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Belpointe PREP
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Overview Fund Activity

44 hedge funds and large institutions have $86.8M invested in Belpointe PREP in 2025 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 9 increasing their positions, 11 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
44
Holders Change
-3
Holders Change %
-6.38%
% of All Funds
0.6%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
3
Increased
9
Reduced
11
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$961K
2
PWS
Precision Wealth Strategies
Missouri
+$525K
3
BAM
Belpointe Asset Management
Nevada
+$523K
4
FA
Fountainhead AM
New Jersey
+$503K
5
HH
Hilltop Holdings
Texas
+$258K

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
-$4.26M
2
LWM
Laidlaw Wealth Management
New York
-$1.23M
3
LAS
Lloyd Advisory Services
Georgia
-$867K
4
RFG
REAP Financial Group
Texas
-$666K
5
AA
Armis Advisers
Georgia
-$666K
Name Holding Trade Value Shares
Change 		Shares
Change %
RFG
26
REAP Financial Group
Texas
$329K -$666K -10,327 -67%
AA
27
Armis Advisers
Georgia
$329K -$666K -10,327 -67%
OWA
28
Outlook Wealth Advisors
Texas
$322K – – –
Cetera Investment Advisers
29
Cetera Investment Advisers
Illinois
$303K – – –
TYCC
30
Texas Yale Capital Corp
Florida
$271K – – –
FB
31
Fulton Bank
Pennsylvania
$262K – – –
MGIA
32
Moneta Group Investment Advisors
Missouri
$254K – – –
LAS
33
Lloyd Advisory Services
Georgia
$240K -$867K -13,442 -78%
AWM
34
Abound Wealth Management
Tennessee
$235K +$235K +3,645 New
Raymond James Financial
35
Raymond James Financial
Florida
$231K – – –
LIG
36
Lokken Investment Group
Delaware
$231K – – –
CAS
37
Coppell Advisory Solutions
Texas
$224K – – –
IAN
38
Integrated Advisors Network
Texas
$216K – – –
Morgan Stanley
39
Morgan Stanley
New York
$210K +$4.52K +70 +2%
MFG
40
Merit Financial Group
Georgia
$203K – – –
XT
41
XTX Topco
Cayman Islands
$201K +$201K +3,114 New
Bank of America
42
Bank of America
North Carolina
$193K +$2.64K +41 +1%
RI
43
Ridgewood Investments
New Jersey
$96.8K – – –
EB
44
Eastern Bank
Massachusetts
$38.2K – – –
Osaic Holdings
45
Osaic Holdings
Arizona
– -$4.26M -55,000 Closed
LWM
46
Laidlaw Wealth Management
New York
– -$1.23M -15,890 Closed
SAM
47
Synergy Asset Management
Washington
– -$368K -5,225 Closed
Wealth Enhancement Advisory Services
48
Wealth Enhancement Advisory Services
Minnesota
– -$257K -3,319 Closed
AWM
49
AE Wealth Management
Kansas
– -$254K -3,280 Closed
Cambridge Investment Research Advisors
50
Cambridge Investment Research Advisors
Iowa
– -$212K -2,739 Closed
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