2m 2m 2m 2m 2m 2m 2m
INVESCO MTG REIT (IVR)
NYSE
$5.55+$0.005 (+0.09%)
Price as of Oct 23, 2026 7:58 PM EDT- $601.7MMarket Cap
- -10.20%1-Year Change
- REIT - MortgageIndustry
INVESCO MTG REIT (IVR)
$5.55+$0.005 (+0.09%)
Top Holders
Institutional
Mutual Funds
Holder | Ownership %
| Shares Held | Change (Shares, %) | Report Date |
|---|---|---|---|---|
BLACKROCK, INC. | 9.49% | 8.8M | +1.6M (+18.18%) | Jun 30, 2026 |
BLACKROCK FUNDING, INC. /DE | 5.99% | 5.6M | +280,556 (+5.04%) | Dec 31, 2024 |
BLACKROCK INC. | 5.51% | 5.1M | +83,265 (+1.63%) | Jun 30, 2024 |
TWO SIGMA INVESTMENTS LLC | 4.42% | 4.1M | -1.9M (-45.21%) | Dec 31, 2021 |
VANGUARD CAPITAL MANAGEMENT LLC | 4.30% | 4.0M | +619,904 (+15.52%) | Jun 30, 2026 |
VANGUARD GROUP INC | 4.20% | 3.9M | +168,804 (+4.33%) | Dec 31, 2025 |
TWO SIGMA ADVISERS, LLC | 4.13% | 3.8M | -849,600 (-22.18%) | Dec 31, 2021 |
Holder | Ownership %
| Shares Held | Change (Shares, %) | Report Date |
|---|---|---|---|---|
VANGUARD INDEX FUNDS | 4.21% | 3.9M | +620,522 (+15.87%) | Jun 30, 2026 |
Global X Funds | 2.56% | 2.4M | +930,633 (+39.09%) | Jul 31, 2026 |
FIDELITY SALEM STREET TRUST | 1.10% | 1.0M | +893,027 (+87.39%) | Jul 31, 2026 |
BNY MELLON INDEX FUNDS, INC. | 0.58% | 535,049 | -23,200 (-4.34%) | Apr 30, 2022 |
VANGUARD SCOTTSDALE FUNDS | 0.50% | 462,489 | +49,169 (+10.63%) | May 31, 2026 |
SCHWAB STRATEGIC TRUST | 0.43% | 396,814 | +7,548 (+1.90%) | May 31, 2026 |
NORTHERN FUNDS | 0.38% | 355,611 | +316,714 (+89.06%) | Jun 30, 2026 |
Current Ownership Distribution
- Institutions634.6M (70.60%)
- Mutual Funds263.6M (29.33%)
- Insiders566,436 (0.06%)
- Other0 (0.00%)
Insider Transactions
- 0.06% (566,436)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 |
|---|---|---|---|---|---|---|
Graham Peter M | Award | Aug 15, 2026 | $0.00 | 10,653 | $0.00 | 10,653 |
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 |