Raymond James Financial
MITT

Raymond James Financial’s TPG Mortgage Investment Trust MITT Stock Holding History

Raymond James Financial’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
Q4 		– Sell
-22,919
Closed -$166K – 5283
2025
Q3 		$166K Sell
22,919
-90,087
-80% -$684K ﹤0.01% 4665
2025
Q2 		$853K Hold
113,006
– – ﹤0.01% 3679
2025
Q1 		$825K Hold
113,006
– – ﹤0.01% 3617
2024
Q4 		$751K Buy
+113,006
New +$800K ﹤0.01% 3652

Other funds holding MITT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AGC
Angelo Gordon & Co New York $1.06B AUM 47.95% 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Raymond James Financial's MITT Position: Q4 2025 in Review

Raymond James Financial sold out of TPG Mortgage Investment Trust (MITT) in Q4 2025, closing a stake of 22,919 shares — an estimated $166K sold.

Raymond James Financial first reported a position in MITT in Q4 2024 and held it in 4 quarters. The position peaked at $853K in Q2 2025. 109 funds tracked by Wall St. Rank hold MITT as of Q4 2025.

  • Raymond James Financial reported no remaining TPG Mortgage Investment Trust position as of Q4 2025 after selling out during the quarter.
  • Raymond James Financial sold 22,919 TPG Mortgage Investment Trust shares in Q4 2025, an estimated $166K.
  • Raymond James Financial first reported a position in TPG Mortgage Investment Trust in Q4 2024 and held it in 4 quarters.
  • Raymond James Financial's TPG Mortgage Investment Trust position peaked at $853K in Q2 2025.
  • 109 funds tracked by Wall St. Rank held TPG Mortgage Investment Trust as of Q4 2025.

Based on Raymond James Financial's 13F filing for Q4 2025, filed 18 Feb 2026.