Belpointe PREP
40 hedge funds and large institutions have $92.5M invested in Belpointe PREP in 2024 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 5 increasing their positions, 9 reducing their positions, and 2 closing their positions.
350% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 2
28% more capital invested
Capital invested by funds: $72.2M → $92.5M (+$20.3M)
21% more funds holding
Funds holding: 33 → 40 (+7)
2.7% more ownership
Funds ownership: 34.21% → 36.91% (+2.7%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
44% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWM
Congress Wealth Management
Boston,
Massachusetts
|
+$2.82M |
| 2 |
RSWM
Robertson Stephens Wealth Management
San Francisco,
California
|
+$1.4M |
| 3 |
LWM
Laidlaw Wealth Management
New York City,
New York
|
+$1.04M |
| 4 |
BAM
Belpointe Asset Management
Reno,
Nevada
|
+$865K |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$372K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$754K |
| 2 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$276K |
| 3 |
RFG
REAP Financial Group
Austin,
Texas
|
-$207K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$196K |
| 5 |
PWS
Precision Wealth Strategies
Saint Louis,
Missouri
|
-$114K |
OZ Hedge Fund Activity: Q3 2024 in Review
40 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Belpointe PREP (OZ) for Q3 2024, worth a combined $92.5M — up 28% from $72.2M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new OZ positions and 2 closed out — a net gain of 7 holders — while 5 added to existing stakes and 9 trimmed.
The largest buyer was Congress Wealth Management, opening a new position worth an estimated $2.82M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $754K sold.
- 40 institutional investors held Belpointe PREP (OZ) as of Q3 2024, up from 33 in Q2 2024.
- Funds reported $92.5M of Belpointe PREP stock for Q3 2024, up 28% quarter-over-quarter.
- 9 funds opened new Belpointe PREP positions in Q3 2024 and 2 closed out, a net change of +7 holders.
- The largest Belpointe PREP buyer in Q3 2024 was Congress Wealth Management, an estimated $2.82M added.
- The largest Belpointe PREP seller in Q3 2024 was Susquehanna International Group, an estimated $754K sold.
Based on aggregated 13F filings for Q3 2024.