Creative Planning’s SmartRent SMRT Stock Holding History

Creative Planning’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 Q1	–	Sell	-20,954	Closed	-$36.7K	–	3697
2024 Q4	$36.7K	Buy	+20,954	New	+$35.1K	﹤0.01%	3279

Other funds holding SMRT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

LPC

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

OCM

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

LBIM

Land & Buildings Investment Management Stamford, Connecticut $591M AUM 10.19% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Creative Planning's SMRT Position: Q1 2025 in Review

Creative Planning sold out of SmartRent (SMRT) in Q1 2025, closing a stake of 20,954 shares — an estimated $36.7K sold.

Creative Planning first reported a position in SMRT in Q4 2024 and held it in 1 quarter. The position peaked at $36.7K in Q4 2024. 127 funds tracked by Wall St. Rank hold SMRT as of Q1 2025.

Creative Planning reported no remaining SmartRent position as of Q1 2025 after selling out during the quarter.
Creative Planning sold 20,954 SmartRent shares in Q1 2025, an estimated $36.7K.
Creative Planning first reported a position in SmartRent in Q4 2024 and held it in 1 quarter.
Creative Planning's SmartRent position peaked at $36.7K in Q4 2024.
127 funds tracked by Wall St. Rank held SmartRent as of Q1 2025.

Based on Creative Planning's 13F filing for Q1 2025, filed 15 May 2025.