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Belpointe PREP

32 hedge funds and large institutions have $118M invested in Belpointe PREP in 2022 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 4 increasing their positions, 5 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
32
Holders Change
+6
Holders Change %
+23.08%
% of All Funds
0.54%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
8
Increased
4
Reduced
5
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PWS
1
Precision Wealth Strategies
Missouri
$24.7M
EWM
2
Empirical Wealth Management
Washington
$23.1M -$79.4K -813 -0.3%
Bank of New York Mellon
3
Bank of New York Mellon
New York
$12.7M +$1.37M +14,000 +12%
AWM
4
AE Wealth Management
Kansas
$11.4M +$11.4M +116,467 New
BAM
5
Belpointe Asset Management
Nevada
$10.4M -$2.4M -24,568 -19%
UAS
6
United Asset Strategies
New York
$9.94M +$9.94M +101,727 New
LNC
7
Lincoln National Corp
Pennsylvania
$5.38M
WA
8
Wealth Alliance
New York
$2.78M
RWG
9
Ratio Wealth Group
Colorado
$2.21M
Mariner
10
Mariner
Kansas
$1.83M +$398K +4,067 +28%
LAS
11
Lloyd Advisory Services
Georgia
$1.68M
KWS
12
Keystone Wealth Services
California
$1.3M
FA
13
Fountainhead AM
New Jersey
$1.24M +$87.6K +896 +8%
E
14
Ergoteles
New York
$1.17M +$1.17M +12,004 New
KAS
15
Kestra Advisory Services
Texas
$1.14M
SSWM
16
Sheets Smith Wealth Management
North Carolina
$1.09M +$1.09M +11,183 New
MAC
17
Mason & Associates (California)
California
$1.01M +$705K +7,213 +230%
AWM
18
Accurate Wealth Management
Florida
$749K -$96 -1 -0%
Carson Wealth (CWM LLC)
19
Carson Wealth (CWM LLC)
Nebraska
$733K +$733K +7,500 New
CAN
20
Claraphi Advisory Network
United States
$646K
OWA
21
Outlook Wealth Advisors
Texas
$488K
TYCC
22
Texas Yale Capital Corp
Florida
$410K
FB
23
Fulton Bank
Pennsylvania
$397K +$397K +4,060 New
UBS Group
24
UBS Group
Switzerland
$396K -$54.8K -560 -12%
Renaissance Technologies
25
Renaissance Technologies
New York
$342K -$391K -4,000 -53%