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Belpointe PREP

47 hedge funds and large institutions have $83.6M invested in Belpointe PREP in 2025 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 6 increasing their positions, 14 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 2

7% more funds holding

Funds holding: 4447 (+3)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4% less capital invested

Capital invested by funds: $86.8M → $83.6M (-$3.16M)

1.89% less ownership

Funds ownership: 35.8%33.91% (-1.9%)

57% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 14

Holders
47
Holders Change
+3
Holders Change %
+6.82%
% of All Funds
0.57%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
6
Increased
6
Reduced
14
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EWM
1
Empirical Wealth Management
Washington
$16.1M -$44K -699 -0.3%
PWS
2
Precision Wealth Strategies
Missouri
$16.1M
BAM
3
Belpointe Asset Management
Nevada
$14.3M -$5.48M -87,150 -28%
UAS
4
United Asset Strategies
New York
$5.81M +$248K +3,935 +5%
Lido Advisors
5
Lido Advisors
California
$4.18M +$4.04M +64,223 New
Osaic Holdings
6
Osaic Holdings
Arizona
$3.66M
BIG
7
Brookwood Investment Group
Arizona
$1.94M -$2.58K -41 -0.1%
WA
8
Wealth Alliance
New York
$1.85M
MAC
9
Mason & Associates (California)
California
$1.65M +$1.12M +17,840 +235%
RSWM
10
Robertson Stephens Wealth Management
California
$1.38M -$13.9K -221 -1%
Rockefeller Capital Management
11
Rockefeller Capital Management
New York
$1.19M
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$1.19M +$858K +13,630 +290%
Mariner
13
Mariner
Kansas
$1.14M -$276K -4,390 -20%
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 -$2.83K -45 -0.3%
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 +$541K +8,600 New
MA
21
Mutual Advisors
Nebraska
$488K
LBC
22
Lane Brothers & Co
Arizona
$402K +$389K +6,187 New
CAS
23
Coppell Advisory Solutions
Texas
$401K +$163K +2,591 +73%
FIA
24
Foundations Investment Advisors
Arizona
$394K -$53.2K -845 -12%
WWM
25
Walser Wealth Management
Florida
$394K +$381K +6,052 New