OZ icon

Belpointe PREP

38 hedge funds and large institutions have $120M invested in Belpointe PREP in 2023 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 5 increasing their positions, 6 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
38
Holders Change
-4
Holders Change %
-9.52%
% of All Funds
0.6%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
2
Increased
5
Reduced
6
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
EWM
1
Empirical Wealth Management
Washington
$23.5M -$706K -8,202 -3%
BAM
2
Belpointe Asset Management
Nevada
$20.9M +$1.78M +20,732 +9%
PWS
3
Precision Wealth Strategies
Missouri
$20.8M
Bank of New York Mellon
4
Bank of New York Mellon
New York
$9.31M
UAS
5
United Asset Strategies
New York
$8.2M
AWM
6
AE Wealth Management
Kansas
$7.76M -$1.26M -14,620 -14%
LNC
7
Lincoln National Corp
Pennsylvania
$4.73M
RWG
8
Ratio Wealth Group
Colorado
$3.17M +$3.17M +36,790 New
WA
9
Wealth Alliance
New York
$2.45M
BOSSRA
10
B.O.S.S. Retirement Advisors
Utah
$2.07M
FA
11
Fountainhead AM
New Jersey
$2.04M -$64.5K -750 -3%
Mariner
12
Mariner
Kansas
$1.8M -$67.5K -785 -4%
Rockefeller Capital Management
13
Rockefeller Capital Management
New York
$1.53M +$125K +1,575 +9%
LPL Financial
14
LPL Financial
California
$1.33M +$1.33M +15,440 New
MAC
15
Mason & Associates (California)
California
$1.18M
KWS
16
Keystone Wealth Services
California
$1.14M
KAS
17
Kestra Advisory Services
Texas
$1M
AFG
18
Atomi Financial Group
New York
$925K +$703K +8,166 +316%
Carson Wealth (CWM LLC)
19
Carson Wealth (CWM LLC)
Nebraska
$645K
AWA
20
Authentikos Wealth Advisory
California
$470K -$356K -4,135 -43%
OWA
21
Outlook Wealth Advisors
Texas
$430K
UBS Group
22
UBS Group
Switzerland
$393K +$44.6K +518 +13%
CA
23
Cetera Advisors
Colorado
$381K
TYCC
24
Texas Yale Capital Corp
Florida
$361K
FB
25
Fulton Bank
Pennsylvania
$357K