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Belpointe PREP

42 hedge funds and large institutions have $128M invested in Belpointe PREP in 2023 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 4 increasing their positions, 7 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
42
Holders Change
-5
Holders Change %
-10.64%
% of All Funds
0.67%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
5
Increased
4
Reduced
7
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
EWM
1
Empirical Wealth Management
Washington
$26.4M +$2.25M +24,025 +9%
PWS
2
Precision Wealth Strategies
Missouri
$22.7M
BAM
3
Belpointe Asset Management
Nevada
$20.9M -$1.48M -15,774 -7%
Bank of New York Mellon
4
Bank of New York Mellon
New York
$10M
AWM
5
AE Wealth Management
Kansas
$9.83M -$2.16M -22,991 -18%
UAS
6
United Asset Strategies
New York
$8.93M -$93.6K -998 -1%
LNC
7
Lincoln National Corp
Pennsylvania
$5.16M
WA
8
Wealth Alliance
New York
$2.67M +$515K +5,495 +24%
FA
9
Fountainhead AM
New Jersey
$2.29M
BOSSRA
10
B.O.S.S. Retirement Advisors
Utah
$2.26M
Mariner
11
Mariner
Kansas
$2.03M
Rockefeller Capital Management
12
Rockefeller Capital Management
New York
$1.67M
MAC
13
Mason & Associates (California)
California
$1.28M +$563K +6,000 +78%
KWS
14
Keystone Wealth Services
California
$1.24M
KAS
15
Kestra Advisory Services
Texas
$1.1M
SSWM
16
Sheets Smith Wealth Management
North Carolina
$1.05M
Morgan Stanley
17
Morgan Stanley
New York
$1.05M -$436K -4,644 -29%
AWA
18
Authentikos Wealth Advisory
California
$960K +$960K +9,596 New
Carson Wealth (CWM LLC)
19
Carson Wealth (CWM LLC)
Nebraska
$704K
OWA
20
Outlook Wealth Advisors
Texas
$469K
SC
21
Shay Capital
New York
$463K +$463K +4,933 New
AWM
22
Accurate Wealth Management
Florida
$425K +$425K +4,558 New
CA
23
Cetera Advisors
Colorado
$416K
TYCC
24
Texas Yale Capital Corp
Florida
$394K
FB
25
Fulton Bank
Pennsylvania
$381K