Invesco Mortgage Capital Inc.
Invesco Mortgage Capital Inc. (NYSE: IVR) is a real estate investment trust focused on investing in, financing and managing mortgage-backed securities and other mortgage-related assets. The company operates through its wholly-owned subsidiary, IAS Operating Partnership L.P., and is externally managed by Invesco… From the company’s description.
Margins and return on equity change in ; everything else in percent. Fewer shares and less debt are shown plainly, not as bad news — it depends what you make of buybacks. Dotted labels explain each measure. is shown separately from the annual figures.
What Invesco Mortgage Capital Inc. does
In the company’s own words
Invesco Mortgage Capital Inc. (NYSE: IVR) is a real estate investment trust focused on investing in, financing and managing mortgage-backed securities and other mortgage-related assets. The company operates through its wholly-owned subsidiary, IAS Operating Partnership L.P., and is externally managed by Invesco Advisers, Inc., an indirect subsidiary of Invesco Ltd. The company's website is www.invescomortgagecapital.com.
The company's investment portfolio primarily consists of residential mortgage-backed securities (RMBS) and commercial mortgage-backed securities (CMBS) that are guaranteed by U.S. government agencies such as Ginnie Mae or federally chartered corporations including Fannie Mae and Freddie Mac. Historically, the company has also invested in non-Agency CMBS, non-Agency RMBS, to-be-announced securities forward contracts, real estate-related financing arrangements through unconsolidated ventures, and U.S. Treasury securities. The company continuously evaluates new investment opportunities to complement its portfolio and expand diversification.
Invesco Mortgage Capital employs a disciplined investment approach supported by sophisticated analytical tools and infrastructure provided by its Manager. The company's competitive advantages include the significant experience of its senior management and the structured investments team, access to advanced analytical capabilities and market data, extensive strategic relationships within the financial industry, and a commitment to rigorous quantitative and qualitative analysis. The company does not maintain employees directly; instead, its management team is provided by its Manager.
The company finances its investments primarily through repurchase agreements, which are typically settled on a short-term basis and bear interest rates expected to move in close relationship to the secured overnight financing rate. The company employs leverage on its assets to achieve return objectives, with the amount of leverage depending on factors including expected price volatility, liquidity of collateral, financing type, advance rates, and financing costs.
As a REIT, the company is required to distribute at least ninety percent of its REIT taxable income to stockholders annually. The company operates in a manner that permits its exclusion from the definition of "Investment Company" under the Investment Company Act of 1940. The company's objective is to provide attractive risk-adjusted returns to stockholders primarily through dividends and secondarily through capital appreciation.
Company details
- Sector
- Real Estate
- Industry
- REITs
- Headquarters
- ATLANTA, GA
- Fiscal year end
- December
- CIK
- 1437071
- SIC
- 6798
Financial performance, year by year
Fiscal 2013–2025 · USDThe full income statement, balance sheet and cash flow for each of these years — every figure traceable to its filing — is on the Financials tab with a free account.
Who owns Invesco Mortgage Capital Inc. — and what changed
Funds as of 2026Q2 · superinvestors as of 2026-06-30
Largest fund holders · Invesco Mortgage Capital Inc.’s weight in each
Fund ownership is a floor, not a census — pensions, insurers and people holding shares directly are not visible here.
Fund ownership counts N-PORT filers only, so it is a floor rather than a census — pensions, insurers and direct holders are not visible here, and the remainder is not “held by individuals”.
Every fund and institutional holder, quarter by quarter, is on the Ownership tab with a free account.
Recent filings
All filings →Each filing opens into its own statements and disclosures here.
Put this business in context.
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