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Belpointe PREP
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Overview Fund Activity

26 hedge funds and large institutions have $97M invested in Belpointe PREP in 2022 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 6 increasing their positions, 3 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
26
Holders Change
–
Holders Change %
0%
% of All Funds
0.41%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
5
Increased
6
Reduced
3
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PWS
Precision Wealth Strategies
Missouri
+$18.2M
2
Bank of New York Mellon
Bank of New York Mellon
New York
+$8.69M
3
BAM
Belpointe Asset Management
Nevada
+$1.88M
4
EWM
Empirical Wealth Management
Washington
+$1.13M
5
AWM
Accurate Wealth Management
Florida
+$779K

Top Sellers

1
AWM
AE Wealth Management
Kansas
-$10.5M
2
UAS
United Asset Strategies
New York
-$9.4M
3
Renaissance Technologies
Renaissance Technologies
New York
-$2.08M
4
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$751K
5
Marshall Wace
Marshall Wace
United Kingdom
-$327K
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
26
AE Wealth Management
Kansas
– -$10.5M -104,909 Closed
UAS
27
United Asset Strategies
New York
– -$9.4M -93,969 Closed
Carson Wealth (CWM LLC)
28
Carson Wealth (CWM LLC)
Nebraska
– -$751K -7,500 Closed
Marshall Wace
29
Marshall Wace
United Kingdom
– -$327K -3,269 Closed
SSA
30
Schonfeld Strategic Advisors
New York
– -$310K -3,100 Closed
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