BDAM
SMRT icon

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
Q2 		$7.06M Hold
5,932,081
– – 3.33% 9
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
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $7.21B AUM 45.97% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
DCM
Dimension Capital Management Coral Gables, Florida $854M AUM 21.01% 1-Year Est. Return
LPC
Long Pond Capital New York $1.04B AUM 2.38% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
PAIM
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Blue Door Asset Management's SMRT Position: Q2 2026 in Review

Blue Door Asset Management held its SmartRent (SMRT) position steady in Q2 2026 at 5,932,081 shares worth $7.06M. The position accounts for 3.33% of the portfolio, ranked #9.

Blue Door Asset Management first reported a position in SMRT in Q2 2022 and has held it in 17 quarters since. The position peaked at $14.2M in Q2 2024. 130 funds tracked by Wall St. Rank hold SMRT as of Q2 2026.

  • Blue Door Asset Management held 5,932,081 shares of SmartRent worth $7.06M as of Q2 2026.
  • Blue Door Asset Management left its SmartRent share count unchanged in Q2 2026.
  • SmartRent made up 3.33% of Blue Door Asset Management's portfolio in Q2 2026, its #9 holding.
  • Blue Door Asset Management first reported a position in SmartRent in Q2 2022 and has held it in 17 quarters since.
  • Blue Door Asset Management's SmartRent position peaked at $14.2M in Q2 2024.
  • 130 funds tracked by Wall St. Rank held SmartRent as of Q2 2026.

Based on Blue Door Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.