IA
SMRT icon

IFP Advisors’s SmartRent SMRT Stock Holding History

IFP Advisors’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 		$615 Sell
410
-116
-22% -$196 ﹤0.01% 4369
2025
Q4 		$1.06K Sell
526
-263
-33% -$431 ﹤0.01% 4057
2025
Q3 		$1.11K Sell
789
-1,732
-69% -$2.22K ﹤0.01% 3917
2025
Q2 		$2.5K Buy
2,521
+2,087
+481% +$1.87K ﹤0.01% 3797
2025
Q1 		$525 Hold
434
– – ﹤0.01% 3456
2024
Q4 		$760 Buy
434
+29
+7% +$49 ﹤0.01% 3333
2024
Q3 		$701 Hold
405
– – ﹤0.01% 3116
2024
Q2 		$968 Hold
405
– – ﹤0.01% 2995
2024
Q1 		$1.08K Hold
405
– – ﹤0.01% 2850
2023
Q4 		$1.29K Hold
405
– – ﹤0.01% 2772
2023
Q3 		$1.06K Hold
405
– – ﹤0.01% 2990
2023
Q2 		$1.55K Hold
405
– – ﹤0.01% 2959
2023
Q1 		$4.86K Hold
405
– – ﹤0.01% 2577
2022
Q4 		$5K Hold
405
– – ﹤0.01% 3810
2022
Q3 		$5K Hold
405
– – ﹤0.01% 4055
2022
Q2 		$5K Hold
405
– – ﹤0.01% 3824
2022
Q1 		$5K Hold
405
– – ﹤0.01% 3824
2021
Q4 		$4K Hold
405
– – ﹤0.01% 2597
2021
Q3 		$5K Buy
+405
New +$5.01K ﹤0.01% 2574

Other funds holding SMRT

Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $5.91B AUM 42.97% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
BDAM
Blue Door Asset Management Stamford, Connecticut $153M AUM 38.2% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $93.4B AUM 35.1% 1-Year Est. Return
LPC
Long Pond Capital New York $978M AUM 16.49% 1-Year Est. Return
Bank of America
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