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

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

OCM

Oaktree Capital Management Los Angeles, California $7.21B AUM 45.97% 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

IFP Advisors's SMRT Position: Q2 2026 in Review

IFP Advisors held its SmartRent (SMRT) position steady in Q2 2026 at 410 shares worth $488. The position accounts for ﹤0.01% of the portfolio, ranked #4687.

IFP Advisors first reported a position in SMRT in Q3 2021 and has held it in 20 quarters since. The position peaked at $5K in Q4 2022. 129 funds tracked by Wall St. Rank hold SMRT as of Q2 2026.

IFP Advisors held 410 shares of SmartRent worth $488 as of Q2 2026.
IFP Advisors left its SmartRent share count unchanged in Q2 2026.
SmartRent made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #4687 holding.
IFP Advisors first reported a position in SmartRent in Q3 2021 and has held it in 20 quarters since.
IFP Advisors's SmartRent position peaked at $5K in Q4 2022.
129 funds tracked by Wall St. Rank held SmartRent as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.