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Belpointe PREP
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47 hedge funds and large institutions have $83.6M invested in Belpointe PREP in 2025 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 6 increasing their positions, 14 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 2

7% more funds holding

Funds holding: 44 → 47 (+3)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

4% less capital invested

Capital invested by funds: $86.8M → $83.6M (-$3.16M)

1.89% less ownership

Funds ownership: 35.8% → 33.91% (-1.9%)

57% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 14

Holders
47
Holders Change
+3
Holders Change %
+6.82%
% of All Funds
0.57%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
6
Increased
6
Reduced
14
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Lido Advisors
Lido Advisors
California
+$4.04M
2
MAC
Mason & Associates (California)
California
+$1.12M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$858K
4
Renaissance Technologies
Renaissance Technologies
New York
+$541K
5
UAS
United Asset Strategies
New York
+$248K

Top Sellers

1
BAM
Belpointe Asset Management
Nevada
-$5.48M
2
FA
Fountainhead AM
New Jersey
-$3.9M
3
HH
Hilltop Holdings
Texas
-$1.96M
4
Mariner
Mariner
Kansas
-$276K
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$250K
Name Holding Trade Value Shares
Change 		Change in
Stake
Brown Advisory
26
Brown Advisory
Maryland
$365K – – –
OWA
27
Outlook Wealth Advisors
Texas
$325K – – –
SW
28
SMART Wealth
Nebraska
$321K -$64.1K -1,019 -17%
PCA
29
Prosperity Capital Advisors
Ohio
$317K – – –
Morgan Stanley
30
Morgan Stanley
New York
$316K +$105K +1,663 +52%
RFG
31
REAP Financial Group
Texas
$293K -$1.89K -30 -0.7%
Citadel Advisors
32
Citadel Advisors
Florida
$280K -$94.8K -1,506 -26%
KWA
33
Kingswood Wealth Advisors
California
$278K -$66.6K -1,059 -20%
UBS Group
34
UBS Group
Switzerland
$276K -$44.2K -702 -14%
TYCC
35
Texas Yale Capital Corp
Florida
$273K – – –
FB
36
Fulton Bank
Pennsylvania
$264K – – –
MGIA
37
Moneta Group Investment Advisors
Missouri
$256K – – –
Raymond James Financial
38
Raymond James Financial
Florida
$249K +$15.7K +250 +7%
AWM
39
Abound Wealth Management
Tennessee
$237K – – –
Susquehanna International Group
40
Susquehanna International Group
Pennsylvania
$220K +$213K +3,386 New
IAN
41
Integrated Advisors Network
Texas
$218K – – –
AWM
42
AE Wealth Management
Kansas
$213K – – –
Bank of America
43
Bank of America
North Carolina
$97.8K -$62.9K -1,000 -40%
EB
44
Eastern Bank
Massachusetts
$38.6K – – –
Northwestern Mutual Wealth Management
45
Northwestern Mutual Wealth Management
Wisconsin
$26K +$25.2K +400 New
FA
46
Fountainhead AM
New Jersey
$24.3K -$3.9M -61,993 -99%
HH
47
Hilltop Holdings
Texas
– -$1.96M -30,700 Closed
Commonwealth Equity Services
48
Commonwealth Equity Services
Massachusetts
– -$250K -3,900 Closed
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