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Belpointe PREP

45 hedge funds and large institutions have $71.3M invested in Belpointe PREP in 2026 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 5 increasing their positions, 9 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership:

more funds holding in top 10

Funds holding in top 10:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

22% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 9

44% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 9

Holders
45
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EWM
1
Empirical Wealth Management
Washington
$13.1M
PWS
2
Precision Wealth Strategies
Missouri
$12.8M
BAM
3
Belpointe Asset Management
Nevada
$12M
Osaic Holdings
4
Osaic Holdings
Arizona
$5M
UAS
5
United Asset Strategies
New York
$4.75M
Lido Advisors
6
Lido Advisors
California
$3.4M
BIG
7
Brookwood Investment Group
Arizona
$2.01M
MAC
8
Mason & Associates (California)
California
$1.31M
WA
9
Wealth Alliance
New York
$1.22M
SSWM
10
Sheets Smith Wealth Management
North Carolina
$1.16M
RSWM
11
Robertson Stephens Wealth Management
California
$1.13M
Rockefeller Capital Management
12
Rockefeller Capital Management
New York
$977K
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$975K
Mariner
14
Mariner
Kansas
$930K
LPL Financial
15
LPL Financial
California
$875K
NWA
16
Navis Wealth Advisors
New York
$863K
USCWA
17
U.S. Capital Wealth Advisors
Texas
$845K
KWS
18
Keystone Wealth Services
California
$828K
BOSSRA
19
B.O.S.S. Retirement Advisors
Utah
$803K
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$696K
KAS
21
Kestra Advisory Services
Texas
$561K
FIA
22
Foundations Investment Advisors
Arizona
$426K
MA
23
Mutual Advisors
Nebraska
$399K
LBC
24
Lane Brothers & Co
Arizona
$329K
WWM
25
Walser Wealth Management
Florida
$322K