Morgan Stanley
SMRT icon

Morgan Stanley’s SmartRent SMRT Stock Holding History

Morgan Stanley’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 		$3.75M Buy
2,498,869
+353,442
+16% +$597K ﹤0.01% 4340
2025
Q4 		$4.33M Buy
2,145,427
+145,090
+7% +$238K ﹤0.01% 4293
2025
Q3 		$2.82M Sell
2,000,337
-231,587
-10% -$297K ﹤0.01% 4562
2025
Q2 		$2.21M Buy
2,231,924
+1,678,593
+303% +$1.5M ﹤0.01% 4636
2025
Q1 		$670K Sell
553,331
-183,527
-25% -$257K ﹤0.01% 5197
2024
Q4 		$1.29M Sell
736,858
-171,752
-19% -$288K ﹤0.01% 4956
2024
Q3 		$1.57M Buy
908,610
+297,591
+49% +$565K ﹤0.01% 4789
2024
Q2 		$1.46M Buy
611,019
+269,102
+79% +$660K ﹤0.01% 4754
2024
Q1 		$916K Sell
341,917
-609,769
-64% -$1.76M ﹤0.01% 4999
2023
Q4 		$3.04M Buy
951,686
+606,804
+176% +$1.77M ﹤0.01% 4706
2023
Q3 		$900K Sell
344,882
-17,452
-5% -$59.3K ﹤0.01% 4860
2023
Q2 		$1.39M Buy
362,334
+127,540
+54% +$390K ﹤0.01% 4635
2023
Q1 		$599K Sell
234,794
-22,992
-9% -$61.6K ﹤0.01% 5147
2022
Q4 		$626K Buy
257,786
+77,967
+43% +$193K ﹤0.01% 5122
2022
Q3 		$408K Buy
179,819
+139,182
+343% +$549K ﹤0.01% 5366
2022
Q2 		$184K Buy
40,637
+31,768
+358% +$160K ﹤0.01% 5945
2022
Q1 		$44K Sell
8,869
-54,304
-86% -$391K ﹤0.01% 6770
2021
Q4 		$612K Buy
63,173
+58,376
+1,217% +$665K ﹤0.01% 5421
2021
Q3 		$62K Buy
4,797
+3,372
+237% +$41.7K ﹤0.01% 6622
2021
Q2 		$17K Buy
1,425
+1,306
+1,097% +$14.1K ﹤0.01% 7058
2021
Q1 		$1K Buy
+119
New +$1.25K ﹤0.01% 7377

Other funds holding SMRT

Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $5.91B AUM 42.97% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
BDAM
Blue Door Asset Management Stamford, Connecticut $153M AUM 38.2% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $93.4B AUM 35.1% 1-Year Est. Return
LPC
Long Pond Capital New York $978M AUM 16.49% 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