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Invesco Mortgage Capital shares owned by Capital & Planning

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

Historical chart of Capital & Planning investment in Invesco Mortgage Capital

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Invesco Mortgage Capital by Capital & Planning

Quarter filed Position value Share count Share price at filing
2026-03-31 $15k 1.8k 8.08

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Top funds holding Invesco Mortgage Capital

BlackRock
Vanguard Group
Vanguard Capital Management
Mirae Asset Global Etfs Holdings
Two Sigma Investments
Invesco
Geode Capital Management
State Street Corporation
D. E. Shaw & Co
Van Eck Associates Corp.
Charles Schwab Investment Management
UBS Group
Vanguard Portfolio Management
Northern Trust
Renaissance Technologies

View all funds holding Invesco Mortgage Capital