EverSource Wealth Advisors’s TPG Mortgage Investment Trust MITT Stock Holding History

EverSource Wealth 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	$4.25K	Buy	537 +24	+5%	+$187	﹤0.01%	3364
2026 Q1	$3.75K	Buy	513 +4	+0.8%	+$33	﹤0.01%	3396
2025 Q4	$4.34K	Sell	509 -59	-10%	-$463	﹤0.01%	3177
2025 Q3	$4.11K	Buy	568 +215	+61%	+$1.63K	﹤0.01%	3238
2025 Q2	$2.67K	Buy	353 +210	+147%	+$1.45K	﹤0.01%	3403
2025 Q1	$1.04K	Sell	143 -155	-52%	-$1.1K	﹤0.01%	3214
2024 Q4	$1.98K	Buy	298 +222	+292%	+$1.57K	﹤0.01%	2710
2024 Q3	$571	Hold	76	–	–	﹤0.01%	2842
2024 Q2	$587	Buy	+76	New	+$485	﹤0.01%	2855

Other funds holding MITT

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

MIG

Mariner Investment Group Harrison, New York $463M AUM 13.33% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

IAIM

International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return

SCM

Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

EverSource Wealth Advisors's MITT Position: Q2 2026 in Review

EverSource Wealth Advisors increased its TPG Mortgage Investment Trust (MITT) stake by 4.7% in Q2 2026, buying an estimated $187 and bringing the position to 537 shares worth $4.25K. The position accounts for ﹤0.01% of the portfolio, ranked #3364.

EverSource Wealth Advisors first reported a position in MITT in Q2 2024 and has held it in 9 quarters since. The position peaked at $4.34K in Q4 2025. 18 funds tracked by Wall St. Rank hold MITT as of Q2 2026.

EverSource Wealth Advisors held 537 shares of TPG Mortgage Investment Trust worth $4.25K as of Q2 2026.
EverSource Wealth Advisors bought 24 TPG Mortgage Investment Trust shares in Q2 2026, an estimated $187.
TPG Mortgage Investment Trust made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3364 holding.
EverSource Wealth Advisors first reported a position in TPG Mortgage Investment Trust in Q2 2024 and has held it in 9 quarters since.
EverSource Wealth Advisors's TPG Mortgage Investment Trust position peaked at $4.34K in Q4 2025.
18 funds tracked by Wall St. Rank held TPG Mortgage Investment Trust as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.