IFP Advisors
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IFP Advisors’s TPG Mortgage Investment Trust MITT Stock Holding History

IFP 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
Q3 		$149 Sell
26
-58
-69% -$401 ﹤0.01% 4921
2026
Q2 		$665 Buy
84
+43
+105% +$336 ﹤0.01% 4617
2026
Q1 		$300 Sell
41
-2
-5% -$17 ﹤0.01% 4538
2025
Q4 		$366 Sell
43
-58
-57% -$455 ﹤0.01% 4355
2025
Q3 		$731 Buy
101
+61
+153% +$463 ﹤0.01% 4052
2025
Q2 		$302 Buy
+40
New +$277 ﹤0.01% 4554
2020
Q2 		– Sell
-11
Closed -$105 – 2864
2020
Q1 		$0 Sell
11
-11
-50% -$440 ﹤0.01% 2902
2019
Q4 		$1K Hold
22
– – ﹤0.01% 2687
2019
Q3 		$1K Buy
+22
New +$1.04K ﹤0.01% 2891
2019
Q1 		– Sell
-75
Closed -$4K – 2996
2018
Q4 		$4K Hold
75
– – ﹤0.01% 2947
2018
Q3 		$4K Sell
75
-50
-40% -$2.84K ﹤0.01% 3309
2018
Q2 		$7K Hold
125
– – ﹤0.01% 3103
2018
Q1 		$7K Hold
125
– – ﹤0.01% 3006
2017
Q4 		$7K Sell
125
-123
-50% -$7.09K ﹤0.01% 3052
2017
Q3 		$14K Buy
248
+6
+2% +$341 ﹤0.01% 2831
2017
Q2 		$13K Buy
+242
New +$13.5K ﹤0.01% 2857

Other funds holding MITT

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $109B AUM 51.53% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

IFP Advisors's MITT Position: Q3 2026 in Review

IFP Advisors reduced its TPG Mortgage Investment Trust (MITT) stake by 69% in Q3 2026, selling an estimated $401 and leaving 26 shares worth $149. The position accounts for ﹤0.01% of the portfolio, ranked #4921.

IFP Advisors first reported a position in MITT in Q2 2017 and has held it in 16 quarters since. The position peaked at $14K in Q3 2017. 56 funds tracked by Wall St. Rank hold MITT as of Q3 2026.

  • IFP Advisors held 26 shares of TPG Mortgage Investment Trust worth $149 as of Q3 2026.
  • IFP Advisors sold 58 TPG Mortgage Investment Trust shares in Q3 2026, an estimated $401.
  • TPG Mortgage Investment Trust made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #4921 holding.
  • IFP Advisors first reported a position in TPG Mortgage Investment Trust in Q2 2017 and has held it in 16 quarters since.
  • IFP Advisors's TPG Mortgage Investment Trust position peaked at $14K in Q3 2017.
  • 56 funds tracked by Wall St. Rank held TPG Mortgage Investment Trust as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.