Ullmann Wealth Partners Group’s TPG Mortgage Investment Trust MITT Stock Holding History

Ullmann Wealth Partners 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
2026 Q3	$94.9K	Buy	+16,569	New	+$114K	0.01%	183

Other funds holding MITT

Mariner Investment Group Harrison, New York $587M AUM 3.44% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $7.73B AUM 29.41% 1-Year Est. Return

STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return

Ullmann Wealth Partners Group's MITT Position: Q3 2026 in Review

Ullmann Wealth Partners Group opened a new position in TPG Mortgage Investment Trust (MITT) in Q3 2026: 16,569 shares worth $94.9K. The stake represents 0.01% of the portfolio and ranks #183 among its holdings.

25 funds tracked by Wall St. Rank hold MITT as of Q3 2026.

Ullmann Wealth Partners Group held 16,569 shares of TPG Mortgage Investment Trust worth $94.9K as of Q3 2026.
TPG Mortgage Investment Trust was a new Ullmann Wealth Partners Group position in Q3 2026.
TPG Mortgage Investment Trust made up 0.01% of Ullmann Wealth Partners Group's portfolio in Q3 2026, its #183 holding.
25 funds tracked by Wall St. Rank held TPG Mortgage Investment Trust as of Q3 2026.

Based on Ullmann Wealth Partners Group's 13F filing for Q3 2026, filed 2 Nov 2026.