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Belpointe PREP
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Overview Fund Activity

40 hedge funds and large institutions have $92.5M invested in Belpointe PREP in 2024 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 5 increasing their positions, 9 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
40
Holders Change
+7
Holders Change %
+21.21%
% of All Funds
0.58%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
9
Increased
5
Reduced
9
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CWM
Congress Wealth Management
Massachusetts
+$2.98M
2
RSWM
Robertson Stephens Wealth Management
California
+$1.48M
3
LWM
Laidlaw Wealth Management
New York
+$1.1M
4
BAM
Belpointe Asset Management
Nevada
+$915K
5
Citadel Advisors
Citadel Advisors
Florida
+$394K

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$754K
2
AWM
AE Wealth Management
Kansas
-$292K
3
RFG
REAP Financial Group
Texas
-$219K
4
UBS Group
UBS Group
Switzerland
-$208K
5
PWS
Precision Wealth Strategies
Missouri
-$120K
Name Holding Trade Value Shares
Change 		Shares
Change %
BAM
1
Belpointe Asset Management
Nevada
$20.6M +$915K +13,252 +5%
EWM
2
Empirical Wealth Management
Washington
$18.1M -$13.5K -195 -0.1%
PWS
3
Precision Wealth Strategies
Missouri
$16.3M -$120K -1,744 -0.7%
UAS
4
United Asset Strategies
New York
$6.11M – – –
Osaic Holdings
5
Osaic Holdings
Arizona
$3.8M – – –
FA
6
Fountainhead AM
New Jersey
$3.19M +$296K +4,285 +10%
CWM
7
Congress Wealth Management
Massachusetts
$2.98M +$2.98M +43,221 New
AFG
8
Atomi Financial Group
New York
$2.12M +$280K +4,064 +15%
WA
9
Wealth Alliance
New York
$1.97M – – –
Mariner
10
Mariner
Kansas
$1.73M – – –
RSWM
11
Robertson Stephens Wealth Management
California
$1.48M +$1.48M +21,424 New
LAS
12
Lloyd Advisory Services
Georgia
$1.18M – – –
LPL Financial
13
LPL Financial
California
$1.17M -$1.04K -15 -0.1%
Rockefeller Capital Management
14
Rockefeller Capital Management
New York
$1.16M – – –
RFG
15
REAP Financial Group
Texas
$1.15M -$219K -3,167 -16%
KAS
16
Kestra Advisory Services
Texas
$1.13M – – –
LWM
17
Laidlaw Wealth Management
New York
$1.1M +$1.1M +15,890 New
KWS
18
Keystone Wealth Services
California
$1.07M – – –
MAC
19
Mason & Associates (California)
California
$669K – – –
SW
20
SMART Wealth
Nebraska
$411K – – –
Citadel Advisors
21
Citadel Advisors
Florida
$394K +$394K +5,705 New
SAM
22
Synergy Asset Management
Washington
$361K – – –
OWA
23
Outlook Wealth Advisors
Texas
$345K – – –
UBS Group
24
UBS Group
Switzerland
$342K -$208K -3,008 -38%
PCA
25
Prosperity Capital Advisors
Ohio
$339K +$339K +4,913 New
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