HighPoint Advisor Group’s SmartRent SMRT Stock Holding History

HighPoint Advisor Group’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 Q2	–	Sell	-14,000	Closed	-$12.8K	–	695
2025 Q1	$12.8K	Buy	+14,000	New	+$19.6K	﹤0.01%	656

Other funds holding SMRT

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

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

OCM

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

BDAM

Blue Door Asset Management Stamford, Connecticut $159M AUM 38.2% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Tikvah Management Charlotte, North Carolina $323M AUM 69.61% 1-Year Est. Return

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

SCGM

Starwood Capital Group Management Miami Beach, Florida $188M AUM 17.68% 1-Year Est. Return

HighPoint Advisor Group's SMRT Position: Q2 2025 in Review

HighPoint Advisor Group sold out of SmartRent (SMRT) in Q2 2025, closing a stake of 14,000 shares — an estimated $12.8K sold.

HighPoint Advisor Group first reported a position in SMRT in Q1 2025 and held it in 1 quarter. The position peaked at $12.8K in Q1 2025. 117 funds tracked by Wall St. Rank hold SMRT as of Q2 2025.

HighPoint Advisor Group reported no remaining SmartRent position as of Q2 2025 after selling out during the quarter.
HighPoint Advisor Group sold 14,000 SmartRent shares in Q2 2025, an estimated $12.8K.
HighPoint Advisor Group first reported a position in SmartRent in Q1 2025 and held it in 1 quarter.
HighPoint Advisor Group's SmartRent position peaked at $12.8K in Q1 2025.
117 funds tracked by Wall St. Rank held SmartRent as of Q2 2025.

Based on HighPoint Advisor Group's 13F filing for Q2 2025, filed 7 Aug 2025.