West Oak Capital’s SmartRent SMRT Stock Holding History

West Oak Capital’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 Q3	$1	Hold	100	–	–	﹤0.01%	268
2025 Q2	$1	Hold	100	–	–	﹤0.01%	296
2025 Q1	$1	Hold	100	–	–	﹤0.01%	302
2024 Q4	$2K	Hold	100	–	–	﹤0.01%	298
2024 Q3	$2	Hold	100	–	–	﹤0.01%	301
2024 Q2	$239	Hold	100	–	–	﹤0.01%	313
2024 Q1	$0	Hold	100	–	–	﹤0.01%	315
2023 Q4	$0	Hold	100	–	–	﹤0.01%	318
2023 Q3	$0	Hold	100	–	–	﹤0.01%	310
2023 Q2	$383	Hold	100	–	–	﹤0.01%	309
2023 Q1	$255	Hold	100	–	–	﹤0.01%	315
2022 Q4	$0	Hold	100	–	–	﹤0.01%	325
2022 Q3	$0	Hold	100	–	–	﹤0.01%	333
2022 Q2	$0	Hold	100	–	–	﹤0.01%	364
2022 Q1	$1K	Hold	100	–	–	﹤0.01%	347
2021 Q4	$1K	Buy	+100	New	+$1.14K	﹤0.01%	349

Other funds holding SMRT

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

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

LPC

Long Pond Capital New York $1.05B AUM 16.49% 1-Year Est. Return

BDAM

Blue Door Asset Management Stamford, Connecticut $159M AUM 38.2% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Tikvah Management Charlotte, North Carolina $323M AUM 69.61% 1-Year Est. Return

SCGM

Starwood Capital Group Management Miami Beach, Florida $188M AUM 17.68% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

West Oak Capital's SMRT Position: Q3 2025 in Review

West Oak Capital held its SmartRent (SMRT) position steady in Q3 2025 at 100 shares worth $1. The position accounts for ﹤0.01% of the portfolio, ranked #268.

West Oak Capital first reported a position in SMRT in Q4 2021 and has held it in 16 quarters since. The position peaked at $2K in Q4 2024. 109 funds tracked by Wall St. Rank hold SMRT as of Q3 2025.

West Oak Capital held 100 shares of SmartRent worth $1 as of Q3 2025.
West Oak Capital left its SmartRent share count unchanged in Q3 2025.
SmartRent made up ﹤0.01% of West Oak Capital's portfolio in Q3 2025, its #268 holding.
West Oak Capital first reported a position in SmartRent in Q4 2021 and has held it in 16 quarters since.
West Oak Capital's SmartRent position peaked at $2K in Q4 2024.
109 funds tracked by Wall St. Rank held SmartRent as of Q3 2025.

Based on West Oak Capital's 13F filing for Q3 2025, filed 3 Oct 2025.