BWL
MITT

Bogart Wealth LLC’s TPG Mortgage Investment Trust MITT Stock Holding History

Bogart Wealth LLC’s Portfolio MITT Stock Details MITT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$22 Buy
+3
New +$25 ﹤0.01% 1794

Other funds holding MITT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
TGA
TPG GP A Fort Worth, Texas $3.68B AUM 14.99% 1-Year Est. Return

Bogart Wealth LLC's MITT Position: Q1 2026 in Review

Bogart Wealth LLC opened a new position in TPG Mortgage Investment Trust (MITT) in Q1 2026: 3 shares worth $22. The stake represents ﹤0.01% of the portfolio and ranks #1794 among its holdings.

116 funds tracked by Wall St. Rank hold MITT as of Q1 2026.

  • Bogart Wealth LLC held 3 shares of TPG Mortgage Investment Trust worth $22 as of Q1 2026.
  • TPG Mortgage Investment Trust was a new Bogart Wealth LLC position in Q1 2026.
  • TPG Mortgage Investment Trust made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q1 2026, its #1794 holding.
  • 116 funds tracked by Wall St. Rank held TPG Mortgage Investment Trust as of Q1 2026.

Based on Bogart Wealth LLC's 13F filing for Q1 2026, filed 28 Apr 2026.