SSG
MITT

Summit Securities Group’s TPG Mortgage Investment Trust MITT Stock Holding History

Summit Securities Group’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
Q3 		– Sell
-400
Closed -$3.02K – 1235
2025
Q2 		$3.02K Buy
+400
New +$2.77K ﹤0.01% 1009
2024
Q4 		– Sell
-3,983
Closed -$30K – 802
2024
Q3 		$30K Buy
+3,983
New +$28.9K 0.01% 290
2015
Q3 		– Sell
-667
Closed -$35K – 451
2015
Q2 		$35K Buy
667
+500
+299% +$28.2K 0.02% 266
2015
Q1 		$9K Buy
+167
New +$9.34K 0.01% 287

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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Summit Securities Group's MITT Position: Q3 2025 in Review

Summit Securities Group sold out of TPG Mortgage Investment Trust (MITT) in Q3 2025, closing a stake of 400 shares — an estimated $3.02K sold.

Summit Securities Group first reported a position in MITT in Q1 2015 and held it in 4 quarters. The position peaked at $35K in Q2 2015. 91 funds tracked by Wall St. Rank hold MITT as of Q3 2025.

  • Summit Securities Group reported no remaining TPG Mortgage Investment Trust position as of Q3 2025 after selling out during the quarter.
  • Summit Securities Group sold 400 TPG Mortgage Investment Trust shares in Q3 2025, an estimated $3.02K.
  • Summit Securities Group first reported a position in TPG Mortgage Investment Trust in Q1 2015 and held it in 4 quarters.
  • Summit Securities Group's TPG Mortgage Investment Trust position peaked at $35K in Q2 2015.
  • 91 funds tracked by Wall St. Rank held TPG Mortgage Investment Trust as of Q3 2025.

Based on Summit Securities Group's 13F filing for Q3 2025, filed 13 Nov 2025.