Cerity Partners’s SmartRent SMRT Stock Holding History

Cerity Partners’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	$58.4K	Sell	38,931 -21,131	-35%	-$35.7K	﹤0.01%	3092
2025 Q4	$121K	Sell	60,062 -20,182	-25%	-$33.1K	﹤0.01%	2722
2025 Q3	$113K	Sell	80,244 -58,965	-42%	-$75.7K	﹤0.01%	2614
2025 Q2	$138K	Buy	139,209 +97,876	+237%	+$87.5K	﹤0.01%	2432
2025 Q1	$50K	Buy	+41,333	New	+$57.9K	﹤0.01%	2398

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

BDAM

Blue Door Asset Management Stamford, Connecticut $159M AUM 38.2% 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

Cerity Partners's SMRT Position: Q1 2026 in Review

Cerity Partners reduced its SmartRent (SMRT) stake by 35% in Q1 2026, selling an estimated $35.7K and leaving 38,931 shares worth $58.4K. The position accounts for ﹤0.01% of the portfolio, ranked #3092.

Cerity Partners first reported a position in SMRT in Q1 2025 and has held it in 5 quarters since. The position peaked at $138K in Q2 2025. 123 funds tracked by Wall St. Rank hold SMRT as of Q1 2026.

Cerity Partners held 38,931 shares of SmartRent worth $58.4K as of Q1 2026.
Cerity Partners sold 21,131 SmartRent shares in Q1 2026, an estimated $35.7K.
SmartRent made up ﹤0.01% of Cerity Partners's portfolio in Q1 2026, its #3092 holding.
Cerity Partners first reported a position in SmartRent in Q1 2025 and has held it in 5 quarters since.
Cerity Partners's SmartRent position peaked at $138K in Q2 2025.
123 funds tracked by Wall St. Rank held SmartRent as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.