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Essential Partners’s TPG Mortgage Investment Trust MITT Stock Holding History

Essential Partners’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 		$1.09K Sell
190
-189
-50% -$1.3K ﹤0.01% 2158
2026
Q2 		$3K Sell
379
-36
-9% -$281 ﹤0.01% 1795
2026
Q1 		$3.03K Sell
415
-915
-69% -$7.56K ﹤0.01% 1817
2025
Q4 		$11.3K Sell
1,330
-179
-12% -$1.4K ﹤0.01% 1125
2025
Q3 		$10.9K Buy
1,509
+1,481
+5,289% +$11.2K ﹤0.01% 1123
2025
Q2 		$211 Buy
+28
New +$194 ﹤0.01% 1930

Other funds holding MITT

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
CIM
Contravisory Investment Management Norwell, Massachusetts $552M AUM 32.44% 1-Year Est. Return

Essential Partners's MITT Position: Q3 2026 in Review

Essential Partners reduced its TPG Mortgage Investment Trust (MITT) stake by 50% in Q3 2026, selling an estimated $1.3K and leaving 190 shares worth $1.09K. The position accounts for ﹤0.01% of the portfolio, ranked #2158.

Essential Partners first reported a position in MITT in Q2 2025 and has held it in 6 quarters since. The position peaked at $11.3K in Q4 2025. 7 funds tracked by Wall St. Rank hold MITT as of Q3 2026.

  • Essential Partners held 190 shares of TPG Mortgage Investment Trust worth $1.09K as of Q3 2026.
  • Essential Partners sold 189 TPG Mortgage Investment Trust shares in Q3 2026, an estimated $1.3K.
  • TPG Mortgage Investment Trust made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #2158 holding.
  • Essential Partners first reported a position in TPG Mortgage Investment Trust in Q2 2025 and has held it in 6 quarters since.
  • Essential Partners's TPG Mortgage Investment Trust position peaked at $11.3K in Q4 2025.
  • 7 funds tracked by Wall St. Rank held TPG Mortgage Investment Trust as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.