We are live on ! Find out more
OZ icon

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

1.44% more ownership

Funds ownership: 33.91%35.35% (+1.4%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4% less funds holding

Funds holding: 4745 (-2)

15% less capital invested

Capital invested by funds: $83.6M → $71.3M (-$12.4M)

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
-2
Holders Change %
-4.26%
% of All Funds
0.55%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
7
Increased
5
Reduced
9
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Brown Advisory
26
Brown Advisory
Maryland
$299K
KWA
27
Kingswood Wealth Advisors
California
$284K +$55.2K +1,059 +25%
NW
28
NewEdge Wealth
Pennsylvania
$281K +$275K +5,281 New
OWA
29
Outlook Wealth Advisors
Texas
$266K
SW
30
SMART Wealth
Nebraska
$263K
PCA
31
Prosperity Capital Advisors
Ohio
$259K
AWM
32
Accurate Wealth Management
Florida
$240K +$238K +4,558 New
TYCC
33
Texas Yale Capital Corp
Florida
$223K
FB
34
Fulton Bank
Pennsylvania
$216K
MGIA
35
Moneta Group Investment Advisors
Missouri
$209K
XT
36
XTX Topco
Cayman Islands
$205K +$201K +3,859 New
AWM
37
Abound Wealth Management
Tennessee
$194K
UBS Group
38
UBS Group
Switzerland
$182K -$43.2K -829 -20%
Morgan Stanley
39
Morgan Stanley
New York
$171K -$85.8K -1,646 -34%
HIC
40
Hamrick Investment Counsel
Washington
$67.6K +$66.2K +1,270 New
RFG
41
REAP Financial Group
Texas
$51.6K -$184K -3,534 -78%
EB
42
Eastern Bank
Massachusetts
$31.5K
FA
43
Fountainhead AM
New Jersey
$19.8K
Jones Financial Companies
44
Jones Financial Companies
Missouri
$364 +$365 +7 New
Renaissance Technologies
45
Renaissance Technologies
New York
-$559K -8,600 Closed
CAS
46
Coppell Advisory Solutions
Texas
-$401K -6,150 Closed
Citadel Advisors
47
Citadel Advisors
Florida
-$280K -4,302 Closed
Raymond James Financial
48
Raymond James Financial
Florida
-$249K -3,832 Closed
Susquehanna International Group
49
Susquehanna International Group
Pennsylvania
-$220K -3,386 Closed
IAN
50
Integrated Advisors Network
Texas
-$218K -3,350 Closed