Belpointe PREP
42 hedge funds and large institutions have $99.9M invested in Belpointe PREP in 2023 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 10 increasing their positions, 6 reducing their positions, and 5 closing their positions.
67% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 6
60% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 5
8% more funds holding
Funds holding: 39 → 42 (+3)
3.2% more ownership
Funds ownership: 33.25% → 36.45% (+3.2%)
2% less capital invested
Capital invested by funds: $102M → $99.9M (-$2.13M)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EWM
Empirical Wealth Management
Seattle,
Washington
|
+$9.31M |
| 2 |
LAS
Lloyd Advisory Services
Suwanee,
Georgia
|
+$1.24M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$692K |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$550K |
| 5 |
AFG
Atomi Financial Group
New York
|
+$508K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
-$9.17M |
| 2 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$972K |
| 3 |
MAC
Mason & Associates (California)
Los Angeles,
California
|
-$286K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$144K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$49.3K |
OZ Hedge Fund Activity: Q4 2023 in Review
42 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in Belpointe PREP (OZ) for Q4 2023, worth a combined $99.9M — down 2.1% from $102M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new OZ positions and 5 closed out — a net gain of 3 holders — while 10 added to existing stakes and 6 trimmed.
The largest buyer was Empirical Wealth Management, adding an estimated $9.31M. The largest seller was Bank of New York Mellon, exiting entirely with an estimated $9.17M sold.
- 42 institutional investors held Belpointe PREP (OZ) as of Q4 2023, up from 39 in Q3 2023.
- Funds reported $99.9M of Belpointe PREP stock for Q4 2023, down 2.1% quarter-over-quarter.
- 8 funds opened new Belpointe PREP positions in Q4 2023 and 5 closed out, a net change of +3 holders.
- The largest Belpointe PREP buyer in Q4 2023 was Empirical Wealth Management, an estimated $9.31M added.
- The largest Belpointe PREP seller in Q4 2023 was Bank of New York Mellon, an estimated $9.17M sold.
Based on aggregated 13F filings for Q4 2023.