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Belpointe PREP
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Overview Fund Activity

38 hedge funds and large institutions have $120M invested in Belpointe PREP in 2023 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 5 increasing their positions, 6 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
38
Holders Change
-4
Holders Change %
-9.52%
% of All Funds
0.6%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
2
Increased
5
Reduced
6
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BAM
Belpointe Asset Management
Nevada
+$1.78M
2
LPL Financial
LPL Financial
California
+$1.33M
3
AFG
Atomi Financial Group
New York
+$703K
4
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$125K
5
Bank of America
Bank of America
North Carolina
+$73.5K

Top Sellers

1
AWM
AE Wealth Management
Kansas
-$1.26M
2
SSWM
Sheets Smith Wealth Management
North Carolina
-$1.05M
3
EWM
Empirical Wealth Management
Washington
-$706K
4
Morgan Stanley
Morgan Stanley
New York
-$700K
5
SC
Shay Capital
New York
-$463K
Name Holding Trade Value Shares
Change 		Shares
Change %
SW
26
SMART Wealth
Nebraska
$339K – – –
CAS
27
Coppell Advisory Solutions
Texas
$314K – – –
RJFSA
28
Raymond James Financial Services Advisors
Florida
$308K – – –
LIG
29
Lokken Investment Group
Delaware
$292K – – –
IAN
30
Integrated Advisors Network
Texas
$288K – – –
MFG
31
Merit Financial Group
Georgia
$271K – – –
Morgan Stanley
32
Morgan Stanley
New York
$259K -$700K -8,135 -73%
RCA
33
Ranch Capital Advisors
Florida
$213K – – –
RI
34
Ridgewood Investments
New Jersey
$129K – – –
Bank of America
35
Bank of America
North Carolina
$73.7K +$73.5K +854 +42,700%
Osaic Holdings
36
Osaic Holdings
Arizona
$58.8K – – –
CT
37
Cambridge Trust
Massachusetts
$51.6K – – –
JWM
38
Janiczek Wealth Management
Colorado
$19.1K – – –
SSWM
39
Sheets Smith Wealth Management
North Carolina
– -$1.05M -11,183 Closed
SC
40
Shay Capital
New York
– -$463K -4,933 Closed
AWM
41
Accurate Wealth Management
Florida
– -$425K -4,558 Closed
Wells Fargo
42
Wells Fargo
California
– -$120K -1,278 Closed
Lazard Asset Management
43
Lazard Asset Management
New York
– -$29K -318 Closed
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