RFP
MITT

Root Financial Partners’s TPG Mortgage Investment Trust MITT Stock Holding History

Root Financial Partners’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 		– Sell
-79
Closed -$577 – 2073
2026
Q1 		$577 Buy
+79
New +$653 ﹤0.01% 2818

Other funds holding MITT

Cambridge Investment Research Advisors
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MIG
Mariner Investment Group Harrison, New York $463M AUM 13.33% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Root Financial Partners's MITT Position: Q2 2026 in Review

Root Financial Partners sold out of TPG Mortgage Investment Trust (MITT) in Q2 2026, closing a stake of 79 shares — an estimated $577 sold.

Root Financial Partners first reported a position in MITT in Q1 2026 and held it in 1 quarter. The position peaked at $577 in Q1 2026. 18 funds tracked by Wall St. Rank hold MITT as of Q2 2026.

  • Root Financial Partners reported no remaining TPG Mortgage Investment Trust position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 79 TPG Mortgage Investment Trust shares in Q2 2026, an estimated $577.
  • Root Financial Partners first reported a position in TPG Mortgage Investment Trust in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's TPG Mortgage Investment Trust position peaked at $577 in Q1 2026.
  • 18 funds tracked by Wall St. Rank held TPG Mortgage Investment Trust as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.