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Belpointe PREP
OZ

26 hedge funds and large institutions have $88.4M invested in Belpointe PREP in 2021 Q4 according to their latest regulatory filings, with 26 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more ownership

Funds ownership: 0% → 64% (+64%)

Holders
26
Holders Change
+26
Holders Change %
–
% of All Funds
0.4%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
26
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
EWM
Empirical Wealth Management
Washington
+$22.6M
2
BAM
Belpointe Asset Management
Nevada
+$11.2M
3
AWM
AE Wealth Management
Kansas
+$10.5M
4
UAS
United Asset Strategies
New York
+$9.41M
5
PWS
Precision Wealth Strategies
Missouri
+$7.82M

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
1
Empirical Wealth Management
Washington
$22.6M +$22.6M +225,931 New
BAM
2
Belpointe Asset Management
Nevada
$11.2M +$11.2M +112,072 New
AWM
3
AE Wealth Management
Kansas
$10.5M +$10.5M +104,909 New
UAS
4
United Asset Strategies
New York
$9.4M +$9.41M +93,969 New
PWS
5
Precision Wealth Strategies
Missouri
$7.82M +$7.82M +78,097 New
LNC
6
Lincoln National Corp
Pennsylvania
$5.5M +$5.51M +55,000 New
Bank of New York Mellon
7
Bank of New York Mellon
New York
$2.89M +$2.89M +28,900 New
WA
8
Wealth Alliance
New York
$2.85M +$2.85M +28,474 New
Renaissance Technologies
9
Renaissance Technologies
New York
$2.84M +$2.84M +28,343 New
RWG
10
Ratio Wealth Group
Colorado
$2.04M +$2.04M +20,420 New
LAS
11
Lloyd Advisory Services
Georgia
$1.72M +$1.72M +17,158 New
Mariner
12
Mariner
Kansas
$1.49M +$1.49M +14,909 New
KWS
13
Keystone Wealth Services
California
$1.33M +$1.33M +13,272 New
KAS
14
Kestra Advisory Services
Texas
$1.17M +$1.17M +11,674 New
FA
15
Fountainhead AM
New Jersey
$1.09M +$1.09M +10,930 New
Carson Wealth (CWM LLC)
16
Carson Wealth (CWM LLC)
Nebraska
$751K +$751K +7,500 New
CAN
17
Claraphi Advisory Network
United States
$661K +$662K +6,609 New
OWA
18
Outlook Wealth Advisors
Texas
$500K +$500K +4,996 New
TYCC
19
Texas Yale Capital Corp
Florida
$420K +$420K +4,200 New
LIG
20
Lokken Investment Group
Delaware
$340K +$340K +3,399 New
IAN
21
Integrated Advisors Network
Texas
$335K +$335K +3,350 New
Marshall Wace
22
Marshall Wace
United Kingdom
$327K +$327K +3,269 New
SSA
23
Schonfeld Strategic Advisors
New York
$310K +$310K +3,100 New
RJFSA
24
Raymond James Financial Services Advisors
Florida
$259K +$259K +2,591 New
GAM
25
Gemmer Asset Management
California
$6K +$5.51K +55 New
1
2

OZ Hedge Fund Activity: Q4 2021 in Review

26 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in Belpointe PREP (OZ) for Q4 2021, worth a combined $88.4M.

Buyers outnumbered sellers: 26 funds opened new OZ positions and 0 closed out — a net gain of 26 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Empirical Wealth Management, opening a new position worth an estimated $22.6M.

  • 26 institutional investors held Belpointe PREP (OZ) as of Q4 2021, up from 0 in Q3 2021.
  • Funds reported $88.4M of Belpointe PREP stock for Q4 2021.
  • 26 funds opened new Belpointe PREP positions in Q4 2021 and 0 closed out, a net change of +26 holders.
  • The largest Belpointe PREP buyer in Q4 2021 was Empirical Wealth Management, an estimated $22.6M added.

Based on aggregated 13F filings for Q4 2021.