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Belpointe PREP
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Overview Fund Activity

42 hedge funds and large institutions have $128M invested in Belpointe PREP in 2023 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 4 increasing their positions, 7 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
42
Holders Change
-5
Holders Change %
-10.64%
% of All Funds
0.67%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
5
Increased
4
Reduced
7
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EWM
Empirical Wealth Management
Washington
+$2.25M
2
MAC
Mason & Associates (California)
California
+$563K
3
WA
Wealth Alliance
New York
+$515K
4
SC
Shay Capital
New York
+$463K
5
AWM
Accurate Wealth Management
Florida
+$425K

Top Sellers

1
AWM
AE Wealth Management
Kansas
-$2.16M
2
BAM
Belpointe Asset Management
Nevada
-$1.48M
3
MPW
MGO Private Wealth
California
-$883K
4
Citadel Advisors
Citadel Advisors
Florida
-$747K
5
Morgan Stanley
Morgan Stanley
New York
-$436K
Name Holding Trade Value Shares
Change 		Shares
Change %
UBS Group
26
UBS Group
Switzerland
$380K – – –
SW
27
SMART Wealth
Nebraska
$369K -$245K -2,610 -40%
CAS
28
Coppell Advisory Solutions
Texas
$337K -$3.08K -33 -0.9%
CASC
29
Coppell Advisory Solutions Corp
Texas
$337K -$3.08K -33 -0.9%
RJFSA
30
Raymond James Financial Services Advisors
Florida
$336K +$101K +1,081 +43%
LIG
31
Lokken Investment Group
Delaware
$319K – – –
IAN
32
Integrated Advisors Network
Texas
$314K – – –
MFG
33
Merit Financial Group
Georgia
$295K – – –
AFG
34
Atomi Financial Group
New York
$242K +$242K +2,584 New
RCA
35
Ranch Capital Advisors
Florida
$232K – – –
RI
36
Ridgewood Investments
New Jersey
$141K +$141K +1,500 New
Wells Fargo
37
Wells Fargo
California
$120K – – –
Osaic Holdings
38
Osaic Holdings
Arizona
$64.1K – – –
CT
39
Cambridge Trust
Massachusetts
$55.6K – – –
Lazard Asset Management
40
Lazard Asset Management
New York
$29K – – –
JWM
41
Janiczek Wealth Management
Colorado
$20.8K – – –
Bank of America
42
Bank of America
North Carolina
$188 – – –
MPW
43
MGO Private Wealth
California
– -$883K -8,830 Closed
Citadel Advisors
44
Citadel Advisors
Florida
– -$747K -7,469 Closed
LWM
45
Laidlaw Wealth Management
New York
– -$408K -4,075 Closed
Renaissance Technologies
46
Renaissance Technologies
New York
– -$250K -2,500 Closed
RFS
47
Retirement Financial Solutions
Tennessee
– -$230K -2,304 Closed
CF
48
Cantor Fitzgerald
New York
– -$200K -2,000 Closed
MSCM
49
McElhenny Sheffield Capital Management
Texas
– -$9.6K -96 Closed
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