Tortoise Investment Management’s Newmark Group NMRK Stock Holding History

Tortoise Investment Management’s Portfolio NMRK Stock Details NMRK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-283	Closed	-$5.28K	–	1015
2025 Q3	$5.28K	Buy	283 +52	+23%	+$844	﹤0.01%	689
2025 Q2	$2.81K	Hold	231	–	–	﹤0.01%	732
2025 Q1	$2.81K	Hold	231	–	–	﹤0.01%	683
2024 Q4	$2.96K	Hold	231	–	–	﹤0.01%	726
2024 Q3	$3.59K	Hold	231	–	–	﹤0.01%	715
2024 Q2	$2.36K	Hold	231	–	–	﹤0.01%	767
2024 Q1	$2.56K	Hold	231	–	–	﹤0.01%	746
2023 Q4	$2.53K	Hold	231	–	–	﹤0.01%	681
2023 Q3	$1.49K	Hold	231	–	–	﹤0.01%	724
2023 Q2	$1.44K	Hold	231	–	–	﹤0.01%	719
2023 Q1	$1.64K	Hold	231	–	–	﹤0.01%	707
2022 Q4	$1.84K	Hold	231	–	–	﹤0.01%	699
2022 Q3	$2K	Hold	231	–	–	﹤0.01%	694
2022 Q2	$2K	Hold	231	–	–	﹤0.01%	687
2022 Q1	$4K	Hold	231	–	–	﹤0.01%	600
2021 Q4	$4K	Hold	231	–	–	﹤0.01%	566
2021 Q3	$3K	Hold	231	–	–	﹤0.01%	574
2021 Q2	$3K	Hold	231	–	–	﹤0.01%	561
2021 Q1	$2K	Hold	231	–	–	﹤0.01%	554
2020 Q4	$2K	Hold	231	–	–	﹤0.01%	515
2020 Q3	$1K	Buy	+231	New	+$999	﹤0.01%	508

Other funds holding NMRK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

ECP

Empyrean Capital Partners Los Angeles, California $3.03B AUM 47.81% 1-Year Est. Return

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

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

WHG

Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Tortoise Investment Management's NMRK Position: Q4 2025 in Review

Tortoise Investment Management sold out of Newmark Group (NMRK) in Q4 2025, closing a stake of 283 shares — an estimated $5.28K sold.

Tortoise Investment Management first reported a position in NMRK in Q3 2020 and held it in 21 quarters. The position peaked at $5.28K in Q3 2025. 301 funds tracked by Wall St. Rank hold NMRK as of Q4 2025.

Tortoise Investment Management reported no remaining Newmark Group position as of Q4 2025 after selling out during the quarter.
Tortoise Investment Management sold 283 Newmark Group shares in Q4 2025, an estimated $5.28K.
Tortoise Investment Management first reported a position in Newmark Group in Q3 2020 and held it in 21 quarters.
Tortoise Investment Management's Newmark Group position peaked at $5.28K in Q3 2025.
301 funds tracked by Wall St. Rank held Newmark Group as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.