Howard Marks’s SmartRent SMRT Stock Holding History

Howard Marks’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	$8.93M	Hold	7,505,294	–	–	0.12%	86
2026 Q1	$11.3M	Hold	7,505,294	–	–	0.17%	79
2025 Q4	$15.2M	Hold	7,505,294	–	–	0.22%	85
2025 Q3	$10.6M	Hold	7,505,294	–	–	0.16%	94
2025 Q2	$7.43M	Hold	7,505,294	–	–	0.13%	88
2025 Q1	$9.08M	Hold	7,505,294	–	–	0.18%	80
2024 Q4	$13.1M	Hold	7,505,294	–	–	0.23%	59
2024 Q3	$13M	Hold	7,505,294	–	–	0.21%	61
2024 Q2	$17.9M	Hold	7,505,294	–	–	0.28%	41
2024 Q1	$20.1M	Hold	7,505,294	–	–	0.32%	36
2023 Q4	$23.9M	Hold	7,505,294	–	–	0.35%	37
2023 Q3	$19.6M	Hold	7,505,294	–	–	0.28%	46
2023 Q2	$28.7M	Hold	7,505,294	–	–	0.38%	42
2023 Q1	$19.1M	Buy	7,505,294 +3,125,820	+71%	+$8.38M	0.21%	55
2022 Q4	$10.6M	Buy	4,379,474 +686,334	+19%	+$1.7M	0.11%	96
2022 Q3	$8.38M	Buy	3,693,140 +686,333	+23%	+$2.71M	0.09%	107
2022 Q2	$13.6M	Buy	3,006,807 +1,435,760	+91%	+$7.25M	0.16%	80
2022 Q1	$7.95M	Buy	+1,571,047	New	+$11.3M	0.08%	106

Other funds holding SMRT

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

DCM

Dimension Capital Management Coral Gables, Florida $854M AUM 21.01% 1-Year Est. Return

BDAM

Blue Door Asset Management Stamford, Connecticut $212M AUM 63.74% 1-Year Est. Return

LPC

Long Pond Capital New York $1.04B AUM 2.38% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Howard Marks's SMRT Position: Q2 2026 in Review

Howard Marks held its SmartRent (SMRT) position steady in Q2 2026 at 7,505,294 shares worth $8.93M. The position accounts for 0.12% of the portfolio, ranked #86.

Howard Marks first reported a position in SMRT in Q1 2022 and has held it in 18 quarters since. The position peaked at $28.7M in Q2 2023. 129 funds tracked by Wall St. Rank hold SMRT as of Q2 2026.

Howard Marks held 7,505,294 shares of SmartRent worth $8.93M as of Q2 2026.
Howard Marks left its SmartRent share count unchanged in Q2 2026.
SmartRent made up 0.12% of Howard Marks's portfolio in Q2 2026, its #86 holding.
Howard Marks first reported a position in SmartRent in Q1 2022 and has held it in 18 quarters since.
Howard Marks's SmartRent position peaked at $28.7M in Q2 2023.
129 funds tracked by Wall St. Rank held SmartRent as of Q2 2026.

Based on Oaktree Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.