NW
MITT

Naviter Wealth’s TPG Mortgage Investment Trust MITT Stock Holding History

Naviter Wealth’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
2024
Q4 		– Sell
-18,547
Closed -$143K – 297
2024
Q3 		$143K Sell
18,547
-2,850
-13% -$20.7K 0.02% 235
2024
Q2 		$146K Buy
21,397
+4,450
+26% +$28.4K 0.02% 224
2024
Q1 		$107K Buy
16,947
+4,000
+31% +$24.6K 0.02% 224
2023
Q4 		$83.1K Buy
+12,947
New +$70.3K 0.02% 215

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
NRCM
Northern Right Capital Management Darien, Connecticut $281M AUM 56.22% 1-Year Est. Return
AGC
Angelo Gordon & Co New York $1.06B AUM 47.95% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Naviter Wealth's MITT Position: Q4 2024 in Review

Naviter Wealth sold out of TPG Mortgage Investment Trust (MITT) in Q4 2024, closing a stake of 18,547 shares — an estimated $143K sold.

Naviter Wealth first reported a position in MITT in Q4 2023 and held it in 4 quarters. The position peaked at $146K in Q2 2024. 87 funds tracked by Wall St. Rank hold MITT as of Q4 2024.

  • Naviter Wealth reported no remaining TPG Mortgage Investment Trust position as of Q4 2024 after selling out during the quarter.
  • Naviter Wealth sold 18,547 TPG Mortgage Investment Trust shares in Q4 2024, an estimated $143K.
  • Naviter Wealth first reported a position in TPG Mortgage Investment Trust in Q4 2023 and held it in 4 quarters.
  • Naviter Wealth's TPG Mortgage Investment Trust position peaked at $146K in Q2 2024.
  • 87 funds tracked by Wall St. Rank held TPG Mortgage Investment Trust as of Q4 2024.

Based on Naviter Wealth's 13F filing for Q4 2024, filed 7 Feb 2025.