AWM
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Avior Wealth Management’s SmartRent SMRT Stock Holding History

Avior Wealth Management’s Portfolio SMRT Stock Details SMRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-17,500
Closed -$17.3K – 732
2025
Q2 		$17.3K Hold
17,500
– – ﹤0.01% 683
2025
Q1 		$21.2K Hold
17,500
– – ﹤0.01% 720
2024
Q4 		$30.6K Buy
+17,500
New +$29.3K ﹤0.01% 1307
2024
Q2 		– Sell
-40
Closed -$107 – 3515
2024
Q1 		$107 Buy
+40
New +$116 ﹤0.01% 3162

Other funds holding SMRT

Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
LPC
Long Pond Capital New York $1.05B AUM 16.49% 1-Year Est. Return
BDAM
Blue Door Asset Management Stamford, Connecticut $159M AUM 38.2% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
TM
Tikvah Management Charlotte, North Carolina $323M AUM 69.61% 1-Year Est. Return
SCGM
Starwood Capital Group Management Miami Beach, Florida $188M AUM 17.68% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Avior Wealth Management's SMRT Position: Q3 2025 in Review

Avior Wealth Management sold out of SmartRent (SMRT) in Q3 2025, closing a stake of 17,500 shares — an estimated $17.3K sold.

Avior Wealth Management first reported a position in SMRT in Q1 2024 and held it in 4 quarters. The position peaked at $30.6K in Q4 2024. 109 funds tracked by Wall St. Rank hold SMRT as of Q3 2025.

  • Avior Wealth Management reported no remaining SmartRent position as of Q3 2025 after selling out during the quarter.
  • Avior Wealth Management sold 17,500 SmartRent shares in Q3 2025, an estimated $17.3K.
  • Avior Wealth Management first reported a position in SmartRent in Q1 2024 and held it in 4 quarters.
  • Avior Wealth Management's SmartRent position peaked at $30.6K in Q4 2024.
  • 109 funds tracked by Wall St. Rank held SmartRent as of Q3 2025.

Based on Avior Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.