Covestor’s TPG Mortgage Investment Trust MITT Stock Holding History

Covestor’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 Q3	$1K	Buy	251 +48	+24%	+$331	﹤0.01%	2149
2026 Q2	$2K	Buy	203 +92	+83%	+$719	﹤0.01%	1983
2026 Q1	$1K	Sell	111 -39	-26%	-$322	﹤0.01%	2086
2025 Q4	$1K	Sell	150 -3	-2%	-$24	﹤0.01%	2115
2025 Q3	$1K	Sell	153 -39	-20%	-$296	﹤0.01%	2127
2025 Q2	$1K	Sell	192 -166	-46%	-$1.15K	﹤0.01%	2049
2025 Q1	$3K	Buy	358 +50	+16%	+$355	﹤0.01%	1793
2024 Q4	$2K	Buy	308 +93	+43%	+$658	﹤0.01%	1903
2024 Q3	$2K	Buy	+215	New	+$1.56K	﹤0.01%	1835

Other funds holding MITT

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Mariner Investment Group Harrison, New York $587M AUM 3.44% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Moors & Cabot Boston, Massachusetts $2.65B AUM 29.91% 1-Year Est. Return

Covestor's MITT Position: Q3 2026 in Review

Covestor increased its TPG Mortgage Investment Trust (MITT) stake by 24% in Q3 2026, buying an estimated $331 and bringing the position to 251 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #2149.

Covestor first reported a position in MITT in Q3 2024 and has held it in 9 quarters since. The position peaked at $3K in Q1 2025. 34 funds tracked by Wall St. Rank hold MITT as of Q3 2026.

Covestor held 251 shares of TPG Mortgage Investment Trust worth $1K as of Q3 2026.
Covestor bought 48 TPG Mortgage Investment Trust shares in Q3 2026, an estimated $331.
TPG Mortgage Investment Trust made up ﹤0.01% of Covestor's portfolio in Q3 2026, its #2149 holding.
Covestor first reported a position in TPG Mortgage Investment Trust in Q3 2024 and has held it in 9 quarters since.
Covestor's TPG Mortgage Investment Trust position peaked at $3K in Q1 2025.
34 funds tracked by Wall St. Rank held TPG Mortgage Investment Trust as of Q3 2026.

Based on Covestor's 13F filing for Q3 2026, filed 30 Oct 2026.