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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.

New
Increased
Maintained
Reduced
Closed
Holders
38
Holders Change
-4
Holders Change %
-9.52%
% of All Funds
0.55%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
3
Increased
7
Reduced
11
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BAM
1
Belpointe Asset Management
Nevada
$17.2M +$5.17M +84,901 +43%
EWM
2
Empirical Wealth Management
Washington
$16.5M -$256K -4,209 -2%
PWS
3
Precision Wealth Strategies
Missouri
$14.7M
UAS
4
United Asset Strategies
New York
$5.74M -$211K -3,467 -4%
LNC
5
Lincoln National Corp
Pennsylvania
$3.35M
FA
6
Fountainhead AM
New Jersey
$2.48M +$781K +12,827 +46%
RWG
7
Ratio Wealth Group
Colorado
$2.24M
WA
8
Wealth Alliance
New York
$1.73M
Mariner
9
Mariner
Kansas
$1.58M +$128K +2,100 +9%
RFG
10
REAP Financial Group
Texas
$1.29M -$1.49M -24,409 -53%
AFG
11
Atomi Financial Group
New York
$1.13M +$545K +8,958 +93%
Rockefeller Capital Management
12
Rockefeller Capital Management
New York
$1.02M -$95.9K -1,575 -9%
KAS
13
Kestra Advisory Services
Texas
$995K +$133K +2,185 +15%
KWS
14
Keystone Wealth Services
California
$947K
MAC
15
Mason & Associates (California)
California
$591K
SW
16
SMART Wealth
Nebraska
$363K
AWM
17
AE Wealth Management
Kansas
$319K -$3.91M -64,186 -92%
CA
18
Cetera Advisors
Colorado
$318K
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$318K +$318K +5,230 New
SAM
20
Synergy Asset Management
Washington
$318K
OWA
21
Outlook Wealth Advisors
Texas
$304K
UBS Group
22
UBS Group
Switzerland
$301K
FIA
23
Foundations Investment Advisors
Arizona
$265K +$27.5K +452 +12%
TYCC
24
Texas Yale Capital Corp
Florida
$256K
FB
25
Fulton Bank
Pennsylvania
$247K