IVR — INVESCO MORTGAGE CAPITAL INC

Ownership history in Nebula Research & Development LLC  ·  7 quarters on record

This page tracks every 13F SEC filing in which Nebula Research & Development LLC reported a position in INVESCO MORTGAGE CAPITAL INC (IVR). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.08% (2023 Q3)
Avg. % of fund
0.06%
First filed
2023 Q3
Last filed
2025 Q4
Quarters held
7
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 UNCHANGED 97,683 — 0% 0.07% $766K $8.18
2025 Q3 UNCHANGED 97,683 — 0% 0.07% $766K $6.74
2025 Q2 ADDED 97,683 +11,223 +13.0% 0.07% $766K $6.69
2025 Q1 ADDED 86,460 +43,330 +100.5% 0.06% $682K $6.42
2024 Q4 ADDED 43,130 +25,391 +143.1% 0.04% $347K $6.55
2024 Q1 ADDED 17,739 +3,137 +21.5% 0.04% $172K $6.57
2023 Q3 INITIATED 14,602 — — 0.08% $146K —
% of Fund (quarterly)    IVR price (monthly, adj. close)

Other funds also holding IVR

As of 2025 Q4 — sorted by position size

Odyssean, LLC 0.28% FIRETHORN WEALTH PARTNERS, LLC 3Y 0.23% KW WEALTH MANAGEMENT LLC 0.13% Straight Path Wealth Management 3Y 0.12% Bramshill Investments, LLC 3Y 7Y 0.1% VIRTUS ADVISERS, LLC 3Y 7Y 0.09% Range Financial Group LLC 3Y 0.08% LGT Financial Advisors LLC 3Y 0.06% SEGALL BRYANT & HAMILL, LLC 3Y 7Y 0.05% WOLVERINE ASSET MANAGEMENT LLC 3Y 7Y 0.05%
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