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Belpointe PREP

47 hedge funds and large institutions have $145M invested in Belpointe PREP in 2022 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 6 increasing their positions, 7 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
47
Holders Change
+11
Holders Change %
+30.56%
% of All Funds
0.76%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
15
Increased
6
Reduced
7
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CA
26
Cetera Advisors
Colorado
$443K +$443K +4,430 New
TYCC
27
Texas Yale Capital Corp
Florida
$420K
LWM
28
Laidlaw Wealth Management
New York
$408K +$408K +4,075 New
FB
29
Fulton Bank
Pennsylvania
$406K
UBS Group
30
UBS Group
Switzerland
$405K
CAS
31
Coppell Advisory Solutions
Texas
$364K +$364K +3,642 New
CASC
32
Coppell Advisory Solutions Corp
Texas
$364K +$364K +3,642 New
LIG
33
Lokken Investment Group
Delaware
$340K
IAN
34
Integrated Advisors Network
Texas
$335K
MFG
35
Merit Financial Group
Georgia
$315K +$315K +3,150 New
RJFSA
36
Raymond James Financial Services Advisors
Florida
$250K -$9K -90 -3%
Renaissance Technologies
37
Renaissance Technologies
New York
$250K +$250K +2,500 New
RCA
38
Ranch Capital Advisors
Florida
$247K +$247K +2,470 New
RFS
39
Retirement Financial Solutions
Tennessee
$230K +$230K +2,304 New
CF
40
Cantor Fitzgerald
New York
$200K +$200K +2,000 New
Wells Fargo
41
Wells Fargo
California
$128K
Osaic Holdings
42
Osaic Holdings
Arizona
$68K +$68K +683 New
CT
43
Cambridge Trust
Massachusetts
$59K
Lazard Asset Management
44
Lazard Asset Management
New York
$31K +$31K +318 New
JWM
45
Janiczek Wealth Management
Colorado
$21.5K
MSCM
46
McElhenny Sheffield Capital Management
Texas
$9.6K +$9.6K +96 New
Bank of America
47
Bank of America
North Carolina
$200 -$100 -1 -33%
AWM
48
Accurate Wealth Management
Florida
-$1.36M -8,551 Closed
Jane Street
49
Jane Street
New York
-$473K -5,602 Closed
VF
50
Virtu Financial
New York
-$254K -3,007 Closed