Belpointe PREP
48 hedge funds and large institutions have $147M invested in Belpointe PREP in 2022 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 6 increasing their positions, 7 reducing their positions, and 4 closing their positions.
300% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 4
33% more funds holding
Funds holding: 36 → 48 (+12)
19% more capital invested
Capital invested by funds: $124M → $147M (+$23.1M)
1.54% more ownership
Funds ownership: 40.96% → 42.5% (+1.5%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
14% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EWM
Empirical Wealth Management
Seattle,
Washington
|
+$1.68M |
| 2 |
PPG
Peak Planning Group
Centennial,
Colorado
|
+$1.57M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$709K |
| 4 |
CAN
Claraphi Advisory Network
Aliso Viejo,
United States
|
+$627K |
| 5 |
Morgan Stanley
New York
|
+$550K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PWS
Precision Wealth Strategies
Saint Louis,
Missouri
|
-$1.8M |
| 2 |
AWM
Accurate Wealth Management
Wesley Chapel,
Florida
|
-$1.36M |
| 3 |
WA
Wealth Alliance
Mellville,
New York
|
-$522K |
| 4 |
Jane Street
New York
|
-$473K |
| 5 |
UAS
United Asset Strategies
Garden City,
New York
|
-$289K |
OZ Hedge Fund Activity: Q4 2022 in Review
48 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in Belpointe PREP (OZ) for Q4 2022, worth a combined $147M — up 19% from $124M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new OZ positions and 4 closed out — a net gain of 12 holders — while 6 added to existing stakes and 7 trimmed.
The largest buyer was Empirical Wealth Management, adding an estimated $1.68M. The largest seller was Precision Wealth Strategies, cutting an estimated $1.8M.
- 48 institutional investors held Belpointe PREP (OZ) as of Q4 2022, up from 36 in Q3 2022.
- Funds reported $147M of Belpointe PREP stock for Q4 2022, up 19% quarter-over-quarter.
- 16 funds opened new Belpointe PREP positions in Q4 2022 and 4 closed out, a net change of +12 holders.
- The largest Belpointe PREP buyer in Q4 2022 was Empirical Wealth Management, an estimated $1.68M added.
- The largest Belpointe PREP seller in Q4 2022 was Precision Wealth Strategies, an estimated $1.8M sold.
Based on aggregated 13F filings for Q4 2022.