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Punch & Associates Investment Management’s SmartRent SMRT Stock Holding History

Punch & Associates Investment 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
Q2 		$6.3M Buy
5,292,880
+260,000
+5% +$330K 0.31% 102
2026
Q1 		$7.55M Buy
5,032,880
+3,125,595
+164% +$5.28M 0.44% 86
2025
Q4 		$3.85M Buy
+1,907,285
New +$3.13M 0.22% 111

Other funds holding SMRT

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $7.21B AUM 45.97% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
DCM
Dimension Capital Management Coral Gables, Florida $854M AUM 21.01% 1-Year Est. Return
BDAM
Blue Door Asset Management Stamford, Connecticut $212M AUM 63.74% 1-Year Est. Return
LPC
Long Pond Capital New York $1.04B AUM 2.38% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Punch & Associates Investment Management's SMRT Position: Q2 2026 in Review

Punch & Associates Investment Management increased its SmartRent (SMRT) stake by 5.2% in Q2 2026, buying an estimated $330K and bringing the position to 5,292,880 shares worth $6.3M. The position accounts for 0.31% of the portfolio, ranked #102.

Punch & Associates Investment Management first reported a position in SMRT in Q4 2025 and has held it in 3 quarters since. The position peaked at $7.55M in Q1 2026. 129 funds tracked by Wall St. Rank hold SMRT as of Q2 2026.

  • Punch & Associates Investment Management held 5,292,880 shares of SmartRent worth $6.3M as of Q2 2026.
  • Punch & Associates Investment Management bought 260,000 SmartRent shares in Q2 2026, an estimated $330K.
  • SmartRent made up 0.31% of Punch & Associates Investment Management's portfolio in Q2 2026, its #102 holding.
  • Punch & Associates Investment Management first reported a position in SmartRent in Q4 2025 and has held it in 3 quarters since.
  • Punch & Associates Investment Management's SmartRent position peaked at $7.55M in Q1 2026.
  • 129 funds tracked by Wall St. Rank held SmartRent as of Q2 2026.

Based on Punch & Associates Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.