Tortoise Investment Management’s Simon Property Group SPG Stock Holding History

Tortoise Investment Management’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
2025 Q4	–	Sell	-19	Closed	-$3.57K	–	1263
2025 Q3	$3.57K	Buy	19 +6	+46%	+$1.04K	﹤0.01%	756
2025 Q2	$2.09K	Buy	+13	New	+$2.05K	﹤0.01%	789
2023 Q4	–	Sell	-4	Closed	-$432	–	816
2023 Q3	$432	Buy	+4	New	+$468	﹤0.01%	762
2021 Q3	–	Sell	-51	Closed	-$7K	–	634
2021 Q2	$7K	Buy	+51	New	+$6.34K	﹤0.01%	499

Other funds holding SPG

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

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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

Norges Bank Oslo, Norway $1T AUM

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

Tortoise Investment Management sold out of Simon Property Group (SPG) in Q4 2025, closing a stake of 19 shares — an estimated $3.57K sold.

Tortoise Investment Management first reported a position in SPG in Q2 2021 and held it in 4 quarters. The position peaked at $7K in Q2 2021. 1,289 funds tracked by Wall St. Rank hold SPG as of Q4 2025.

Tortoise Investment Management reported no remaining Simon Property Group position as of Q4 2025 after selling out during the quarter.
Tortoise Investment Management sold 19 Simon Property Group shares in Q4 2025, an estimated $3.57K.
Tortoise Investment Management first reported a position in Simon Property Group in Q2 2021 and held it in 4 quarters.
Tortoise Investment Management's Simon Property Group position peaked at $7K in Q2 2021.
1,289 funds tracked by Wall St. Rank held Simon Property Group as of Q4 2025.

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