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Integrated Wealth Concepts’s SmartRent SMRT Stock Holding History

Integrated Wealth Concepts’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 		$17 Buy
+14
New +$18 ﹤0.01% 5877

Other funds holding SMRT

Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
BlackRock
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
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
PAIM
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return

Integrated Wealth Concepts's SMRT Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in SmartRent (SMRT) in Q2 2026: 14 shares worth $17. The stake represents ﹤0.01% of the portfolio and ranks #5877 among its holdings.

130 funds tracked by Wall St. Rank hold SMRT as of Q2 2026.

  • Integrated Wealth Concepts held 14 shares of SmartRent worth $17 as of Q2 2026.
  • SmartRent was a new Integrated Wealth Concepts position in Q2 2026.
  • SmartRent made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #5877 holding.
  • 130 funds tracked by Wall St. Rank held SmartRent as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.