LPC
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Long Pond Capital’s SmartRent SMRT Stock Holding History

Long Pond Capital’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 		$6.68M Hold
5,610,150
– – 0.64% 26
2026
Q1 		$8.42M Hold
5,610,150
– – 0.8% 29
2025
Q4 		$11.3M Sell
5,610,150
-455,943
-8% -$747K 1.33% 23
2025
Q3 		$8.55M Sell
6,066,093
-4,000,000
-40% -$5.13M 0.62% 23
2025
Q2 		$9.97M Hold
10,066,093
– – 0.64% 26
2025
Q1 		$12.2M Hold
10,066,093
– – 0.79% 29
2024
Q4 		$17.6M Hold
10,066,093
– – 0.89% 24
2024
Q3 		$17.4M Buy
10,066,093
+750,000
+8% +$1.42M 0.78% 30
2024
Q2 		$22.3M Buy
9,316,093
+5,320,147
+133% +$13M 1.19% 25
2024
Q1 		$10.7M Buy
3,995,946
+826,136
+26% +$2.39M 0.61% 28
2023
Q4 		$10.1M Sell
3,169,810
-239,512
-7% -$699K 0.81% 30
2023
Q3 		$8.9M Buy
+3,409,322
New +$11.6M 0.51% 26
2023
Q2 		– Sell
-380,000
Closed -$969K – 42
2023
Q1 		$969K Sell
380,000
-1,132,759
-75% -$3.04M 0.05% 38
2022
Q4 		$3.68M Sell
1,512,759
-10,390,686
-87% -$25.7M 0.22% 37
2022
Q3 		$27M Buy
11,903,445
+4,459,725
+60% +$17.6M 1.58% 24
2022
Q2 		$33.6M Buy
7,443,720
+1,678,028
+29% +$8.47M 1.67% 26
2022
Q1 		$29.2M Buy
5,765,692
+4,448,464
+338% +$32M 1.19% 23
2021
Q4 		$12.8M Sell
1,317,228
-1,718,801
-57% -$19.6M 0.46% 34
2021
Q3 		$39.5M Buy
3,036,029
+656,322
+28% +$8.12M 1.45% 26
2021
Q2 		$29.3M Buy
2,379,707
+119,708
+5% +$1.29M 1.02% 32
2021
Q1 		$22.6M Buy
+2,259,999
New +$23.8M 0.77% 34

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

Long Pond Capital's SMRT Position: Q2 2026 in Review

Long Pond Capital held its SmartRent (SMRT) position steady in Q2 2026 at 5,610,150 shares worth $6.68M. The position accounts for 0.64% of the portfolio, ranked #26.

Long Pond Capital first reported a position in SMRT in Q1 2021 and has held it in 21 quarters since. The position peaked at $39.5M in Q3 2021. 130 funds tracked by Wall St. Rank hold SMRT as of Q2 2026.

  • Long Pond Capital held 5,610,150 shares of SmartRent worth $6.68M as of Q2 2026.
  • Long Pond Capital left its SmartRent share count unchanged in Q2 2026.
  • SmartRent made up 0.64% of Long Pond Capital's portfolio in Q2 2026, its #26 holding.
  • Long Pond Capital first reported a position in SmartRent in Q1 2021 and has held it in 21 quarters since.
  • Long Pond Capital's SmartRent position peaked at $39.5M in Q3 2021.
  • 130 funds tracked by Wall St. Rank held SmartRent as of Q2 2026.

Based on Long Pond Capital's 13F filing for Q2 2026, filed 13 Aug 2026.