Position in IVZ
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$9,597,876
+$266,859 QoQ
Shares Held
385,525
+0.2% QoQ
Ownership
0.087%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
22 quarters on record
Voting authority
Sole 94%
Shared 0%
None 6%
Common Shares in IVZ Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026FIRST FOUNDATION ADVISORS holds $28,680,401 across 23 Asset Management names. IVZ ranks #1 (33.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IVZ |
Invesco Ltd.
This page
|
385,525 | $9,597,876 | |
| 2 | BN |
BROOKFIELD Corp /ON/
|
153,426 | $6,534,412 | |
| 3 | PCQ |
Pimco California Municipal Income Fund
|
223,993 | $2,009,217 | |
| 4 | TYG |
Tortoise Energy Infrastructure Corp
|
40,832 | $1,750,466 | |
| 5 | BUR |
Burford Capital Ltd
|
380,953 | $1,561,906 | |
| 6 | BLK |
BlackRock, Inc.
|
1,121 | $1,077,908 | |
| 7 | RLTY |
Cohen & Steers Real Estate Opportunities & Income Fund
|
56,173 | $884,162 | |
| 8 | NCA |
Nuveen California Municipal Value Fund
|
94,232 | $879,184 |
No Holdings History
No holdings records found for this institution in IVZ.