Belpointe PREP
32 hedge funds and large institutions have $118M invested in Belpointe PREP in 2022 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 4 increasing their positions, 5 reducing their positions, and 2 closing their positions.
New
Increased
Maintained
Reduced
Closed
Holders
32
Holders Change
+6
Holders Change %
+23.08%
% of All Funds
0.54%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
8
Increased
4
Reduced
5
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$11.4M |
| 2 |
UAS
United Asset Strategies
Garden City,
New York
|
+$9.94M |
| 3 |
Bank of New York Mellon
New York
|
+$1.37M |
| 4 |
E
Ergoteles
New York
|
+$1.17M |
| 5 |
SSWM
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
+$1.09M |
Top Sellers
| 1 |
BAM
Belpointe Asset Management
Reno,
Nevada
|
-$2.4M |
| 2 |
Renaissance Technologies
New York
|
-$391K |
| 3 |
Goldman Sachs
New York
|
-$383K |
| 4 |
EWM
Empirical Wealth Management
Seattle,
Washington
|
-$79.4K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$54.8K |
| Name | Holding | Trade Value |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
LIG
26
Lokken Investment Group
Lewes,
Delaware
| $332K | – | – | – |
|
|
IAN
27
Integrated Advisors Network
Dallas,
Texas
| $327K | – | – | – |
|
|
RJFSA
28
Raymond James Financial Services Advisors
St. Petersburg,
Florida
| $253K | – | – | – |
|
29
Wells Fargo
San Francisco,
California
| $125K | +$125K | +1,278 | New |
|
|
CT
30
Cambridge Trust
Cambridge,
Massachusetts
| $58K | – | – | – |
|
|
JWM
31
Janiczek Wealth Management
Denver,
Colorado
| $22K | +$22K | +222 | New |
|
|
32
Goldman Sachs
New York
| – | -$383K | -3,833 | Closed |
|
|
GAM
33
Gemmer Asset Management
Walnut Creek,
California
| – | -$5K | -55 | Closed |
|