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INVESCO MTG REIT (IVR)
NYSE
$7.57+$0.05 (+0.60%)
Price as of Aug 24, 2026 4:01 AM EDT- $812.7MMarket Cap
- 16.77%1-Year Change
- REIT - MortgageIndustry
INVESCO MTG REIT (IVR)
$7.57+$0.05 (+0.60%)
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 | 8.84% | 8.2M | 0 (0.00%) | Mar 31, 2026 |
Invesco Exchange-Traded Fund Trust II | 2.16% | 2.0M | -649,679 (-32.48%) | May 31, 2026 |
Global X Funds | 1.56% | 1.5M | +337,898 (+23.30%) | Apr 30, 2026 |
COLUMBIA FUNDS SERIES TRUST | 1.35% | 1.3M | 0 (0.00%) | Apr 30, 2026 |
VanEck ETF Trust | 0.99% | 920,180 | 0 (0.00%) | Apr 30, 2026 |
SPDR SERIES TRUST | 0.92% | 850,810 | 0 (0.00%) | Apr 30, 2026 |
FIDELITY SALEM STREET TRUST | 0.85% | 787,634 | +690,878 (+87.72%) | Apr 30, 2026 |
Current Ownership Distribution
- Institutions633.8M (72.58%)
- Mutual Funds238.9M (27.36%)
- 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 |