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Belpointe PREP

33 hedge funds and large institutions have $72.2M invested in Belpointe PREP in 2024 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 9 increasing their positions, 8 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
33
Holders Change
-5
Holders Change %
-13.16%
% of All Funds
0.48%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
4
Increased
9
Reduced
8
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BAM
1
Belpointe Asset Management
Nevada
$16.5M +$162K +2,799 +1%
EWM
2
Empirical Wealth Management
Washington
$15.2M -$493K -8,515 -3%
PWS
3
Precision Wealth Strategies
Missouri
$13.8M -$179K -3,094 -1%
UAS
4
United Asset Strategies
New York
$5.13M -$331K -5,719 -6%
Osaic Holdings
5
Osaic Holdings
Arizona
$3.18M +$3.11M +53,687 +4,089%
FA
6
Fountainhead AM
New Jersey
$2.43M +$68.3K +1,180 +3%
WA
7
Wealth Alliance
New York
$1.65M
AFG
8
Atomi Financial Group
New York
$1.55M +$471K +8,139 +44%
Mariner
9
Mariner
Kansas
$1.45M -$49.6K -857 -3%
RFG
10
REAP Financial Group
Texas
$1.15M -$79.2K -1,368 -6%
LAS
11
Lloyd Advisory Services
Georgia
$993K +$993K +17,158 New
LPL Financial
12
LPL Financial
California
$979K +$979K +16,903 New
Rockefeller Capital Management
13
Rockefeller Capital Management
New York
$972K
KAS
14
Kestra Advisory Services
Texas
$947K
KWS
15
Keystone Wealth Services
California
$901K
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$754K +$528K +9,125 +234%
MAC
17
Mason & Associates (California)
California
$562K
OWA
18
Outlook Wealth Advisors
Texas
$560K
UBS Group
19
UBS Group
Switzerland
$461K +$174K +3,008 +61%
AWM
20
AE Wealth Management
Kansas
$435K +$131K +2,270 +43%
SW
21
SMART Wealth
Nebraska
$345K
SAM
22
Synergy Asset Management
Washington
$303K
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$288K -$15.1K -260 -5%
FIA
24
Foundations Investment Advisors
Arizona
$259K +$6.95K +120 +3%
TYCC
25
Texas Yale Capital Corp
Florida
$243K