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
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 $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

Clearstead Advisors's MITT Position: Q1 2026 in Review

Clearstead Advisors increased its TPG Mortgage Investment Trust (MITT) stake by 25% in Q1 2026, buying an estimated $719 and bringing the position to 440 shares worth $3.22K. The position accounts for ﹤0.01% of the portfolio, ranked #1803.

Clearstead Advisors first reported a position in MITT in Q3 2025 and has held it in 3 quarters since. 116 funds tracked by Wall St. Rank hold MITT as of Q1 2026.

  • Clearstead Advisors held 440 shares of TPG Mortgage Investment Trust worth $3.22K as of Q1 2026.
  • Clearstead Advisors bought 87 TPG Mortgage Investment Trust shares in Q1 2026, an estimated $719.
  • TPG Mortgage Investment Trust made up ﹤0.01% of Clearstead Advisors's portfolio in Q1 2026, its #1803 holding.
  • Clearstead Advisors first reported a position in TPG Mortgage Investment Trust in Q3 2025 and has held it in 3 quarters since.
  • 116 funds tracked by Wall St. Rank held TPG Mortgage Investment Trust as of Q1 2026.

Based on Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.