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Belpointe PREP

46 hedge funds and large institutions have $83.2M invested in Belpointe PREP in 2025 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 6 increasing their positions, 14 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

less capital invested

Capital invested by funds: $ → $

2.05% less ownership

Funds ownership: 35.8%33.75% (-2.1%)

57% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 14

Holders
46
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EWM
1
Empirical Wealth Management
Washington
$16.1M
PWS
2
Precision Wealth Strategies
Missouri
$16.1M
BAM
3
Belpointe Asset Management
Nevada
$14.3M
UAS
4
United Asset Strategies
New York
$5.81M
Lido Advisors
5
Lido Advisors
California
$4.18M
Osaic Holdings
6
Osaic Holdings
Arizona
$3.66M
BIG
7
Brookwood Investment Group
Arizona
$1.94M
WA
8
Wealth Alliance
New York
$1.85M
MAC
9
Mason & Associates (California)
California
$1.65M
RSWM
10
Robertson Stephens Wealth Management
California
$1.38M
Rockefeller Capital Management
11
Rockefeller Capital Management
New York
$1.19M
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$1.19M
Mariner
13
Mariner
Kansas
$1.14M
LPL Financial
14
LPL Financial
California
$1.07M
USCWA
15
U.S. Capital Wealth Advisors
Texas
$1.03M
KWS
16
Keystone Wealth Services
California
$1.01M
BOSSRA
17
B.O.S.S. Retirement Advisors
Utah
$982K
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$851K
KAS
19
Kestra Advisory Services
Texas
$685K
Renaissance Technologies
20
Renaissance Technologies
New York
$559K
MA
21
Mutual Advisors
Nebraska
$488K
CAS
22
Coppell Advisory Solutions
Texas
$401K
FIA
23
Foundations Investment Advisors
Arizona
$394K
WWMCALLC
24
Walser Wealth Management Company, A Ltd Liability Co
Florida
$394K
Brown Advisory
25
Brown Advisory
Maryland
$365K