Carson Wealth (CWM LLC)
MITT

Carson Wealth (CWM LLC)’s TPG Mortgage Investment Trust MITT Stock Holding History

Carson Wealth (CWM 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 		$47.9K Buy
6,546
+139
+2% +$1.15K ﹤0.01% 3851
2025
Q4 		$55K Buy
6,407
+970
+18% +$7.61K ﹤0.01% 3531
2025
Q3 		$39K Buy
5,437
+3,450
+174% +$26.2K ﹤0.01% 3721
2025
Q2 		$15K Buy
1,987
+1,568
+374% +$10.9K ﹤0.01% 4086
2025
Q1 		$3K Sell
419
-113
-21% -$803 ﹤0.01% 4649
2024
Q4 		$4K Buy
532
+193
+57% +$1.37K ﹤0.01% 4330
2024
Q3 		$3K Buy
+339
New +$2.46K ﹤0.01% 4293
2023
Q4 		– Sell
-33
Closed – – 4375
2023
Q3 		$0 Hold
33
– – ﹤0.01% 4390
2023
Q2 		$0 Hold
33
– – ﹤0.01% 4354
2023
Q1 		$0 Hold
33
– – ﹤0.01% 4234
2022
Q4 		$0 Hold
33
– – ﹤0.01% 4141
2022
Q3 		$0 Buy
+33
New +$221 ﹤0.01% 4087

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

Carson Wealth (CWM LLC)'s MITT Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its TPG Mortgage Investment Trust (MITT) stake by 2.2% in Q1 2026, buying an estimated $1.15K and bringing the position to 6,546 shares worth $47.9K. The position accounts for ﹤0.01% of the portfolio, ranked #3851.

Carson Wealth (CWM LLC) first reported a position in MITT in Q3 2022 and has held it in 12 quarters since. The position peaked at $55K in Q4 2025. 116 funds tracked by Wall St. Rank hold MITT as of Q1 2026.

  • Carson Wealth (CWM LLC) held 6,546 shares of TPG Mortgage Investment Trust worth $47.9K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 139 TPG Mortgage Investment Trust shares in Q1 2026, an estimated $1.15K.
  • TPG Mortgage Investment Trust made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3851 holding.
  • Carson Wealth (CWM LLC) first reported a position in TPG Mortgage Investment Trust in Q3 2022 and has held it in 12 quarters since.
  • Carson Wealth (CWM LLC)'s TPG Mortgage Investment Trust position peaked at $55K in Q4 2025.
  • 116 funds tracked by Wall St. Rank held TPG Mortgage Investment Trust as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.