SEC 13F Intelligence

Gillson Capital LP / IVZ

Gillson Capital LP’s Invesco Ltd Position

Does Gillson Capital LP own Invesco Ltd (IVZ)? Not currently — the last reported position was 1.08M shares worth $16M in Q3 2023; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$16M
Q3 2023
Shares
1.08M
% of Portfolio
+1.16%
Quarters Held
10
position exited

Position History IVZ

Reported value by quarter
Q4 ’18: $9MQ4 ’18Q1 ’19: $10MQ2 ’19: $13MQ2 ’19Q2 ’21: $1MQ4 ’21: $14MQ4 ’21Q1 ’22: $2MQ2 ’22: $3MQ2 ’22Q4 ’22: $36MQ2 ’23: $15MQ2 ’23Q3 ’23: $16Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q3 20231.08M$16M+1.16%
Q2 2023892.7K$15M+1.32%
Q4 20222.01M$36M+2.74%
Q2 2022181.6K$3M+0.28%
Q1 202288.7K$2M+0.16%
Q4 2021626.2K$14M+0.94%
Q2 202147.2K$1M+0.12%
Q2 2019617.1K$13M+1.24%
Q1 2019501.6K$10M+1.25%
Q4 2018549.9K$9M+1.25%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Gillson Capital LP’s full portfolio or all institutional holders of IVZ.