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Invesco Mortgage Capital shares owned by Bogart Wealth

Quarter-by-quarter ownership of Invesco Mortgage Capital (IVR) shares owned by Bogart Wealth from 13F filings

Historical chart of Bogart Wealth investment in Invesco Mortgage Capital

Tip: Access up to 7 years of quarterly data

All positions including Invesco Mortgage Capital held by Bogart Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Invesco Mortgage Capital by Bogart Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $40k 4.7k 8.41
2025-09-30 $36k 4.7k 7.56
2025-06-30 $37k 4.7k 7.84
2025-03-31 $18k 2.3k 7.89

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Top funds holding Invesco Mortgage Capital

BlackRock
Vanguard Group
Invesco
Geode Capital Management
Mirae Asset Global Etfs Holdings
Millennium Management
State Street Corporation
UBS Group
Two Sigma Investments
Two Sigma Advisers
Van Eck Associates Corp.
Wolverine Asset Management
Balyasny Asset Management
Goldman Sachs Group
Charles Schwab Investment Management

View all funds holding Invesco Mortgage Capital