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Belpointe PREP
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Overview Fund Activity

44 hedge funds and large institutions have $86.8M invested in Belpointe PREP in 2025 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 9 increasing their positions, 11 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
44
Holders Change
-3
Holders Change %
-6.38%
% of All Funds
0.6%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
3
Increased
9
Reduced
11
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
UBS Group
Switzerland
$1.28M
2
PWS
Precision Wealth Strategies
Missouri
$15.7M
3
BAM
Belpointe Asset Management
Nevada
$19.8M
4
FA
Fountainhead AM
New Jersey
$3.84M
5
HH
Hilltop Holdings
Texas
$1,000K

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
$0
2
LWM
Laidlaw Wealth Management
New York
$0
3
LAS
Lloyd Advisory Services
Georgia
$240K
4
RFG
REAP Financial Group
Texas
$329K
5
AA
Armis Advisers
Georgia
$329K
Name Holding Trade Value Shares
Change 		Shares
Change %
BAM
1
Belpointe Asset Management
Nevada
$19.8M +$523K +8,109 +3%
EWM
2
Empirical Wealth Management
Washington
$16.2M -$299K -4,641 -2%
PWS
3
Precision Wealth Strategies
Missouri
$15.7M +$525K +8,135 +3%
UAS
4
United Asset Strategies
New York
$5.55M -$61.9K -960 -1%
FA
5
Fountainhead AM
New Jersey
$3.84M +$503K +7,799 +15%
CWM
6
Congress Wealth Management
Massachusetts
$2.83M – – –
BIG
7
Brookwood Investment Group
Arizona
$2.46M +$2.46M +38,205 New
WA
8
Wealth Alliance
New York
$1.84M – – –
Mariner
9
Mariner
Kansas
$1.56M -$235K -3,636 -13%
RSWM
10
Robertson Stephens Wealth Management
California
$1.38M – – –
UBS Group
11
UBS Group
Switzerland
$1.28M +$961K +14,898 +301%
Rockefeller Capital Management
12
Rockefeller Capital Management
New York
$1.08M – – –
LPL Financial
13
LPL Financial
California
$1.06M -$6.45K -100 -0.6%
USCWA
14
U.S. Capital Wealth Advisors
Texas
$1.02M – – –
KWS
15
Keystone Wealth Services
California
$1M – – –
HH
16
Hilltop Holdings
Texas
$1,000K +$258K +4,000 +35%
BOSSRA
17
B.O.S.S. Retirement Advisors
Utah
$978K -$3.1K -48 -0.3%
SG
18
StoneX Group
New York
$667K – – –
KAS
19
Kestra Advisory Services
Texas
$625K +$226K +3,503 +57%
FIA
20
Foundations Investment Advisors
Arizona
$519K +$154K +2,386 +42%
MAC
21
Mason & Associates (California)
California
$490K – – –
KWA
22
Kingswood Wealth Advisors
California
$404K -$404K -5,691 -50%
SW
23
SMART Wealth
Nebraska
$384K -$129 -2 -0%
Brown Advisory
24
Brown Advisory
Maryland
$362K – – –
PCA
25
Prosperity Capital Advisors
Ohio
$348K -$426 -6 -0.1%
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