CSPIA
MITT

Cary Street Partners Investment Advisory’s TPG Mortgage Investment Trust MITT Stock Holding History

Cary Street Partners Investment Advisory’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
2025
Q1 		– Sell
-1,800
Closed -$12K – 586
2024
Q4 		$12K Buy
+1,800
New +$12.7K 0.01% 436

Other funds holding MITT

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Vanguard Group
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
AGC
Angelo Gordon & Co New York $1.06B AUM 47.95% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Cary Street Partners Investment Advisory's MITT Position: Q1 2025 in Review

Cary Street Partners Investment Advisory sold out of TPG Mortgage Investment Trust (MITT) in Q1 2025, closing a stake of 1,800 shares — an estimated $12K sold.

Cary Street Partners Investment Advisory first reported a position in MITT in Q4 2024 and held it in 1 quarter. The position peaked at $12K in Q4 2024. 83 funds tracked by Wall St. Rank hold MITT as of Q1 2025.

  • Cary Street Partners Investment Advisory reported no remaining TPG Mortgage Investment Trust position as of Q1 2025 after selling out during the quarter.
  • Cary Street Partners Investment Advisory sold 1,800 TPG Mortgage Investment Trust shares in Q1 2025, an estimated $12K.
  • Cary Street Partners Investment Advisory first reported a position in TPG Mortgage Investment Trust in Q4 2024 and held it in 1 quarter.
  • Cary Street Partners Investment Advisory's TPG Mortgage Investment Trust position peaked at $12K in Q4 2024.
  • 83 funds tracked by Wall St. Rank held TPG Mortgage Investment Trust as of Q1 2025.

Based on Cary Street Partners Investment Advisory's 13F filing for Q1 2025, filed 9 May 2025.