Position in IVR
as of Mar 31, 2026
· filed Jul 17, 2026
Position Value
$3,452,769
+$696,729 QoQ
Shares Held
427,323
+30.4% QoQ
Ownership
0.460%
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 0%
Shared 1%
None 99%
Common Shares in IVR Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Mar 31, 2026AMERIPRISE FINANCIAL INC holds $283,163,835 across 30 REIT - Mortgage names. IVR ranks #9 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | STWD |
Starwood Property Trust, Inc.
|
5,710,784 | $98,339,698 | |
| 2 | NLY |
Annaly Capital Management Inc
|
3,562,608 | $75,349,158 | |
| 3 | DX |
Dynex Capital Inc
|
1,945,500 | $24,824,579 | |
| 4 | ARR |
Armour Residential REIT, Inc.
|
1,192,572 | $19,892,100 | |
| 5 | RITM |
Rithm Capital Corp.
|
2,008,350 | $19,039,157 | |
| 6 | ABR |
Arbor Realty Trust Inc
|
1,027,499 | $7,922,016 | |
| 7 | ORC |
Orchid Island Capital, Inc.
|
1,028,380 | $7,229,510 | |
| 8 | BXMT |
Blackstone Mortgage Trust, Inc.
|
331,575 | $6,349,661 |
All Filings in IVR
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,452,769 | 427,323 | Shares | Defined | 2026-07-17 | |
| 2025-12-31 | $2,756,040 | 327,710 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $2,577,188 | 340,898 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $2,640,488 | 336,797 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $1,493,663 | 189,311 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $134,209 | 16,672 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $172,747 | 18,397 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $173,054 | 18,469 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $185,410 | 19,154 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $164,122 | 18,524 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $1,593,751 | 159,216 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $1,895,371 | 165,246 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $1,711,419 | 154,321 | Shares | Defined | 2023-05-22 | |
| 2022-12-31 | $1,990,653 | 156,375 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $1,487,721 | 134,029 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $2,030,492 | 138,317 | Shares | Defined | 2022-08-15 | |
| No filing history on record for this holder in this stock. | ||||||