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Invesco Mortgage Capital shares owned by Summit Financial

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

Historical chart of Summit Financial investment in Invesco Mortgage Capital

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Invesco Mortgage Capital by Summit Financial

Quarter filed Position value Share count Share price at filing
2026-06-30 $3.1M 389k 8.02

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View all positions for Summit Financial

Top funds holding Invesco Mortgage Capital

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

View all funds holding Invesco Mortgage Capital