CCM
MITT

Coldstream Capital Management’s TPG Mortgage Investment Trust MITT Stock Holding History

Coldstream Capital Management’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
Q2 		– Sell
-74
Closed -$541 – 2428
2025
Q1 		$541 Buy
+74
New +$526 ﹤0.01% 3333

Other funds holding MITT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
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
AGC
Angelo Gordon & Co New York $1.06B AUM 47.95% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Coldstream Capital Management's MITT Position: Q2 2025 in Review

Coldstream Capital Management sold out of TPG Mortgage Investment Trust (MITT) in Q2 2025, closing a stake of 74 shares — an estimated $541 sold.

Coldstream Capital Management first reported a position in MITT in Q1 2025 and held it in 1 quarter. The position peaked at $541 in Q1 2025. 88 funds tracked by Wall St. Rank hold MITT as of Q2 2025.

  • Coldstream Capital Management reported no remaining TPG Mortgage Investment Trust position as of Q2 2025 after selling out during the quarter.
  • Coldstream Capital Management sold 74 TPG Mortgage Investment Trust shares in Q2 2025, an estimated $541.
  • Coldstream Capital Management first reported a position in TPG Mortgage Investment Trust in Q1 2025 and held it in 1 quarter.
  • Coldstream Capital Management's TPG Mortgage Investment Trust position peaked at $541 in Q1 2025.
  • 88 funds tracked by Wall St. Rank held TPG Mortgage Investment Trust as of Q2 2025.

Based on Coldstream Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.