MERCER GLOBAL ADVISORS INC /ADV
Position in IVR — Invesco Mortgage Capital Inc.
CIK 853758
DENVER, CO
Position in IVR
as of Jun 30, 2026
· filed Aug 19, 2026
Position Value
$196,433
+$56,092 QoQ
Shares Held
24,865
+43.2% QoQ
Ownership
0.023%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#89
of 182 holders
Holding Since
Jun 2020
4 quarters on record
Voting authority
Sole 30%
Shared 0%
None 70%
Common Shares in IVR Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Jun 30, 2026MERCER GLOBAL ADVISORS INC /ADV holds $21,993,811 across 27 REIT - Mortgage names. IVR ranks #18 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NLY |
Annaly Capital Management Inc
|
351,166 | $7,852,071 | |
| 2 | AGNC |
AGNC Investment Corp.
|
405,144 | $4,416,069 | |
| 3 | STWD |
Starwood Property Trust, Inc.
|
205,427 | $3,364,894 | |
| 4 | RITM |
Rithm Capital Corp.
|
100,971 | $948,117 | |
| 5 | MFA |
Mfa Financial, Inc.
|
43,916 | $425,546 | |
| 6 | TWO-PC |
Two Harbors Investment Corp.
|
15,118 | $377,194 | |
| 7 | LADR |
Ladder Capital Corp
|
35,112 | $349,364 | |
| 8 | ARI |
Apollo Commercial Real Estate Finance, Inc.
|
32,141 | $343,265 |
All Filings in IVR
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $196,433 | 24,865 | Shares | Sole | 2026-08-19 | |
| 2026-03-31 | $140,341 | 17,369 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $128,538 | 15,284 | Shares | Sole | 2026-02-18 | |
| 2020-06-30 | $436,278 | 116,652 | Shares | Sole | 2020-08-10 | |
| No filing history on record for this holder in this stock. | ||||||