Principal Financial Group
SMRT icon

Principal Financial Group’s SmartRent SMRT Stock Holding History

Principal 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
Q2 		– Sell
-12,069
Closed -$14.6K – 2311
2025
Q1 		$14.6K Buy
12,069
+904
+8% +$1.26K ﹤0.01% 2159
2024
Q4 		$19.5K Sell
11,165
-2,169
-16% -$3.63K ﹤0.01% 2200
2024
Q3 		$23.1K Sell
13,334
-5,609
-30% -$10.6K ﹤0.01% 2207
2024
Q2 		$45.3K Sell
18,943
-2,422
-11% -$5.94K ﹤0.01% 2292
2024
Q1 		$57.3K Sell
21,365
-2,004
-9% -$5.8K ﹤0.01% 2334
2023
Q4 		$74.5K Sell
23,369
-3,870
-14% -$11.3K ﹤0.01% 2301
2023
Q3 		$71.1K Buy
27,239
+7,670
+39% +$26.1K ﹤0.01% 2324
2023
Q2 		$74.9K Buy
19,569
+6,040
+45% +$18.5K ﹤0.01% 2329
2023
Q1 		$34.5K Sell
13,529
-1,145
-8% -$3.07K ﹤0.01% 2397
2022
Q4 		$35.7K Sell
14,674
-2,642
-15% -$6.53K ﹤0.01% 2381
2022
Q3 		$39K Sell
17,316
-1,147
-6% -$4.53K ﹤0.01% 2424
2022
Q2 		$83K Buy
+18,463
New +$93.2K ﹤0.01% 2412

Other funds holding SMRT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
LPC
Long Pond Capital New York $1.05B AUM 16.49% 1-Year Est. Return
UBS Group
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
BDAM
Blue Door Asset Management Stamford, Connecticut $159M AUM 38.2% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
TM
Tikvah Management Charlotte, North Carolina $323M AUM 69.61% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SCGM
Starwood Capital Group Management Miami Beach, Florida $188M AUM 17.68% 1-Year Est. Return

Principal Financial Group's SMRT Position: Q2 2025 in Review

Principal Financial Group sold out of SmartRent (SMRT) in Q2 2025, closing a stake of 12,069 shares — an estimated $14.6K sold.

Principal Financial Group first reported a position in SMRT in Q2 2022 and held it in 12 quarters. The position peaked at $83K in Q2 2022. 117 funds tracked by Wall St. Rank hold SMRT as of Q2 2025.

  • Principal Financial Group reported no remaining SmartRent position as of Q2 2025 after selling out during the quarter.
  • Principal Financial Group sold 12,069 SmartRent shares in Q2 2025, an estimated $14.6K.
  • Principal Financial Group first reported a position in SmartRent in Q2 2022 and held it in 12 quarters.
  • Principal Financial Group's SmartRent position peaked at $83K in Q2 2022.
  • 117 funds tracked by Wall St. Rank held SmartRent as of Q2 2025.

Based on Principal Financial Group's 13F filing for Q2 2025, filed 8 Aug 2025.