NRCM
SMRT icon

Northern Right Capital Management’s SmartRent SMRT Stock Holding History

Northern Right Capital Management’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 		$7.48M Buy
4,985,800
+1,506,341
+43% +$2.54M 2.66% 14
2025
Q4 		$7.03M Buy
3,479,459
+827,943
+31% +$1.36M 1.85% 18
2025
Q3 		$3.74M Buy
+2,651,516
New +$3.4M 1.16% 21

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
LPC
Long Pond Capital New York $1.05B 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Northern Right Capital Management's SMRT Position: Q1 2026 in Review

Northern Right Capital Management increased its SmartRent (SMRT) stake by 43% in Q1 2026, buying an estimated $2.54M and bringing the position to 4,985,800 shares worth $7.48M. The position accounts for 2.66% of the portfolio, ranked #14.

Northern Right Capital Management first reported a position in SMRT in Q3 2025 and has held it in 3 quarters since. 123 funds tracked by Wall St. Rank hold SMRT as of Q1 2026.

  • Northern Right Capital Management held 4,985,800 shares of SmartRent worth $7.48M as of Q1 2026.
  • Northern Right Capital Management bought 1,506,341 SmartRent shares in Q1 2026, an estimated $2.54M.
  • SmartRent made up 2.66% of Northern Right Capital Management's portfolio in Q1 2026, its #14 holding.
  • Northern Right Capital Management first reported a position in SmartRent in Q3 2025 and has held it in 3 quarters since.
  • 123 funds tracked by Wall St. Rank held SmartRent as of Q1 2026.

Based on Northern Right Capital Management's 13F filing for Q1 2026, filed 15 May 2026.