Jacobs Levy Equity Management
MITT

Jacobs Levy Equity Management’s TPG Mortgage Investment Trust MITT Stock Holding History

Jacobs Levy Equity 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
2026
Q1 		$1.08M Buy
148,199
+56,827
+62% +$470K ﹤0.01% 689
2025
Q4 		$778K Buy
91,372
+24,765
+37% +$194K ﹤0.01% 731
2025
Q3 		$482K Buy
66,607
+37,328
+127% +$283K ﹤0.01% 825
2025
Q2 		$221K Buy
+29,279
New +$203K ﹤0.01% 973
2015
Q2 		– Sell
-3,805
Closed -$215K – 838
2015
Q1 		$215K Sell
3,805
-21,652
-85% -$1.21M ﹤0.01% 694
2014
Q4 		$1.42M Sell
25,457
-7,967
-24% -$453K 0.02% 440
2014
Q3 		$1.78M Sell
33,424
-3,533
-10% -$201K 0.03% 406
2014
Q2 		$2.1M Buy
36,957
+3,823
+12% +$211K 0.03% 395
2014
Q1 		$1.74M Buy
+33,134
New +$1.7M 0.03% 425
2013
Q3 		– Sell
-87,410
Closed -$4.93M – 983
2013
Q2 		$4.93M Buy
+87,410
New +$6.21M 0.09% 279

Other funds holding MITT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 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
TGA
TPG GP A Fort Worth, Texas $3.68B AUM 14.99% 1-Year Est. Return

Jacobs Levy Equity Management's MITT Position: Q1 2026 in Review

Jacobs Levy Equity Management increased its TPG Mortgage Investment Trust (MITT) stake by 62% in Q1 2026, buying an estimated $470K and bringing the position to 148,199 shares worth $1.08M. The position accounts for ﹤0.01% of the portfolio, ranked #689.

Jacobs Levy Equity Management first reported a position in MITT in Q2 2013 and has held it in 10 quarters since. The position peaked at $4.93M in Q2 2013. 116 funds tracked by Wall St. Rank hold MITT as of Q1 2026.

  • Jacobs Levy Equity Management held 148,199 shares of TPG Mortgage Investment Trust worth $1.08M as of Q1 2026.
  • Jacobs Levy Equity Management bought 56,827 TPG Mortgage Investment Trust shares in Q1 2026, an estimated $470K.
  • TPG Mortgage Investment Trust made up ﹤0.01% of Jacobs Levy Equity Management's portfolio in Q1 2026, its #689 holding.
  • Jacobs Levy Equity Management first reported a position in TPG Mortgage Investment Trust in Q2 2013 and has held it in 10 quarters since.
  • Jacobs Levy Equity Management's TPG Mortgage Investment Trust position peaked at $4.93M in Q2 2013.
  • 116 funds tracked by Wall St. Rank held TPG Mortgage Investment Trust as of Q1 2026.

Based on Jacobs Levy Equity Management's 13F filing for Q1 2026, filed 15 May 2026.