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Belpointe PREP
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Overview Fund Activity

26 hedge funds and large institutions have $97M invested in Belpointe PREP in 2022 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 6 increasing their positions, 3 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
26
Holders Change
–
Holders Change %
0%
% of All Funds
0.41%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
5
Increased
6
Reduced
3
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PWS
Precision Wealth Strategies
Missouri
+$18.2M
2
Bank of New York Mellon
Bank of New York Mellon
New York
+$8.69M
3
BAM
Belpointe Asset Management
Nevada
+$1.88M
4
EWM
Empirical Wealth Management
Washington
+$1.13M
5
AWM
Accurate Wealth Management
Florida
+$779K

Top Sellers

1
AWM
AE Wealth Management
Kansas
-$10.5M
2
UAS
United Asset Strategies
New York
-$9.4M
3
Renaissance Technologies
Renaissance Technologies
New York
-$2.08M
4
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$751K
5
Marshall Wace
Marshall Wace
United Kingdom
-$327K
Name Holding Trade Value Shares
Change 		Shares
Change %
PWS
1
Precision Wealth Strategies
Missouri
$26M +$18.2M +182,013 +233%
EWM
2
Empirical Wealth Management
Washington
$23.7M +$1.13M +11,305 +5%
BAM
3
Belpointe Asset Management
Nevada
$13.1M +$1.88M +18,805 +17%
Bank of New York Mellon
4
Bank of New York Mellon
New York
$11.6M +$8.69M +87,000 +301%
LNC
5
Lincoln National Corp
Pennsylvania
$5.5M – – –
WA
6
Wealth Alliance
New York
$2.85M – – –
RWG
7
Ratio Wealth Group
Colorado
$2.26M +$216K +2,164 +11%
LAS
8
Lloyd Advisory Services
Georgia
$1.71M – – –
Mariner
9
Mariner
Kansas
$1.46M -$29.4K -294 -2%
KWS
10
Keystone Wealth Services
California
$1.33M – – –
FA
11
Fountainhead AM
New Jersey
$1.18M +$84.9K +850 +8%
KAS
12
Kestra Advisory Services
Texas
$1.17M – – –
AWM
13
Accurate Wealth Management
Florida
$779K +$779K +7,795 New
Renaissance Technologies
14
Renaissance Technologies
New York
$749K -$2.08M -20,843 -74%
CAN
15
Claraphi Advisory Network
United States
$660K – – –
OWA
16
Outlook Wealth Advisors
Texas
$499K – – –
UBS Group
17
UBS Group
Switzerland
$461K +$461K +4,610 New
TYCC
18
Texas Yale Capital Corp
Florida
$420K – – –
Goldman Sachs
19
Goldman Sachs
New York
$383K +$383K +3,833 New
LIG
20
Lokken Investment Group
Delaware
$338K – – –
IAN
21
Integrated Advisors Network
Texas
$335K – – –
MAC
22
Mason & Associates (California)
California
$314K +$314K +3,139 New
RJFSA
23
Raymond James Financial Services Advisors
Florida
$259K – – –
CT
24
Cambridge Trust
Massachusetts
$59K +$59K +593 New
GAM
25
Gemmer Asset Management
California
$5K – – –
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