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 Q3	$590	Buy	500 +90	+22%	+$107	﹤0.01%	4637
2026 Q2	$488	Hold	410	–	–	﹤0.01%	4687
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%	3809
2022 Q3	$5K	Hold	405	–	–	﹤0.01%	4055
2022 Q2	$5K	Hold	405	–	–	﹤0.01%	3824
2022 Q1	$5K	Hold	405	–	–	﹤0.01%	3822
2021 Q4	$4K	Hold	405	–	–	﹤0.01%	2597
2021 Q3	$5K	Buy	+405	New	+$5.01K	﹤0.01%	2574

Other funds holding SMRT

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Stoic Point Capital Management Palo Alto, California $153M AUM 1.6% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return

GatePass Capital Independence, Ohio $292M AUM 27.54% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Quinn Opportunity Partners Charlottesville, Virginia $1.85B AUM 1.27% 1-Year Est. Return

IFP Advisors's SMRT Position: Q3 2026 in Review

IFP Advisors increased its SmartRent (SMRT) stake by 22% in Q3 2026, buying an estimated $107 and bringing the position to 500 shares worth $590. The position accounts for ﹤0.01% of the portfolio, ranked #4637.

IFP Advisors first reported a position in SMRT in Q3 2021 and has held it in 21 quarters since. The position peaked at $5K in Q4 2022. 47 funds tracked by Wall St. Rank hold SMRT as of Q3 2026.

IFP Advisors held 500 shares of SmartRent worth $590 as of Q3 2026.
IFP Advisors bought 90 SmartRent shares in Q3 2026, an estimated $107.
SmartRent made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #4637 holding.
IFP Advisors first reported a position in SmartRent in Q3 2021 and has held it in 21 quarters since.
IFP Advisors's SmartRent position peaked at $5K in Q4 2022.
47 funds tracked by Wall St. Rank held SmartRent as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.