Belpointe PREP
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.
400% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 2
18% more funds holding
Funds holding: 40 → 47 (+7)
12% more capital invested
Capital invested by funds: $92.5M → $103M (+$10.9M)
1.06% more ownership
Funds ownership: 36.91% → 37.97% (+1.1%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
25% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
USCWA
U.S. Capital Wealth Advisors
Austin,
Texas
|
+$1.12M |
| 2 |
BOSSRA
B.O.S.S. Retirement Advisors
Lehi,
Utah
|
+$1.08M |
| 3 |
HH
Hilltop Holdings
Dallas,
Texas
|
+$813K |
| 4 |
KWA
Kingswood Wealth Advisors
San Diego,
California
|
+$805K |
| 5 |
SG
StoneX Group
New York
|
+$731K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AFG
Atomi Financial Group
New York
|
-$2.12M |
| 2 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$719K |
| 3 |
EWM
Empirical Wealth Management
Seattle,
Washington
|
-$416K |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$394K |
| 5 |
MAC
Mason & Associates (California)
Los Angeles,
California
|
-$149K |
OZ Hedge Fund Activity: Q4 2024 in Review
47 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Belpointe PREP (OZ) for Q4 2024, worth a combined $103M — up 12% from $92.5M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new OZ positions and 2 closed out — a net gain of 8 holders — while 6 added to existing stakes and 8 trimmed.
The largest buyer was U.S. Capital Wealth Advisors, opening a new position worth an estimated $1.12M. The largest seller was Atomi Financial Group, exiting entirely with an estimated $2.12M sold.
- 47 institutional investors held Belpointe PREP (OZ) as of Q4 2024, up from 40 in Q3 2024.
- Funds reported $103M of Belpointe PREP stock for Q4 2024, up 12% quarter-over-quarter.
- 10 funds opened new Belpointe PREP positions in Q4 2024 and 2 closed out, a net change of +8 holders.
- The largest Belpointe PREP buyer in Q4 2024 was U.S. Capital Wealth Advisors, an estimated $1.12M added.
- The largest Belpointe PREP seller in Q4 2024 was Atomi Financial Group, an estimated $2.12M sold.
Based on aggregated 13F filings for Q4 2024.