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Invesco Mortgage Capital Ownership | Who Owns Invesco Mortgage Capital?

OverviewForecastRevenueFinancialsChartTranscripts

Invesco Mortgage Capital Ownership Summary

Invesco Mortgage Capital is owned by 41.75% institutional investors, 0.27% insiders, and 57.98% retail investors. Blackrock is the largest institutional shareholder, holding 10.55% of IVR shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 2.89% of its assets in Invesco Mortgage Capital shares.

IVR Ownership Benchmark

TypeName% Inst% Insiders% Retail
StockInvesco Mortgage Capital41.75%0.27%57.98%
SectorReal Estate Stocks 63.96%7.35%28.68%
IndustryMortgage REIT Stocks45.17%4.40%50.43%

Top Mutual Funds Shareholders

HolderShares% HoldingChange
Vanguard Total Stock Mkt Idx Inv1.75M2.89%-
iShares Russell 2000 ETF1.29M2.13%-2.90K
Jupiter Merian Glb Eq AbsRet I USD Acc784.69K1.43%516.60K
Vanguard Institutional Extnd Mkt Idx Tr747.40K1.36%-
iShares Mortgage Real Estate Capped ETF760.84K1.25%-
Fidelity Small Cap Index530.43K0.97%-4.42K
Global X SuperDividend® REIT ETF493.10K0.90%-
VanEck Mortgage REIT Income ETF491.43K0.90%-
iShares Russell 2000 Value ETF475.40K0.78%-
Fidelity Extended Market Index328.07K0.60%51.92K

Recent Insider Transactions

DateNameRoleActivityValue
Dec 09, 2022LIENTZ JAMES R JR-Sell$20.96K
May 09, 2022Phegley Richard Lee Jr. Chief Financial OfficerBuy$20.19K
May 10, 2022Anzalone John CEOBuy$24.75K
May 09, 2022Collins Kevin M PresidentBuy$11.99K
Dec 09, 2021Zayicek Beth-Buy$10.10K

Insider Transactions Trends

DateBuySell
2025 Q1--
2024 Q3--
2024 Q2--
2023 Q3--
2023 Q2--

IVR Ownership FAQ

Who Owns Invesco Mortgage Capital?

Invesco Mortgage Capital shareholders are primarily institutional investors at 41.75%, followed by 0.27% insiders and 57.98% retail investors. The average institutional ownership in Invesco Mortgage Capital's industry, Mortgage REIT Stocks, is 45.17%, which Invesco Mortgage Capital falls below.

Who owns the most shares of Invesco Mortgage Capital?

Invesco Mortgage Capital’s largest shareholders are Blackrock (5.12M shares, 10.55%), Vanguard group (2.94M shares, 6.06%), and Geode capital management (1.14M shares, 2.36%). Together, they hold 18.97% of Invesco Mortgage Capital’s total shares outstanding.

Does Blackrock own Invesco Mortgage Capital?

Yes, BlackRock owns 10.55% of Invesco Mortgage Capital, totaling 5.12M shares as of Jun 2024. This represents 0.00% of BlackRock's total assets, with a market value of 47.95M$. In the last quarter, BlackRock increased its holdings by 83.26K shares, a 1.65% change.

Who is Invesco Mortgage Capital’s biggest shareholder by percentage of total assets invested?

Pl capital advisors is Invesco Mortgage Capital’s biggest shareholder by percentage of total assets invested, with 0.78% of its assets in 200K Invesco Mortgage Capital shares, valued at 1.87M$.

Who is the top mutual fund holder of Invesco Mortgage Capital shares?

Vanguard Total Stock Mkt Idx Inv is the top mutual fund holder of Invesco Mortgage Capital shares, with 2.89% of its total shares outstanding invested in 1.75M Invesco Mortgage Capital shares.

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