Rockefeller Capital Management’s SmartRent SMRT Stock Holding History

Rockefeller 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	$37.1K	Buy	24,744 +19,780	+398%	+$33.4K	﹤0.01%	3426
2025 Q4	$10K	Buy	+4,964	New	+$8.13K	﹤0.01%	3799
2023 Q2	–	Sell	-27,500	Closed	-$70K	–	2001
2023 Q1	$70K	Buy	27,500 +7,450	+37%	+$20K	﹤0.01%	1910
2022 Q4	$48K	Buy	20,050 +15,050	+301%	+$37.2K	﹤0.01%	2412
2022 Q3	$11K	Buy	+5,000	New	+$19.7K	﹤0.01%	3054

Other funds holding SMRT

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 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 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 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

Rockefeller Capital Management's SMRT Position: Q1 2026 in Review

Rockefeller Capital Management increased its SmartRent (SMRT) stake by 398% in Q1 2026, buying an estimated $33.4K and bringing the position to 24,744 shares worth $37.1K. The position accounts for ﹤0.01% of the portfolio, ranked #3426.

Rockefeller Capital Management first reported a position in SMRT in Q3 2022 and has held it in 5 quarters since. The position peaked at $70K in Q1 2023. 123 funds tracked by Wall St. Rank hold SMRT as of Q1 2026.

Rockefeller Capital Management held 24,744 shares of SmartRent worth $37.1K as of Q1 2026.
Rockefeller Capital Management bought 19,780 SmartRent shares in Q1 2026, an estimated $33.4K.
SmartRent made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #3426 holding.
Rockefeller Capital Management first reported a position in SmartRent in Q3 2022 and has held it in 5 quarters since.
Rockefeller Capital Management's SmartRent position peaked at $70K in Q1 2023.
123 funds tracked by Wall St. Rank held SmartRent as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.