WELLS FARGO & COMPANY/MN
Position in IVR — Invesco Mortgage Capital Inc.
CIK 72971
SAN FRANCISCO, CA
Position in IVR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,237,423
+$400,878 QoQ
Shares Held
156,636
+51.3% QoQ
Ownership
0.146%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#38
of 182 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 93%
Shared 0%
None 7%
Common Shares in IVR Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Jun 30, 2026WELLS FARGO & COMPANY/MN holds $191,748,934 across 39 REIT - Mortgage names. IVR ranks #20 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | STWD |
Starwood Property Trust, Inc.
|
2,707,449 | $44,348,012 | |
| 2 | NLY |
Annaly Capital Management Inc
|
1,610,178 | $36,003,579 | |
| 3 | AGNC |
AGNC Investment Corp.
|
2,778,570 | $30,286,412 | |
| 4 | RITM |
Rithm Capital Corp.
|
2,374,523 | $22,296,769 | |
| 5 | BXMT |
Blackstone Mortgage Trust, Inc.
|
1,129,263 | $19,141,006 | |
| 6 | ARI |
Apollo Commercial Real Estate Finance, Inc.
|
489,217 | $5,224,836 | |
| 7 | KREF |
KKR Real Estate Finance Trust Inc.
|
557,842 | $3,815,638 | |
| 8 | DX |
Dynex Capital Inc
|
257,426 | $3,374,853 |
All Filings in IVR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,237,423 | 156,636 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $836,545 | 103,533 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $1,261,052 | 149,947 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $541,975 | 71,690 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $499,109 | 63,662 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $470,052 | 59,576 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $441,573 | 54,854 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $480,692 | 51,192 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $532,918 | 56,875 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $495,778 | 51,217 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $289,782 | 32,707 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $140,629 | 14,049 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $315,309 | 27,490 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $121,024 | 10,913 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $221,590 | 17,407 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $281,494 | 25,360 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $454,520 | 30,962 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $1,163,223 | 510,186 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $2,298,962 | 826,965 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $2,136,240 | 678,172 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $1,969,533 | 505,009 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $3,856,081 | 961,617 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $2,109,922 | 624,238 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $1,800,552 | 664,411 | Shares | Defined | 2020-11-05 | |
| 2020-06-30 | $2,962,325 | 792,066 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $5,884,119 | 1,725,549 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||