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Belpointe PREP
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Overview Fund Activity

47 hedge funds and large institutions have $103M invested in Belpointe PREP in 2024 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 6 increasing their positions, 8 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
47
Holders Change
+7
Holders Change %
+17.5%
% of All Funds
0.63%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
10
Increased
6
Reduced
8
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
USCWA
U.S. Capital Wealth Advisors
Texas
+$1.23M
2
BOSSRA
B.O.S.S. Retirement Advisors
Utah
+$1.18M
3
HH
Hilltop Holdings
Texas
+$890K
4
KWA
Kingswood Wealth Advisors
California
+$881K
5
SG
StoneX Group
New York
+$800K

Top Sellers

1
AFG
Atomi Financial Group
New York
-$2.12M
2
KAS
Kestra Advisory Services
Texas
-$787K
3
EWM
Empirical Wealth Management
Washington
-$455K
4
Citadel Advisors
Citadel Advisors
Florida
-$394K
5
MAC
Mason & Associates (California)
California
-$163K
Name Holding Trade Value Shares
Change 		Shares
Change %
EWM
1
Empirical Wealth Management
Washington
$19.8M -$455K -5,879 -2%
BAM
2
Belpointe Asset Management
Nevada
$19.2M – – –
PWS
3
Precision Wealth Strategies
Missouri
$18.3M -$53.8K -695 -0.3%
UAS
4
United Asset Strategies
New York
$6.73M -$124K -1,598 -2%
Osaic Holdings
5
Osaic Holdings
Arizona
$4.26M – – –
FA
6
Fountainhead AM
New Jersey
$4.01M +$433K +5,591 +12%
CWM
7
Congress Wealth Management
Massachusetts
$3.4M +$55.7K +719 +2%
WA
8
Wealth Alliance
New York
$2.2M – – –
Mariner
9
Mariner
Kansas
$2.15M +$205K +2,647 +11%
RSWM
10
Robertson Stephens Wealth Management
California
$1.66M – – –
LAS
11
Lloyd Advisory Services
Georgia
$1.33M – – –
Rockefeller Capital Management
12
Rockefeller Capital Management
New York
$1.3M – – –
LPL Financial
13
LPL Financial
California
$1.28M -$24K -310 -2%
LWM
14
Laidlaw Wealth Management
New York
$1.23M – – –
USCWA
15
U.S. Capital Wealth Advisors
Texas
$1.23M +$1.23M +15,890 New
KWS
16
Keystone Wealth Services
California
$1.2M – – –
RFG
17
REAP Financial Group
Texas
$1.19M -$99.5K -1,285 -8%
AA
18
Armis Advisers
Georgia
$1.19M +$1.19M +15,425 New
BOSSRA
19
B.O.S.S. Retirement Advisors
Utah
$1.18M +$1.18M +15,212 New
HH
20
Hilltop Holdings
Texas
$890K +$890K +11,500 New
KWA
21
Kingswood Wealth Advisors
California
$881K +$881K +11,382 New
SG
22
StoneX Group
New York
$800K +$800K +10,341 New
MAC
23
Mason & Associates (California)
California
$588K -$163K -2,100 -22%
KAS
24
Kestra Advisory Services
Texas
$479K -$787K -10,163 -62%
SW
25
SMART Wealth
Nebraska
$461K – – –
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