Belpointe PREP
48 hedge funds and large institutions have $104M invested in Belpointe PREP in 2024 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 6 increasing their positions, 8 reducing their positions, and 2 closing their positions.
450% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 2
104% more capital inflows, than outflows
Capital inflows: $8.31M | Capital outflows: $4.08M
20% more funds holding
Funds holding: 40 → 48 (+8)
1.32% more ownership
Funds ownership: 36.91% → 38.23% (+1.3%)
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 |
U.S. Capital Wealth Advisors
Austin,
Texas
|
+$1.12M |
| 2 |
B.O.S.S. Retirement Advisors
Lehi,
Utah
|
+$1.08M |
| 3 |
Hilltop Holdings
Dallas,
Texas
|
+$813K |
| 4 |
Kingswood Wealth Advisors
San Diego,
California
|
+$805K |
| 5 |
StoneX Group
New York
|
+$731K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Atomi Financial Group
New York
|
-$2.12M |
| 2 |
Kestra Advisory Services
Austin,
Texas
|
-$719K |
| 3 |
Empirical Wealth Management
Seattle,
Washington
|
-$416K |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$394K |
| 5 |
Mason & Associates (California)
Los Angeles,
California
|
-$149K |
OZ Hedge Fund Activity: Q4 2024 in Review
48 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Belpointe PREP (OZ) for Q4 2024, worth a combined $104M — up 13% from $92.5M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new OZ positions and 2 closed out — a net gain of 9 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.
- 48 institutional investors held Belpointe PREP (OZ) as of Q4 2024, up from 40 in Q3 2024.
- Funds reported $104M of Belpointe PREP stock for Q4 2024, up 13% quarter-over-quarter.
- 11 funds opened new Belpointe PREP positions in Q4 2024 and 2 closed out, a net change of +9 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.