CA
MITT

Clearstead Advisors’s TPG Mortgage Investment Trust MITT Stock Holding History

Clearstead Advisors’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
Q2 		$5.39K Buy
680
+240
+55% +$1.87K ﹤0.01% 2170
2026
Q1 		$3.22K Buy
440
+87
+25% +$719 ﹤0.01% 1803
2025
Q4 		$3.01K Buy
353
+350
+11,667% +$2.75K ﹤0.01% 2099
2025
Q3 		$22 Buy
+3
New +$23 ﹤0.01% 3018

Other funds holding MITT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
TGA
TPG GP A Fort Worth, Texas $5B AUM 58.56% 1-Year Est. Return

Clearstead Advisors's MITT Position: Q2 2026 in Review

Clearstead Advisors increased its TPG Mortgage Investment Trust (MITT) stake by 55% in Q2 2026, buying an estimated $1.87K and bringing the position to 680 shares worth $5.39K. The position accounts for ﹤0.01% of the portfolio, ranked #2170.

Clearstead Advisors first reported a position in MITT in Q3 2025 and has held it in 4 quarters since. 116 funds tracked by Wall St. Rank hold MITT as of Q2 2026.

  • Clearstead Advisors held 680 shares of TPG Mortgage Investment Trust worth $5.39K as of Q2 2026.
  • Clearstead Advisors bought 240 TPG Mortgage Investment Trust shares in Q2 2026, an estimated $1.87K.
  • TPG Mortgage Investment Trust made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2170 holding.
  • Clearstead Advisors first reported a position in TPG Mortgage Investment Trust in Q3 2025 and has held it in 4 quarters since.
  • 116 funds tracked by Wall St. Rank held TPG Mortgage Investment Trust as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.