LFA
MITT

LGT Financial Advisors’s TPG Mortgage Investment Trust MITT Stock Holding History

LGT Financial 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
2025
Q2 		– Sell
-3,639
Closed -$26.6K – 621
2025
Q1 		$26.6K Buy
+3,639
New +$25.8K 0.08% 134

Other funds holding MITT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
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
AGC
Angelo Gordon & Co New York $1.06B AUM 47.95% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

LGT Financial Advisors's MITT Position: Q2 2025 in Review

LGT Financial Advisors sold out of TPG Mortgage Investment Trust (MITT) in Q2 2025, closing a stake of 3,639 shares — an estimated $26.6K sold.

LGT Financial Advisors first reported a position in MITT in Q1 2025 and held it in 1 quarter. The position peaked at $26.6K in Q1 2025. 88 funds tracked by Wall St. Rank hold MITT as of Q2 2025.

  • LGT Financial Advisors reported no remaining TPG Mortgage Investment Trust position as of Q2 2025 after selling out during the quarter.
  • LGT Financial Advisors sold 3,639 TPG Mortgage Investment Trust shares in Q2 2025, an estimated $26.6K.
  • LGT Financial Advisors first reported a position in TPG Mortgage Investment Trust in Q1 2025 and held it in 1 quarter.
  • LGT Financial Advisors's TPG Mortgage Investment Trust position peaked at $26.6K in Q1 2025.
  • 88 funds tracked by Wall St. Rank held TPG Mortgage Investment Trust as of Q2 2025.

Based on LGT Financial Advisors's 13F filing for Q2 2025, filed 30 Jul 2025.