R Squared Ltd SMRT β€” SMARTRENT INC

Ownership history in R Squared Ltd  Β·  4 quarters on record

AI Ownership Summary

R Squared Ltd reported SMARTRENT INC (SMRT) in 4 quarterly 13F filings from 2025 Q2 through 2026 Q1. Peak portfolio weight reached 0.06% in 2026 Q1. The latest visible filing shows SMRT at 0.06% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SMRT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was R Squared Ltd's position in SMARTRENT INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

SMRT was reported at 0.06% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.06% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

SMRT stock page R Squared Ltd fund profile R Squared Ltd full holdings
How R Squared Ltd held SMRT β€” position size vs. price
% of Fund (quarterly)    SMRT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED β€” β€” β€” 78,481 +31,503 +67.1% 0.06% $118K 2026-04-29 $1.34
2025 Q4 REDUCED 8.9% -25.7% βœ… 46,978 -4,609 -8.9% 0.04% $95K 2026-01-30 $1.62
2025 Q3 ADDED β€” β€” β€” 51,587 +35,251 +215.8% 0.03% $73K 2025-11-12 $1.49
2025 Q2 INITIATED β€” β€” β€” 16,336 β€” β€” 0.01% $16K 2025-07-31 $1.01

🏒 Other funds also holding SMRT

As of 2026 Q1 β€” sorted by position size

Argos Wealth Advisors, LLC 0.09% Sage Investment Counsel LLC 0.02% Oasis Advisors, LLC 0.02% Dean, Jacobson Financial Services, LLC 3Y 0.02% OLIO Financial Planning 3Y 0.01% Aljian Capital Management, LLC 3Y 7Y 0.0% OPPENHEIMER ASSET MANAGEMENT INC. 3Y 7Y 0.0% Farther Finance Advisors, LLC 0.0% IFP Advisors, Inc 3Y 7Y 0.0% True Wealth Design, LLC 3Y 0.0%

FAQ About R Squared Ltd and SMRT

These are the practical questions this page is built to answer before you even open the full history table.

How long has R Squared Ltd reported owning SMRT?

R Squared Ltd reported SMRT across 4 quarterly 13F filings, from 2025 Q2 through 2026 Q1.

What was the largest reported SMRT position in R Squared Ltd's portfolio?

The largest reported portfolio weight for SMRT was 0.06% in 2026 Q1.

What is the latest reported SMRT position on this page?

The most recent filing on this page is 2026 Q1, when R Squared Ltd reported 78,481 shares, equal to 0.06% of portfolio, with an estimated market value of $118K.

What does the chart on this SMRT ownership page compare?

The chart compares R Squared Ltd's quarterly SMRT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did R Squared Ltd time their SMRT position?

Based on 13F filing dates vs. subsequent SMRT price moves, R Squared Ltd correctly timed 3 out of 3 reported position changes (100%). The annualised alpha on SMRT relative to SPY over the holding period was +23.3%.

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