Blue Door Asset Management’s SmartRent SMRT Stock Holding History

Blue Door Asset 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
2026 Q1	$8.9M	Buy	5,932,081 +296,424	+5%	+$501K	5.61%	8
2025 Q4	$11.4M	Buy	5,635,657 +298,998	+6%	+$490K	4.61%	8
2025 Q3	$7.52M	Buy	5,336,659 +525,016	+11%	+$674K	3.96%	11
2025 Q2	$4.76M	Sell	4,811,643 -951,653	-17%	-$851K	2.47%	15
2025 Q1	$6.97M	Sell	5,763,296 -170,000	-3%	-$238K	3.73%	10
2024 Q4	$10.4M	Sell	5,933,296 -68,037	-1%	-$114K	3.84%	10
2024 Q3	$10.4M	Buy	6,001,333 +64,664	+1%	+$123K	6.73%	7
2024 Q2	$14.2M	Buy	5,936,669 +1,511,805	+34%	+$3.71M	8.2%	6
2024 Q1	$11.9M	Buy	4,424,864 +1,299,283	+42%	+$3.76M	7.07%	8
2023 Q4	$9.97M	Buy	3,125,581 +16,150	+0.5%	+$47.2K	5.4%	10
2023 Q3	$8.12M	Buy	3,109,431 +1,124,381	+57%	+$3.82M	5.76%	7
2023 Q2	$7.6M	Buy	1,985,050 +80,000	+4%	+$244K	2.63%	9
2023 Q1	$4.86M	Buy	1,905,050 +20,000	+1%	+$53.6K	2.75%	12
2022 Q4	$4.58M	Buy	1,885,050 +373,550	+25%	+$924K	4.12%	9
2022 Q3	$3.43M	Buy	1,511,500 +1,071,000	+243%	+$4.23M	4.2%	11
2022 Q2	$1.99M	Buy	+440,500	New	+$2.22M	2.05%	16

Other funds holding SMRT

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

OCM

Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

LPC

Long Pond Capital New York $1.05B AUM 16.49% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PAIM

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

NRCM

Northern Right Capital Management Darien, Connecticut $281M AUM 56.22% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Blue Door Asset Management's SMRT Position: Q1 2026 in Review

Blue Door Asset Management increased its SmartRent (SMRT) stake by 5.3% in Q1 2026, buying an estimated $501K and bringing the position to 5,932,081 shares worth $8.9M. The position accounts for 5.61% of the portfolio, ranked #8.

Blue Door Asset Management first reported a position in SMRT in Q2 2022 and has held it in 16 quarters since. The position peaked at $14.2M in Q2 2024. 123 funds tracked by Wall St. Rank hold SMRT as of Q1 2026.

Blue Door Asset Management held 5,932,081 shares of SmartRent worth $8.9M as of Q1 2026.
Blue Door Asset Management bought 296,424 SmartRent shares in Q1 2026, an estimated $501K.
SmartRent made up 5.61% of Blue Door Asset Management's portfolio in Q1 2026, its #8 holding.
Blue Door Asset Management first reported a position in SmartRent in Q2 2022 and has held it in 16 quarters since.
Blue Door Asset Management's SmartRent position peaked at $14.2M in Q2 2024.
123 funds tracked by Wall St. Rank held SmartRent as of Q1 2026.

Based on Blue Door Asset Management's 13F filing for Q1 2026, filed 15 May 2026.