RWM
MITT

Ritholtz Wealth Management’s TPG Mortgage Investment Trust MITT Stock Holding History

Ritholtz Wealth 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
Q2 		$237K Buy
29,947
+4,444
+17% +$34.7K ﹤0.01% 1169
2026
Q1 		$186K Sell
25,503
-13,255
-34% -$110K ﹤0.01% 1145
2025
Q4 		$330K Buy
38,758
+24,933
+180% +$196K 0.01% 849
2025
Q3 		$100K Buy
+13,825
New +$105K ﹤0.01% 1022

Other funds holding MITT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
TGA
TPG GP A Fort Worth, Texas $5B AUM 58.56% 1-Year Est. Return

Ritholtz Wealth Management's MITT Position: Q2 2026 in Review

Ritholtz Wealth Management increased its TPG Mortgage Investment Trust (MITT) stake by 17% in Q2 2026, buying an estimated $34.7K and bringing the position to 29,947 shares worth $237K. The position accounts for ﹤0.01% of the portfolio, ranked #1169.

Ritholtz Wealth Management first reported a position in MITT in Q3 2025 and has held it in 4 quarters since. The position peaked at $330K in Q4 2025. 116 funds tracked by Wall St. Rank hold MITT as of Q2 2026.

  • Ritholtz Wealth Management held 29,947 shares of TPG Mortgage Investment Trust worth $237K as of Q2 2026.
  • Ritholtz Wealth Management bought 4,444 TPG Mortgage Investment Trust shares in Q2 2026, an estimated $34.7K.
  • TPG Mortgage Investment Trust made up ﹤0.01% of Ritholtz Wealth Management's portfolio in Q2 2026, its #1169 holding.
  • Ritholtz Wealth Management first reported a position in TPG Mortgage Investment Trust in Q3 2025 and has held it in 4 quarters since.
  • Ritholtz Wealth Management's TPG Mortgage Investment Trust position peaked at $330K in Q4 2025.
  • 116 funds tracked by Wall St. Rank held TPG Mortgage Investment Trust as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.