WELLS FARGO & COMPANY/MN
Position in IVR — Invesco Mortgage Capital Inc.
CIK 72971
SAN FRANCISCO, CA
Position in IVR
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$836,545
-$424,507 QoQ
Shares Held
103,533
-31.0% QoQ
Ownership
0.112%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2022
16 quarters on record
Voting authority
Sole 89%
Shared 0%
None 11%
Common Shares in IVR Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Mar 31, 2026WELLS FARGO & COMPANY/MN holds $169,482,578 across 39 REIT - Mortgage names. IVR ranks #18 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | STWD |
Starwood Property Trust, Inc.
|
2,721,506 | $46,864,331 | |
| 2 | NLY |
Annaly Capital Management Inc
|
1,552,046 | $32,825,771 | |
| 3 | AGNC |
AGNC Investment Corp.
|
2,685,136 | $26,931,911 | |
| 4 | RITM |
Rithm Capital Corp.
|
2,152,880 | $20,409,300 | |
| 5 | BXMT |
Blackstone Mortgage Trust, Inc.
|
1,045,849 | $20,028,007 | |
| 6 | ARI |
Apollo Commercial Real Estate Finance, Inc.
|
219,307 | $2,315,881 | |
| 7 | DX |
Dynex Capital Inc
|
148,767 | $1,898,266 | |
| 8 | AOMR |
Angel Oak Mortgage REIT, Inc.
|
211,297 | $1,736,860 |
All Filings in IVR
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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 | |
| No filing history on record for this holder in this stock. | ||||||