PCWA
MITT

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

Pacific Capital 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
2025
Q1 		– Sell
-100
Closed -$665 – 253
2024
Q4 		$665 Hold
100
– – ﹤0.01% 366
2024
Q3 		$751 Hold
100
– – ﹤0.01% 437
2024
Q2 		$664 Hold
100
– – ﹤0.01% 465
2024
Q1 		$612 Hold
100
– – ﹤0.01% 486
2023
Q4 		$635 Buy
+100
New +$543 ﹤0.01% 309

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
AGC
Angelo Gordon & Co New York $1.06B AUM 47.95% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Pacific Capital Wealth Advisors's MITT Position: Q1 2025 in Review

Pacific Capital Wealth Advisors sold out of TPG Mortgage Investment Trust (MITT) in Q1 2025, closing a stake of 100 shares — an estimated $665 sold.

Pacific Capital Wealth Advisors first reported a position in MITT in Q4 2023 and held it in 5 quarters. The position peaked at $751 in Q3 2024. 83 funds tracked by Wall St. Rank hold MITT as of Q1 2025.

  • Pacific Capital Wealth Advisors reported no remaining TPG Mortgage Investment Trust position as of Q1 2025 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 100 TPG Mortgage Investment Trust shares in Q1 2025, an estimated $665.
  • Pacific Capital Wealth Advisors first reported a position in TPG Mortgage Investment Trust in Q4 2023 and held it in 5 quarters.
  • Pacific Capital Wealth Advisors's TPG Mortgage Investment Trust position peaked at $751 in Q3 2024.
  • 83 funds tracked by Wall St. Rank held TPG Mortgage Investment Trust as of Q1 2025.

Based on Pacific Capital Wealth Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.