LSV ASSET MANAGEMENT MITT AG MORTGAGE INVESTMENT TRUST INC

Ownership history in LSV ASSET MANAGEMENT  ·  49 quarters on record

AI Ownership Summary

LSV ASSET MANAGEMENT reported AG MORTGAGE INVESTMENT TRUST INC (MITT) in 49 quarterly 13F filings from 2024 Q2 through 2026 Q1. Peak portfolio weight reached 0.01% in 2025 Q4. The latest visible filing shows MITT at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this MITT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was LSV ASSET MANAGEMENT's position in AG MORTGAGE INVESTMENT TRUST INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

MITT was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How LSV ASSET MANAGEMENT held MITT — position size vs. price
% of Fund (quarterly)    MITT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 300,793 -5,487 -1.8% 0.00% $2K 2026-05-11 $7.74
2025 Q4 UNCHANGED 306,280 0% 0.01% $2.6M 2026-02-06 $8.20
2025 Q3 ADDED 306,280 +14,700 +5.0% 0.00% $2.2M 2025-11-06 $7.38
2025 Q2 ADDED 291,580 +55,635 +23.6% 0.01% $2.2M 2025-08-11 $6.80
2025 Q1 ADDED 235,945 +5,245 +2.3% 0.00% $1.7M 2025-05-09 $6.09
2024 Q4 REDUCED 10.0% +12.8% 230,700 -25,700 -10.0% 0.00% $1.5M 2025-02-13 $6.20
2024 Q3 ADDED 256,400 +89,200 +53.3% 0.00% $1.9M 2024-11-12 $5.78
2024 Q2 ADDED 167,200 +135,568 +428.6% 0.00% $1.1M 2024-08-06 $5.41
41 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About LSV ASSET MANAGEMENT and MITT

These are the practical questions this page is built to answer before you even open the full history table.

How long has LSV ASSET MANAGEMENT reported owning MITT?

LSV ASSET MANAGEMENT reported MITT across 8 quarterly 13F filings, from 2024 Q2 through 2026 Q1.

What was the largest reported MITT position in LSV ASSET MANAGEMENT's portfolio?

The largest reported portfolio weight for MITT was 0.01% in 2025 Q4.

What is the latest reported MITT position on this page?

The most recent filing on this page is 2026 Q1, when LSV ASSET MANAGEMENT reported 300,793 shares, equal to 0.00% of portfolio, with an estimated market value of $2K.

What does the chart on this MITT ownership page compare?

The chart compares LSV ASSET MANAGEMENT's quarterly MITT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did LSV ASSET MANAGEMENT time their MITT position?

Based on 13F filing dates vs. subsequent MITT price moves, LSV ASSET MANAGEMENT correctly timed 27 out of 39 reported position changes (69%). The annualised alpha on MITT relative to SPY over the holding period was -17.3%.

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