Position in IVR
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$190,879
+$81,913 QoQ
Shares Held
24,162
+79.2% QoQ
Ownership
0.022%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#92
of 182 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 5%
Shared 0%
None 95%
Common Shares in IVR Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Jun 30, 2026FMR LLC holds $415,704,018 across 37 REIT - Mortgage names. IVR ranks #21 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NLY |
Annaly Capital Management Inc
|
14,288,182 | $319,483,748 | |
| 2 | AGNC |
AGNC Investment Corp.
|
2,015,618 | $21,970,234 | |
| 3 | DX |
Dynex Capital Inc
|
1,436,183 | $18,828,357 | |
| 4 | MFA |
Mfa Financial, Inc.
|
1,314,262 | $12,735,198 | |
| 5 | TRTX |
TPG RE Finance Trust, Inc.
|
861,520 | $7,210,921 | |
| 6 | STWD |
Starwood Property Trust, Inc.
|
387,858 | $6,353,111 | |
| 7 | RITM |
Rithm Capital Corp.
|
654,308 | $6,143,951 | |
| 8 | ORC |
Orchid Island Capital, Inc.
|
488,636 | $3,405,791 |
All Filings in IVR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $190,879 | 24,162 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $108,966 | 13,486 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $82,148 | 9,768 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $25,143 | 3,326 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $38,870 | 4,958 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $66,181 | 8,388 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $70,051 | 8,702 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $105,102 | 11,193 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $135,563 | 14,468 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $101,774 | 10,514 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $85,630 | 9,665 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $18,357 | 1,834 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $35,350 | 3,082 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $37,938 | 3,421 | Shares | Defined | 2023-08-11 | |
| 2022-12-31 | $31,404 | 2,467 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $58,906 | 5,307 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $700,132 | 47,693 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $22,525 | 9,880 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $388 | 140 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $12,993 | 4,125 | Shares | Defined | 2022-02-14 | |
| 2021-06-30 | $3,513 | 901 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $60 | 15 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $60 | 18 | Shares | Defined | 2021-02-08 | |
| 2020-09-30 | $3,008 | 1,110 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $365 | 98 | Shares | Defined | 2020-08-24 | |
| 2020-03-31 | $497,957 | 146,029 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||