LPC
SMRT icon

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
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 $235B AUM 32.99% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BDAM
Blue Door Asset Management Stamford, Connecticut $159M AUM 38.2% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Long Pond Capital's SMRT Position: Q1 2026 in Review

Long Pond Capital held its SmartRent (SMRT) position steady in Q1 2026 at 5,610,150 shares worth $8.42M. The position accounts for 0.8% of the portfolio, ranked #29.

Long Pond Capital first reported a position in SMRT in Q1 2021 and has held it in 20 quarters since. The position peaked at $39.5M in Q3 2021. 123 funds tracked by Wall St. Rank hold SMRT as of Q1 2026.

  • Long Pond Capital held 5,610,150 shares of SmartRent worth $8.42M as of Q1 2026.
  • Long Pond Capital left its SmartRent share count unchanged in Q1 2026.
  • SmartRent made up 0.8% of Long Pond Capital's portfolio in Q1 2026, its #29 holding.
  • Long Pond Capital first reported a position in SmartRent in Q1 2021 and has held it in 20 quarters since.
  • Long Pond Capital's SmartRent position peaked at $39.5M in Q3 2021.
  • 123 funds tracked by Wall St. Rank held SmartRent as of Q1 2026.

Based on Long Pond Capital's 13F filing for Q1 2026, filed 14 May 2026.