We are live on ! Find out more
OZ icon

Belpointe PREP

45 hedge funds and large institutions have $71.3M invested in Belpointe PREP in 2026 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 5 increasing their positions, 9 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.44% more ownership

Funds ownership: 33.91%35.35% (+1.4%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4% less funds holding

Funds holding: 4745 (-2)

15% less capital invested

Capital invested by funds: $83.6M → $71.3M (-$12.4M)

22% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 9

44% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 9

Holders
45
Holders Change
-2
Holders Change %
-4.26%
% 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
7
Increased
5
Reduced
9
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
51
AE Wealth Management
Kansas
-$213K -3,280 Closed
Bank of America
52
Bank of America
North Carolina
-$97.8K -1,504 Closed
Northwestern Mutual Wealth Management
53
Northwestern Mutual Wealth Management
Wisconsin
-$26K -400 Closed