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Belpointe PREP
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Overview Fund Activity

47 hedge funds and large institutions have $145M invested in Belpointe PREP in 2022 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 6 increasing their positions, 7 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
47
Holders Change
+11
Holders Change %
+30.56%
% of All Funds
0.76%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
15
Increased
6
Reduced
7
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EWM
Empirical Wealth Management
Washington
+$1.77M
2
Citadel Advisors
Citadel Advisors
Florida
+$747K
3
CAN
Claraphi Advisory Network
United States
+$661K
4
Morgan Stanley
Morgan Stanley
New York
+$579K
5
CA
Cetera Advisors
Colorado
+$443K

Top Sellers

1
PWS
Precision Wealth Strategies
Missouri
-$1.89M
2
AWM
Accurate Wealth Management
Florida
-$1.36M
3
WA
Wealth Alliance
New York
-$550K
4
Jane Street
Jane Street
New York
-$473K
5
UAS
United Asset Strategies
New York
-$304K
Name Holding Trade Value Shares
Change 		Shares
Change %
EWM
1
Empirical Wealth Management
Washington
$25.8M +$1.77M +17,712 +7%
PWS
2
Precision Wealth Strategies
Missouri
$24.2M -$1.89M -18,924 -7%
BAM
3
Belpointe Asset Management
Nevada
$23.8M +$156K +1,559 +0.7%
AWM
4
AE Wealth Management
Kansas
$12.8M +$115K +1,153 +0.9%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$10.7M – – –
UAS
6
United Asset Strategies
New York
$9.63M -$304K -3,043 -3%
LNC
7
Lincoln National Corp
Pennsylvania
$5.5M – – –
RWG
8
Ratio Wealth Group
Colorado
$3.68M – – –
FA
9
Fountainhead AM
New Jersey
$2.44M – – –
BOSSRA
10
B.O.S.S. Retirement Advisors
Utah
$2.41M +$2.41M +24,115 New
WA
11
Wealth Alliance
New York
$2.3M -$550K -5,495 -19%
Mariner
12
Mariner
Kansas
$2.17M +$93K +930 +4%
Rockefeller Capital Management
13
Rockefeller Capital Management
New York
$1.78M – – –
LAS
14
Lloyd Advisory Services
Georgia
$1.72M – – –
Morgan Stanley
15
Morgan Stanley
New York
$1.58M +$579K +5,790 +58%
KWS
16
Keystone Wealth Services
California
$1.33M – – –
CAN
17
Claraphi Advisory Network
United States
$1.32M +$661K +6,609 +100%
KAS
18
Kestra Advisory Services
Texas
$1.17M – – –
SSWM
19
Sheets Smith Wealth Management
North Carolina
$1.12M – – –
MPW
20
MGO Private Wealth
California
$883K -$1.2K -12 -0.1%
MAC
21
Mason & Associates (California)
California
$766K -$113K -1,130 -13%
Carson Wealth (CWM LLC)
22
Carson Wealth (CWM LLC)
Nebraska
$750K – – –
Citadel Advisors
23
Citadel Advisors
Florida
$747K +$747K +7,469 New
SW
24
SMART Wealth
Nebraska
$655K +$655K +6,545 New
OWA
25
Outlook Wealth Advisors
Texas
$500K – – –
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