Belpointe PREP
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.
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1.12% less ownership
Funds ownership: 37.97% → 36.85% (-1.1%)
6% less funds holding
Funds holding: 47 → 44 (-3)
16% less capital invested
Capital invested by funds: $103M → $86.8M (-$16.6M)
18% less repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 11
50% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$955K |
| 2 |
PWS
Precision Wealth Strategies
Saint Louis,
Missouri
|
+$521K |
| 3 |
BAM
Belpointe Asset Management
Reno,
Nevada
|
+$520K |
| 4 |
FA
Fountainhead AM
Warren,
New Jersey
|
+$500K |
| 5 |
HH
Hilltop Holdings
Dallas,
Texas
|
+$256K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$4.26M |
| 2 |
LWM
Laidlaw Wealth Management
New York City,
New York
|
-$1.23M |
| 3 |
LAS
Lloyd Advisory Services
Suwanee,
Georgia
|
-$861K |
| 4 |
AA
Armis Advisers
Atlanta,
Georgia
|
-$662K |
| 5 |
RFG
REAP Financial Group
Austin,
Texas
|
-$662K |
OZ Hedge Fund Activity: Q1 2025 in Review
44 of the 7,472 institutional investors tracked by Wall St. Rank reported a position in Belpointe PREP (OZ) for Q1 2025, worth a combined $86.8M — down 16% from $103M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of OZ and 3 opened new positions — a net loss of 3 holders — while 11 trimmed existing stakes and 9 added.
The largest buyer was UBS Group, adding an estimated $955K. The largest seller was Osaic Holdings, exiting entirely with an estimated $4.26M sold.
- 44 institutional investors held Belpointe PREP (OZ) as of Q1 2025, down from 47 in Q4 2024.
- Funds reported $86.8M of Belpointe PREP stock for Q1 2025, down 16% quarter-over-quarter.
- 3 funds opened new Belpointe PREP positions in Q1 2025 and 6 closed out, a net change of -3 holders.
- The largest Belpointe PREP buyer in Q1 2025 was UBS Group, an estimated $955K added.
- The largest Belpointe PREP seller in Q1 2025 was Osaic Holdings, an estimated $4.26M sold.
Based on aggregated 13F filings for Q1 2025.