TIM
REX icon

Tortoise Investment Management’s REX American Resources REX Stock Holding History

Tortoise Investment Management’s Portfolio REX Stock Details REX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-26
Closed -$796 – 1169
2025
Q3 		$796 Hold
26
– – ﹤0.01% 1099
2025
Q2 		$633 Buy
+26
New +$548 ﹤0.01% 1052

Other funds holding REX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return
MP
Mangrove Partners Greenwich, Connecticut $1.52B AUM 36.54% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Tortoise Investment Management sold out of REX American Resources (REX) in Q4 2025, closing a stake of 26 shares — an estimated $796 sold.

Tortoise Investment Management first reported a position in REX in Q2 2025 and held it in 2 quarters. The position peaked at $796 in Q3 2025. 203 funds tracked by Wall St. Rank hold REX as of Q4 2025.

  • Tortoise Investment Management reported no remaining REX American Resources position as of Q4 2025 after selling out during the quarter.
  • Tortoise Investment Management sold 26 REX American Resources shares in Q4 2025, an estimated $796.
  • Tortoise Investment Management first reported a position in REX American Resources in Q2 2025 and held it in 2 quarters.
  • Tortoise Investment Management's REX American Resources position peaked at $796 in Q3 2025.
  • 203 funds tracked by Wall St. Rank held REX American Resources as of Q4 2025.

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