SteelPeak Wealth’s SmartRent SMRT Stock Holding History

SteelPeak Wealth’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 Q4	–	Sell	-35,207	Closed	-$49.6K	–	639
2025 Q3	$49.6K	Buy	35,207 +101	+0.3%	+$130	﹤0.01%	572
2025 Q2	$34.8K	Buy	35,106 +2,163	+7%	+$1.93K	﹤0.01%	554
2025 Q1	$39.9K	Buy	32,943 +13,771	+72%	+$19.3K	﹤0.01%	556
2024 Q4	$33.6K	Buy	+19,172	New	+$32.1K	﹤0.01%	547
2023 Q1	–	Sell	-13,060	Closed	-$31.7K	–	453
2022 Q4	$31.7K	Buy	+13,060	New	+$32.3K	﹤0.01%	402

Other funds holding SMRT

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Oaktree Capital Management Los Angeles, California $7.21B AUM 45.97% 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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

MCO

MAK Capital One New York $714M AUM 68.07% 1-Year Est. Return

NRCM

Northern Right Capital Management Darien, Connecticut $337M AUM 63.03% 1-Year Est. Return

Tikvah Management Charlotte, North Carolina $329M AUM 64.12% 1-Year Est. Return

SteelPeak Wealth's SMRT Position: Q4 2025 in Review

SteelPeak Wealth sold out of SmartRent (SMRT) in Q4 2025, closing a stake of 35,207 shares — an estimated $49.6K sold.

SteelPeak Wealth first reported a position in SMRT in Q4 2022 and held it in 5 quarters. The position peaked at $49.6K in Q3 2025. 123 funds tracked by Wall St. Rank hold SMRT as of Q4 2025.

SteelPeak Wealth reported no remaining SmartRent position as of Q4 2025 after selling out during the quarter.
SteelPeak Wealth sold 35,207 SmartRent shares in Q4 2025, an estimated $49.6K.
SteelPeak Wealth first reported a position in SmartRent in Q4 2022 and held it in 5 quarters.
SteelPeak Wealth's SmartRent position peaked at $49.6K in Q3 2025.
123 funds tracked by Wall St. Rank held SmartRent as of Q4 2025.

Based on SteelPeak Wealth's 13F filing for Q4 2025, filed 20 Jan 2026.