Cornerstone Financial Management LLC
Position in IVR — Invesco Mortgage Capital Inc.
CIK 2110329
PROVIDENCE, RI
Position in IVR
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$565
-$23 QoQ
Shares Held
70
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IVR Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Mar 31, 2026Cornerstone Financial Management LLC holds $9,647 across 11 REIT - Mortgage names. IVR ranks #6 (5.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MFA |
Mfa Financial, Inc.
|
216 | $2,069 | |
| 2 | AGNC |
AGNC Investment Corp.
|
114 | $1,143 | |
| 3 | PMT |
PennyMac Mortgage Investment Trust
|
96 | $1,119 | |
| 4 | BXMT |
Blackstone Mortgage Trust, Inc.
|
58 | $1,110 | |
| 5 | BRSP |
BrightSpire Capital, Inc.
|
190 | $1,064 | |
| 6 | IVR |
Invesco Mortgage Capital Inc.
This page
|
70 | $565 | |
| 7 | TRTX |
TPG RE Finance Trust, Inc.
|
72 | $562 | |
| 8 | AOMR |
Angel Oak Mortgage REIT, Inc.
|
66 | $542 |
All Filings in IVR
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $565 | 70 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $588 | 70 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||