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Invesco Mortgage Capital shares owned by Root Financial Partners

Quarter-by-quarter ownership of Invesco Mortgage Capital (IVR) shares owned by Root Financial Partners from 13F filings

Historical chart of Root Financial Partners investment in Invesco Mortgage Capital

Tip: Access up to 7 years of quarterly data

All positions including Invesco Mortgage Capital held by Root Financial Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Invesco Mortgage Capital by Root Financial Partners

Quarter filed Position value Share count Share price at filing
2026-03-31 $4.6k 572 8.08
2025-12-31 $24 3 8.33

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View all positions for Root Financial Partners

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