Belpointe PREP
38 hedge funds and large institutions have $76.4M invested in Belpointe PREP in 2024 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 7 increasing their positions, 11 reducing their positions, and 6 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1.41% less ownership
Funds ownership: 36.45% → 35.04% (-1.4%)
10% less funds holding
Funds holding: 42 → 38 (-4)
33% less capital inflows, than outflows
Capital inflows: $7.76M | Capital outflows: $11.6M
36% less repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 11
50% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Belpointe Asset Management
Reno,
Nevada
|
+$5.3M |
| 2 |
Fountainhead AM
Warren,
New Jersey
|
+$801K |
| 3 |
Atomi Financial Group
New York
|
+$559K |
| 4 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$327K |
| 5 |
RMR Wealth Builders
Montclair,
New Jersey
|
+$239K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AE Wealth Management
Topeka,
Kansas
|
-$4.01M |
| 2 |
B.O.S.S. Retirement Advisors
Lehi,
Utah
|
-$1.86M |
| 3 |
REAP Financial Group
Austin,
Texas
|
-$1.52M |
| 4 |
Lloyd Advisory Services
Suwanee,
Georgia
|
-$1.33M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$588K |
OZ Hedge Fund Activity: Q1 2024 in Review
38 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Belpointe PREP (OZ) for Q1 2024, worth a combined $76.4M — down 24% from $100M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of OZ and 3 opened new positions — a net loss of 3 holders — while 11 trimmed existing stakes and 7 added.
The largest buyer was Belpointe Asset Management, adding an estimated $5.3M. The largest seller was AE Wealth Management, cutting an estimated $4.01M.
- 38 institutional investors held Belpointe PREP (OZ) as of Q1 2024, down from 42 in Q4 2023.
- Funds reported $76.4M of Belpointe PREP stock for Q1 2024, down 24% quarter-over-quarter.
- 3 funds opened new Belpointe PREP positions in Q1 2024 and 6 closed out, a net change of -3 holders.
- The largest Belpointe PREP buyer in Q1 2024 was Belpointe Asset Management, an estimated $5.3M added.
- The largest Belpointe PREP seller in Q1 2024 was AE Wealth Management, an estimated $4.01M sold.
Based on aggregated 13F filings for Q1 2024.