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Belpointe PREP
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Overview Fund Activity

42 hedge funds and large institutions have $100M invested in Belpointe PREP in 2023 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 10 increasing their positions, 6 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
42
Holders Change
+3
Holders Change %
+7.69%
% of All Funds
0.62%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
8
Increased
10
Reduced
6
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EWM
Empirical Wealth Management
Washington
+$9.96M
2
LAS
Lloyd Advisory Services
Georgia
+$1.33M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$741K
4
Citadel Advisors
Citadel Advisors
Florida
+$588K
5
AFG
Atomi Financial Group
New York
+$544K

Top Sellers

1
Bank of New York Mellon
Bank of New York Mellon
New York
-$9.17M
2
AWM
AE Wealth Management
Kansas
-$875K
3
MAC
Mason & Associates (California)
California
-$306K
4
UBS Group
UBS Group
Switzerland
-$155K
5
Osaic Holdings
Osaic Holdings
Arizona
-$52.8K
Name Holding Trade Value Shares
Change 		Shares
Change %
OWA
26
Outlook Wealth Advisors
Texas
$386K – – –
UBS Group
27
UBS Group
Switzerland
$382K -$155K -2,000 -29%
FAG
28
Fortitude Advisory Group
Washington
$353K +$353K +4,567 New
TYCC
29
Texas Yale Capital Corp
Florida
$324K – – –
FB
30
Fulton Bank
Pennsylvania
$314K – – –
CAS
31
Coppell Advisory Solutions
Texas
$279K -$2.55K -33 -0.9%
RJFSA
32
Raymond James Financial Services Advisors
Florida
$277K – – –
LIG
33
Lokken Investment Group
Delaware
$263K – – –
IAN
34
Integrated Advisors Network
Texas
$259K – – –
FIA
35
Foundations Investment Advisors
Arizona
$247K +$247K +3,893 New
MFG
36
Merit Financial Group
Georgia
$243K – – –
Wealth Enhancement Advisory Services
37
Wealth Enhancement Advisory Services
Minnesota
$201K – – –
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$159K +$159K +2,060 New
Bank of America
39
Bank of America
North Carolina
$147K +$41.3K +535 +39%
Osaic Holdings
40
Osaic Holdings
Arizona
$101K -$52.8K -683 -34%
CT
41
Cambridge Trust
Massachusetts
$45.8K – – –
CAM
42
Creekmur Asset Management
Illinois
$20.5K +$20.5K +265 New
Bank of New York Mellon
43
Bank of New York Mellon
New York
– -$9.17M -107,000 Closed
AWA
44
Authentikos Wealth Advisory
California
– -$27.1K -316 Closed
Lazard Asset Management
45
Lazard Asset Management
New York
– -$22K -260 Closed
JWM
46
Janiczek Wealth Management
Colorado
– -$19K -222 Closed
DFA
47
DHJJ Financial Advisors
Illinois
– -$943 -11 Closed
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