Red Tortoise LLC’s Simon Property Group SPG Stock Holding History

Red Tortoise LLC’s Portfolio SPG Stock Details SPG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$4.29K	Hold	23	–	–	﹤0.01%	408
2025 Q4	$4.26K	Hold	23	–	–	﹤0.01%	407
2025 Q3	$4.32K	Hold	23	–	–	﹤0.01%	406
2025 Q2	$3.7K	Hold	23	–	–	﹤0.01%	411
2025 Q1	$3.82K	Hold	23	–	–	﹤0.01%	390
2024 Q4	$3.96K	Hold	23	–	–	﹤0.01%	399
2024 Q3	$3.89K	Hold	23	–	–	﹤0.01%	401
2024 Q2	$3.49K	Hold	23	–	–	﹤0.01%	403
2024 Q1	$3.6K	Hold	23	–	–	﹤0.01%	398
2023 Q4	$3.28K	Hold	23	–	–	﹤0.01%	364
2023 Q3	$2.48K	Hold	23	–	–	﹤0.01%	397
2023 Q2	$2.66K	Hold	23	–	–	﹤0.01%	395
2023 Q1	$2.58K	Hold	23	–	–	﹤0.01%	397
2022 Q4	$2.7K	Buy	+23	New	+$2.56K	﹤0.01%	421
2021 Q4	–	Sell	-23	Closed	-$2K	–	437
2021 Q3	$2K	Buy	+23	New	+$2.99K	﹤0.01%	467

Other funds holding SPG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Red Tortoise LLC's SPG Position: Q1 2026 in Review

Red Tortoise LLC held its Simon Property Group (SPG) position steady in Q1 2026 at 23 shares worth $4.29K. The position accounts for ﹤0.01% of the portfolio, ranked #408.

Red Tortoise LLC first reported a position in SPG in Q3 2021 and has held it in 15 quarters since. The position peaked at $4.32K in Q3 2025. 1,310 funds tracked by Wall St. Rank hold SPG as of Q1 2026.

Red Tortoise LLC held 23 shares of Simon Property Group worth $4.29K as of Q1 2026.
Red Tortoise LLC left its Simon Property Group share count unchanged in Q1 2026.
Simon Property Group made up ﹤0.01% of Red Tortoise LLC's portfolio in Q1 2026, its #408 holding.
Red Tortoise LLC first reported a position in Simon Property Group in Q3 2021 and has held it in 15 quarters since.
Red Tortoise LLC's Simon Property Group position peaked at $4.32K in Q3 2025.
1,310 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2026.

Based on Red Tortoise LLC's 13F filing for Q1 2026, filed 21 Apr 2026.