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Belpointe PREP
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Overview Fund Activity

42 hedge funds and large institutions have $84.6M invested in Belpointe PREP in 2025 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 5 increasing their positions, 11 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
42
Holders Change
-2
Holders Change %
-4.55%
% of All Funds
0.56%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
2
Increased
5
Reduced
11
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$837K
2
MA
Mutual Advisors
Nebraska
+$495K
3
FA
Fountainhead AM
New Jersey
+$190K
4
XT
XTX Topco
Cayman Islands
+$96.2K
5
BAM
Belpointe Asset Management
Nevada
+$47.2K

Top Sellers

1
HH
Hilltop Holdings
Texas
-$1,000K
2
BIG
Brookwood Investment Group
Arizona
-$797K
3
SG
StoneX Group
New York
-$667K
4
LAS
Lloyd Advisory Services
Georgia
-$240K
5
MFG
Merit Financial Group
Georgia
-$203K
Name Holding Trade Value Shares
Change 		Shares
Change %
BAM
1
Belpointe Asset Management
Nevada
$19.7M +$47.2K +737 +0.2%
EWM
2
Empirical Wealth Management
Washington
$16.1M -$28.4K -443 -0.2%
PWS
3
Precision Wealth Strategies
Missouri
$15.6M – – –
UAS
4
United Asset Strategies
New York
$5.49M -$9.92K -155 -0.2%
FA
5
Fountainhead AM
New Jersey
$4M +$190K +2,964 +5%
CWM
6
Congress Wealth Management
Massachusetts
$2.81M – – –
WA
7
Wealth Alliance
New York
$1.82M – – –
BIG
8
Brookwood Investment Group
Arizona
$1.65M -$797K -12,444 -33%
Mariner
9
Mariner
Kansas
$1.55M – – –
RSWM
10
Robertson Stephens Wealth Management
California
$1.37M – – –
UBS Group
11
UBS Group
Switzerland
$1.14M -$135K -2,105 -11%
Rockefeller Capital Management
12
Rockefeller Capital Management
New York
$1.07M – – –
LPL Financial
13
LPL Financial
California
$1.05M – – –
USCWA
14
U.S. Capital Wealth Advisors
Texas
$1.02M – – –
KWS
15
Keystone Wealth Services
California
$996K – – –
BOSSRA
16
B.O.S.S. Retirement Advisors
Utah
$971K – – –
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$837K +$837K +13,080 New
KAS
18
Kestra Advisory Services
Texas
$628K +$7.68K +120 +1%
FIA
19
Foundations Investment Advisors
Arizona
$518K +$3.14K +49 +0.6%
MA
20
Mutual Advisors
Nebraska
$495K +$495K +7,500 New
MAC
21
Mason & Associates (California)
California
$486K – – –
SW
22
SMART Wealth
Nebraska
$381K – – –
Brown Advisory
23
Brown Advisory
Maryland
$365K – – –
KWA
24
Kingswood Wealth Advisors
California
$342K -$22.7K -354 -6%
OWA
25
Outlook Wealth Advisors
Texas
$320K – – –
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