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Belpointe PREP
OZ

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

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

Holders
44
Holders Change
-3
Holders Change %
-6.38%
% of All Funds
0.59%
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

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
+$955K
2
PWS
Precision Wealth Strategies
Missouri
+$521K
3
BAM
Belpointe Asset Management
Nevada
+$520K
4
FA
Fountainhead AM
New Jersey
+$500K
5
HH
Hilltop Holdings
Texas
+$256K

Top Sellers

Rank Fund Capital Flow
1
Osaic Holdings
Osaic Holdings
Arizona
-$4.26M
2
LWM
Laidlaw Wealth Management
New York
-$1.23M
3
LAS
Lloyd Advisory Services
Georgia
-$861K
4
AA
Armis Advisers
Georgia
-$662K
5
RFG
REAP Financial Group
Texas
-$662K
Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
1
Belpointe Asset Management
Nevada
$19.8M +$520K +8,109 +3%
EWM
2
Empirical Wealth Management
Washington
$16.2M -$297K -4,641 -2%
PWS
3
Precision Wealth Strategies
Missouri
$15.7M +$521K +8,135 +3%
UAS
4
United Asset Strategies
New York
$5.55M -$61.5K -960 -1%
FA
5
Fountainhead AM
New Jersey
$3.84M +$500K +7,799 +15%
CWM
6
Congress Wealth Management
Massachusetts
$2.83M – – –
BIG
7
Brookwood Investment Group
Arizona
$2.46M +$2.45M +38,205 New
WA
8
Wealth Alliance
New York
$1.84M – – –
Mariner
9
Mariner
Kansas
$1.56M -$233K -3,636 -13%
RSWM
10
Robertson Stephens Wealth Management
California
$1.38M – – –
UBS Group
11
UBS Group
Switzerland
$1.28M +$955K +14,898 +301%
Rockefeller Capital Management
12
Rockefeller Capital Management
New York
$1.08M – – –
LPL Financial
13
LPL Financial
California
$1.06M -$6.41K -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 +$256K +4,000 +35%
BOSSRA
17
B.O.S.S. Retirement Advisors
Utah
$978K -$3.08K -48 -0.3%
SG
18
StoneX Group
New York
$667K – – –
KAS
19
Kestra Advisory Services
Texas
$625K +$224K +3,503 +57%
FIA
20
Foundations Investment Advisors
Arizona
$519K +$153K +2,386 +42%
MAC
21
Mason & Associates (California)
California
$490K – – –
KWA
22
Kingswood Wealth Advisors
California
$404K -$365K -5,691 -50%
SW
23
SMART Wealth
Nebraska
$384K -$128 -2 -0%
Brown Advisory
24
Brown Advisory
Maryland
$362K – – –
PCA
25
Prosperity Capital Advisors
Ohio
$348K -$384 -6 -0.1%
1
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OZ Hedge Fund Activity: Q1 2025 in Review

44 of the 7,459 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.