Merit Financial Group’s SmartRent SMRT Stock Holding History

Merit Financial Group’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
2025 Q3	–	Sell	-10,843	Closed	-$10.7K	–	1855
2025 Q2	$10.7K	Buy	+10,843	New	+$9.69K	﹤0.01%	1696

Other funds holding SMRT

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

OCM

Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return

LPC

Long Pond Capital New York $1.05B AUM 16.49% 1-Year Est. Return

BDAM

Blue Door Asset Management Stamford, Connecticut $159M AUM 38.2% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Tikvah Management Charlotte, North Carolina $323M AUM 69.61% 1-Year Est. Return

SCGM

Starwood Capital Group Management Miami Beach, Florida $188M AUM 17.68% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Merit Financial Group's SMRT Position: Q3 2025 in Review

Merit Financial Group sold out of SmartRent (SMRT) in Q3 2025, closing a stake of 10,843 shares — an estimated $10.7K sold.

Merit Financial Group first reported a position in SMRT in Q2 2025 and held it in 1 quarter. The position peaked at $10.7K in Q2 2025. 109 funds tracked by Wall St. Rank hold SMRT as of Q3 2025.

Merit Financial Group reported no remaining SmartRent position as of Q3 2025 after selling out during the quarter.
Merit Financial Group sold 10,843 SmartRent shares in Q3 2025, an estimated $10.7K.
Merit Financial Group first reported a position in SmartRent in Q2 2025 and held it in 1 quarter.
Merit Financial Group's SmartRent position peaked at $10.7K in Q2 2025.
109 funds tracked by Wall St. Rank held SmartRent as of Q3 2025.

Based on Merit Financial Group's 13F filing for Q3 2025, filed 20 Oct 2025.