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Belpointe PREP
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Overview Fund Activity

42 hedge funds and large institutions have $100M 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.

New
Increased
Maintained
Reduced
Closed
Holders
42
Holders Change
+3
Holders Change %
+7.69%
% of All Funds
0.62%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
8
Increased
10
Reduced
6
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EWM
Empirical Wealth Management
Washington
+$9.96M
2
LAS
Lloyd Advisory Services
Georgia
+$1.33M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$741K
4
Citadel Advisors
Citadel Advisors
Florida
+$588K
5
AFG
Atomi Financial Group
New York
+$544K

Top Sellers

1
Bank of New York Mellon
Bank of New York Mellon
New York
-$9.17M
2
AWM
AE Wealth Management
Kansas
-$875K
3
MAC
Mason & Associates (California)
California
-$306K
4
UBS Group
UBS Group
Switzerland
-$155K
5
Osaic Holdings
Osaic Holdings
Arizona
-$52.8K
Name Holding Trade Value Shares
Change 		Shares
Change %
EWM
1
Empirical Wealth Management
Washington
$21.3M +$9.96M +128,932 +88%
PWS
2
Precision Wealth Strategies
Missouri
$18.6M -$31.8K -412 -0.2%
BAM
3
Belpointe Asset Management
Nevada
$15.3M +$209K +2,700 +1%
UAS
4
United Asset Strategies
New York
$7.55M +$85.1K +1,101 +1%
AWM
5
AE Wealth Management
Kansas
$4.51M -$875K -13,461 -16%
LNC
6
Lincoln National Corp
Pennsylvania
$4.25M – – –
RFG
7
REAP Financial Group
Texas
$3.53M +$3.53M +45,654 New
RWG
8
Ratio Wealth Group
Colorado
$2.84M – – –
WA
9
Wealth Alliance
New York
$2.2M – – –
FA
10
Fountainhead AM
New Jersey
$2.16M +$327K +4,233 +18%
BOSSRA
11
B.O.S.S. Retirement Advisors
Utah
$1.86M – – –
Mariner
12
Mariner
Kansas
$1.85M – – –
Rockefeller Capital Management
13
Rockefeller Capital Management
New York
$1.42M – – –
LAS
14
Lloyd Advisory Services
Georgia
$1.33M +$1.33M +17,158 New
KWS
15
Keystone Wealth Services
California
$1.2M +$177K +2,286 +17%
KAS
16
Kestra Advisory Services
Texas
$1.09M +$192K +2,490 +21%
MAC
17
Mason & Associates (California)
California
$749K -$306K -3,963 -29%
AFG
18
Atomi Financial Group
New York
$744K +$544K +7,041 +272%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$741K +$741K +9,588 New
Morgan Stanley
20
Morgan Stanley
New York
$609K +$376K +4,867 +162%
Citadel Advisors
21
Citadel Advisors
Florida
$588K +$588K +7,611 New
Carson Wealth (CWM LLC)
22
Carson Wealth (CWM LLC)
Nebraska
$579K – – –
SW
23
SMART Wealth
Nebraska
$460K +$156K +2,025 +51%
CA
24
Cetera Advisors
Colorado
$404K – – –
SAM
25
Synergy Asset Management
Washington
$404K – – –
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