Position in IVR
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$2,357,677
-$1,332,107 QoQ
Shares Held
291,792
-33.5% QoQ
Ownership
0.314%
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 57%
Shared 0%
None 43%
Common Shares in IVR Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Mar 31, 2026MORGAN STANLEY holds $669,025,590 across 39 REIT - Mortgage names. IVR ranks #27 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NLY |
Annaly Capital Management Inc
|
6,475,806 | $136,963,289 | |
| 2 | STWD |
Starwood Property Trust, Inc.
|
7,425,251 | $127,862,818 | |
| 3 | AGNC |
AGNC Investment Corp.
|
7,271,796 | $72,936,109 | |
| 4 | RITM |
Rithm Capital Corp.
|
6,505,513 | $61,672,258 | |
| 5 | BXMT |
Blackstone Mortgage Trust, Inc.
|
2,237,827 | $42,854,383 | |
| 6 | AOMR |
Angel Oak Mortgage REIT, Inc.
|
5,172,061 | $42,514,341 | |
| 7 | ARR |
Armour Residential REIT, Inc.
|
1,201,183 | $20,035,729 | |
| 8 | ARI |
Apollo Commercial Real Estate Finance, Inc.
|
1,780,963 | $18,806,964 |
All Filings in IVR
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,357,677 | 291,792 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $3,689,784 | 438,738 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $5,013,977 | 663,225 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $2,850,354 | 363,566 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $4,044,805 | 512,650 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $4,042,409 | 502,163 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $5,131,998 | 546,539 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $3,564,184 | 380,383 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $4,118,766 | 425,493 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $4,043,308 | 456,356 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $5,386,419 | 538,104 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $5,164,556 | 450,267 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $3,667,402 | 330,695 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $4,647,234 | 365,062 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $3,585,208 | 322,992 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $4,476,222 | 304,920 | Shares | Defined | 2022-10-27 | |
| No filing history on record for this holder in this stock. | ||||||