MORGAN STANLEY

Position in IVR — Invesco Mortgage Capital Inc.

CIK 895421 NEW YORK, NY

Back to IVR Full portfolio

Position in IVR

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$4,863,317

+$2,505,640 QoQ

Shares Held

615,610

+111.0% QoQ

Ownership

0.572%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#16

of 182 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 78% Shared 0% None 22%

Common Shares in IVR Over Time

Shares Held

Position Value (USD)

Position in REIT - Mortgage

Real Estate · as of Jun 30, 2026

MORGAN STANLEY holds $768,795,574 across 39 REIT - Mortgage names. IVR ranks #24 (0.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NLY	Annaly Capital Management Inc	6,636,749	$148,397,701
2	STWD	Starwood Property Trust, Inc.	8,787,711	$143,942,700
3	AGNC	AGNC Investment Corp.	7,176,369	$78,222,418
4	RITM	Rithm Capital Corp.	6,471,067	$60,763,317
5	ARR	Armour Residential REIT, Inc.	2,754,489	$48,065,828
6	BXMT	Blackstone Mortgage Trust, Inc.	2,825,447	$47,891,323
7	AOMR	Angel Oak Mortgage REIT, Inc.	5,172,061	$46,962,313
8	TWO-PC	Two Harbors Investment Corp.	863,568	$21,546,019

All Filings in IVR

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,863,317	615,610	+111.0%	Shares	Defined	2026-08-13
2026-03-31	$2,357,677	291,792	-33.5%	Shares	Defined	2026-05-15
2025-12-31	$3,689,784	438,738	-33.8%	Shares	Defined	2026-05-27
2025-09-30	$5,013,977	663,225	+82.4%	Shares	Defined	2026-05-27
2025-06-30	$2,850,354	363,566	-29.1%	Shares	Defined	2025-08-15
2025-03-31	$4,044,805	512,650	+2.1%	Shares	Defined	2025-05-15
2024-12-31	$4,042,409	502,163	-8.1%	Shares	Defined	2025-05-15
2024-09-30	$5,131,998	546,539	+43.7%	Shares	Defined	2025-05-14
2024-06-30	$3,564,184	380,383	-10.6%	Shares	Defined	2025-05-14
2024-03-31	$4,118,766	425,493	-6.8%	Shares	Defined	2024-10-17
2023-12-31	$4,043,308	456,356	-15.2%	Shares	Defined	2024-08-16
2023-09-30	$5,386,419	538,104	+19.5%	Shares	Defined	2023-11-15
2023-06-30	$5,164,556	450,267	+36.2%	Shares	Defined	2023-08-14
2023-03-31	$3,667,402	330,695	-9.4%	Shares	Defined	2023-05-15
2022-12-31	$4,647,234	365,062	+13.0%	Shares	Defined	2023-02-14
2022-09-30	$3,585,208	322,992	+5.9%	Shares	Defined	2022-11-14
2022-06-30	$4,476,222	304,920	-82.4%	Shares	Defined	2022-10-27
2022-03-31	$3,948,538	1,731,816	-21.8%	Shares	Defined	2022-10-27
2021-12-31	$6,154,078	2,213,698	-33.8%	Shares	Defined	2022-02-14
2021-09-30	$10,540,607	3,346,225	-9.7%	Shares	Defined	2021-11-15
2021-06-30	$14,446,261	3,704,170	+210.4%	Shares	Defined	2021-08-23
2021-03-31	$4,785,463	1,193,383	+7.1%	Shares	Defined	2021-05-17
2020-12-31	$3,764,628	1,113,796	-20.4%	Shares	Defined	2021-02-16
2020-09-30	$3,793,551	1,399,835	+4.3%	Shares	Defined	2020-11-13
2020-06-30	$5,017,514	1,341,582	-28.1%	Shares	Defined	2020-08-14
2020-03-31	$6,365,853	1,866,820	—	Shares	Defined	2020-05-26
No filing history on record for this holder in this stock.