Essential Partners’s SmartRent SMRT Stock Holding History

Essential 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 Q3	$184	Buy	+156	New	+$186	﹤0.01%	2614
2026 Q2	–	Sell	-1,138	Closed	-$1.71K	–	2948
2026 Q1	$1.71K	Sell	1,138 -755	-40%	-$1.28K	﹤0.01%	2067
2025 Q4	$3.82K	Sell	1,893 -1,174	-38%	-$1.92K	﹤0.01%	1541
2025 Q3	$4.32K	Sell	3,067 -2,290	-43%	-$2.94K	﹤0.01%	1481
2025 Q2	$5.3K	Buy	+5,357	New	+$4.79K	﹤0.01%	1033

Other funds holding SMRT

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Essential Partners's SMRT Position: Q3 2026 in Review

Essential Partners opened a new position in SmartRent (SMRT) in Q3 2026: 156 shares worth $184. The stake represents ﹤0.01% of the portfolio and ranks #2614 among its holdings. This is a return to the name: Essential Partners previously reported a position in SMRT as recently as Q1 2026.

Essential Partners first reported a position in SMRT in Q2 2025 and has held it in 5 quarters since. The position peaked at $5.3K in Q2 2025. 5 funds tracked by Wall St. Rank hold SMRT as of Q3 2026.

Essential Partners held 156 shares of SmartRent worth $184 as of Q3 2026.
SmartRent was a new Essential Partners position in Q3 2026.
SmartRent made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #2614 holding.
Essential Partners first reported a position in SmartRent in Q2 2025 and has held it in 5 quarters since.
Essential Partners's SmartRent position peaked at $5.3K in Q2 2025.
5 funds tracked by Wall St. Rank held SmartRent as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.