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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
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $5.91B AUM 42.97% 1-Year Est. Return
BDAM
Blue Door Asset Management Stamford, Connecticut $153M AUM 38.2% 1-Year Est. Return
LPC
Long Pond Capital New York $978M AUM 16.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $93.4B AUM 35.1% 1-Year Est. Return
MCO
MAK Capital One New York $604M AUM 29.02% 1-Year Est. Return
NRCM
Northern Right Capital Management Darien, Connecticut $281M AUM 56.22% 1-Year Est. Return
TM
Tikvah Management Charlotte, North Carolina $323M AUM 69.61% 1-Year Est. Return