Belpointe PREP
44 hedge funds and large institutions have $57.7M invested in Belpointe PREP in 2026 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 3 increasing their positions, 13 reducing their positions, and 6 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
3.11% less ownership
Funds ownership: 35.79% → 32.68% (-3.1%)
6% less funds holding
Funds holding: 47 → 44 (-3)
33% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 6
66% less capital inflows, than outflows
Capital inflows: $1.79M | Capital outflows: $5.2M
77% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 13
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Arax Advisory Partners
Denver,
Colorado
|
+$783K |
| 2 |
LPL Financial
San Diego,
California
|
+$447K |
| 3 |
TAP
Tounjian Advisory Partners
Fort Myers,
Florida
|
+$309K |
| 4 |
Central Trust Company
Jefferson City,
Missouri
|
+$192K |
| 5 |
BNP Paribas Financial Markets
Paris,
France
|
+$29.6K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lido Advisors
Los Angeles,
California
|
-$2.02M |
| 2 |
Kestra Advisory Services
Austin,
Texas
|
-$561K |
| 3 |
Belpointe Asset Management
Reno,
Nevada
|
-$437K |
| 4 |
PWS
Precision Wealth Strategies
Saint Louis,
Missouri
|
-$280K |
| 5 |
Empirical Wealth Management
Seattle,
Washington
|
-$277K |
OZ Hedge Fund Activity: Q2 2026 in Review
44 of the 8,358 institutional investors tracked by Wall St. Rank reported a position in Belpointe PREP (OZ) for Q2 2026, worth a combined $57.7M — down 20% from $72.1M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of OZ and 4 opened new positions — a net loss of 2 holders — while 13 trimmed existing stakes and 3 added.
The largest buyer was Arax Advisory Partners, opening a new position worth an estimated $783K. The largest seller was Lido Advisors, cutting an estimated $2.02M.
- 44 institutional investors held Belpointe PREP (OZ) as of Q2 2026, down from 47 in Q1 2026.
- Funds reported $57.7M of Belpointe PREP stock for Q2 2026, down 20% quarter-over-quarter.
- 4 funds opened new Belpointe PREP positions in Q2 2026 and 6 closed out, a net change of -2 holders.
- The largest Belpointe PREP buyer in Q2 2026 was Arax Advisory Partners, an estimated $783K added.
- The largest Belpointe PREP seller in Q2 2026 was Lido Advisors, an estimated $2.02M sold.
Based on aggregated 13F filings for Q2 2026.