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Belpointe PREP
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Overview Fund Activity

38 hedge funds and large institutions have $76.4M invested in Belpointe PREP in 2024 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 7 increasing their positions, 11 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
38
Holders Change
-4
Holders Change %
-9.52%
% of All Funds
0.55%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
3
Increased
7
Reduced
11
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BAM
Belpointe Asset Management
Nevada
+$5.17M
2
FA
Fountainhead AM
New Jersey
+$781K
3
AFG
Atomi Financial Group
New York
+$545K
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$318K
5
RWB
RMR Wealth Builders
New Jersey
+$233K

Top Sellers

1
AWM
AE Wealth Management
Kansas
-$3.91M
2
BOSSRA
B.O.S.S. Retirement Advisors
Utah
-$1.86M
3
RFG
REAP Financial Group
Texas
-$1.49M
4
LAS
Lloyd Advisory Services
Georgia
-$1.33M
5
Citadel Advisors
Citadel Advisors
Florida
-$588K
Name Holding Trade Value Shares
Change 		Shares
Change %
Susquehanna International Group
26
Susquehanna International Group
Pennsylvania
$238K -$346K -5,687 -59%
RWB
27
RMR Wealth Builders
New Jersey
$233K +$233K +3,823 New
CASC
28
Coppell Advisory Solutions Corp
Texas
$220K +$220K +3,609 New
RJFSA
29
Raymond James Financial Services Advisors
Florida
$218K – – –
LIG
30
Lokken Investment Group
Delaware
$218K +$10.7K +175 +5%
IAN
31
Integrated Advisors Network
Texas
$204K – – –
Morgan Stanley
32
Morgan Stanley
New York
$183K -$296K -4,867 -62%
Carson Wealth (CWM LLC)
33
Carson Wealth (CWM LLC)
Nebraska
$153K -$302K -4,980 -66%
Osaic Holdings
34
Osaic Holdings
Arizona
$79.9K – – –
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$55K -$70.9K -1,160 -56%
Bank of America
36
Bank of America
North Carolina
$46.8K -$69.1K -1,135 -60%
CT
37
Cambridge Trust
Massachusetts
$36.1K – – –
CAM
38
Creekmur Asset Management
Illinois
$8.83K -$7.31K -120 -45%
BOSSRA
39
B.O.S.S. Retirement Advisors
Utah
– -$1.86M -24,115 Closed
LAS
40
Lloyd Advisory Services
Georgia
– -$1.33M -17,158 Closed
Citadel Advisors
41
Citadel Advisors
Florida
– -$588K -7,611 Closed
FAG
42
Fortitude Advisory Group
Washington
– -$353K -4,567 Closed
MFG
43
Merit Financial Group
Georgia
– -$243K -3,150 Closed
Wealth Enhancement Advisory Services
44
Wealth Enhancement Advisory Services
Minnesota
– -$201K -2,601 Closed
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