IVR

Invesco Mortgage Capital

Latest period2026 - Q2Total superinvestors33

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2026-Q1 and 2026-Q2. According to the most recent SEC 13F filing, 33 superinvestors own shares of Invesco Mortgage Capital (IVR), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Invesco Mortgage Capital (IVR), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Invesco Mortgage Capital (IVR) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Invesco Mortgage Capital (IVR) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

SuperinvestorPortfolio %Reported Value
Stephanie West@Ascentis Wealth Management, Llc
Recent Activity
New Position
1.54%
$10.233B
1.295M shares@ 7900.0 avg price
Melinda McRee@Firethorn Wealth Partners, Llc
Recent Activity
Increased 70.43%
0.56%
$1.711M
216,600 shares@ 7.91 avg price
mason adams@Pvg Asset Management Corp
Recent Activity
Increased 3.87%
0.61%
$1.056M
133,630 shares@ 7.9 avg price
Amy C Hui@Y-intercept (hong Kong) Ltd
Recent Activity
New Position
0.02%
$781,547
98,930 shares@ 7.9 avg price
Christopher Marcellus Brooks@Ifp Advisors, Inc
Recent Activity
Increased 1697.76%
0.01%
$480,889
60,872 shares@ 7.91 avg price
MATTHEW B. BOERSEN@Straight Path Wealth Management
Recent Activity
Increased 12.27%
0.11%
$470,050
59,500 shares@ 7.9 avg price
James Cannon@Dynamic Advisor Solutions Llc
Recent Activity
Decreased -0.27%
0.02%
$396,304
50,165 shares@ 7.91 avg price
Ronald Lenihan@Seacrest Wealth Management, Llc
Recent Activity
New Position
0.05%
$363,471
46,009 shares@ 7.9 avg price
Aryn Sands@Pfg Investments, Llc
Recent Activity
Decreased -51.3%
0.01%
$256,596
32,481 shares@ 7.9 avg price
Eric Dahm@Range Financial Group Llc
Recent Activity
Increased 0.59%
0.07%
$245,105
31,026 shares@ 7.9 avg price

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