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INVESCO MTG REIT (IVR)
NYSE
$7.41+$0.02 (+0.27%)
Price as of Aug 03, 2026 7:44 PM EDT- $758.8MMarket Cap
- 16.09%1-Year Change
- REIT - MortgageIndustry
INVESCO MTG REIT (IVR)
$7.41+$0.02 (+0.27%)
Top Holders
Institutional
Mutual Funds
Holder | Ownership %
| Shares Held | Change (Shares, %) | Report Date |
|---|---|---|---|---|
BLACKROCK, INC. | 8.83% | 7.2M | +548,534 (+7.61%) | Mar 31, 2026 |
BLACKROCK FUNDING, INC. /DE | 6.82% | 5.6M | +280,556 (+5.04%) | Dec 31, 2024 |
BLACKROCK INC. | 6.27% | 5.1M | +83,265 (+1.63%) | Jun 30, 2024 |
TWO SIGMA INVESTMENTS LLC | 5.03% | 4.1M | -1.9M (-45.21%) | Dec 31, 2021 |
VANGUARD GROUP INC | 4.78% | 3.9M | +168,804 (+4.33%) | Dec 31, 2025 |
TWO SIGMA ADVISERS, LLC | 4.70% | 3.8M | -849,600 (-22.18%) | Dec 31, 2021 |
MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 2.92% | 2.4M | +723,638 (+30.38%) | Mar 31, 2026 |
Holder | Ownership %
| Shares Held | Change (Shares, %) | Report Date |
|---|---|---|---|---|
VANGUARD INDEX FUNDS | 10.06% | 8.2M | 0 (0.00%) | Mar 31, 2026 |
Invesco Exchange-Traded Fund Trust II | 2.45% | 2.0M | -649,679 (-32.48%) | May 31, 2026 |
Global X Funds | 1.78% | 1.5M | +337,898 (+23.30%) | Apr 30, 2026 |
COLUMBIA FUNDS SERIES TRUST | 1.54% | 1.3M | 0 (0.00%) | Apr 30, 2026 |
VanEck ETF Trust | 1.13% | 920,180 | 0 (0.00%) | Apr 30, 2026 |
SPDR SERIES TRUST | 1.04% | 850,810 | 0 (0.00%) | Apr 30, 2026 |
FIDELITY SALEM STREET TRUST | 0.97% | 787,634 | +690,878 (+87.72%) | Apr 30, 2026 |
Current Ownership Distribution
- Institutions591.6M (71.23%)
- Mutual Funds238.4M (28.70%)
- Insiders555,783 (0.07%)
- Other0 (0.00%)
Insider Transactions
- 0.07% (555,783)Current InsiderOwnership (%, shares)
- 1Number of InsiderBuying (last 12 months)
- $0.00Amount of InsiderBuying (last 12 months)
- 0Number of InsiderSelling (last 12 months)
- $0.00Amount of InsiderSelling (last 12 months)
Insider Name & Title | Type | Date
| Transaction Value | Shares | Share Price | Shares After Transactions |
|---|---|---|---|---|---|---|
Waldner Robert | Buy | Feb 27, 2026 | $8,446.30 | 1,000 | $8.45 | 1,000 |
Day John | Other | Dec 27, 2024 | $132,500.00 | 5,300 | $25.00 | 0 |