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Belpointe PREP

45 hedge funds and large institutions have $71.3M invested in Belpointe PREP in 2026 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 5 increasing their positions, 9 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.44% more ownership

Funds ownership: 33.91%35.35% (+1.4%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4% less funds holding

Funds holding: 4745 (-2)

15% less capital invested

Capital invested by funds: $83.6M → $71.3M (-$12.4M)

22% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 9

44% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 9

Holders
45
Holders Change
-2
Holders Change %
-4.26%
% of All Funds
0.55%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
7
Increased
5
Reduced
9
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EWM
1
Empirical Wealth Management
Washington
$13.1M -$75.6K -1,450 -0.6%
PWS
2
Precision Wealth Strategies
Missouri
$12.8M -$327K -6,273 -3%
BAM
3
Belpointe Asset Management
Nevada
$12M +$378K +7,241 +3%
Osaic Holdings
4
Osaic Holdings
Arizona
$5M +$1.97M +37,730 +67%
UAS
5
United Asset Strategies
New York
$4.75M
Lido Advisors
6
Lido Advisors
California
$3.4M -$20.9K -400 -0.6%
BIG
7
Brookwood Investment Group
Arizona
$2.01M +$419K +8,036 +27%
MAC
8
Mason & Associates (California)
California
$1.31M -$5.21K -100 -0.4%
WA
9
Wealth Alliance
New York
$1.22M -$287K -5,495 -19%
SSWM
10
Sheets Smith Wealth Management
North Carolina
$1.16M +$1.14M +21,783 New
RSWM
11
Robertson Stephens Wealth Management
California
$1.13M
Rockefeller Capital Management
12
Rockefeller Capital Management
New York
$977K
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$975K
Mariner
14
Mariner
Kansas
$930K
LPL Financial
15
LPL Financial
California
$875K -$1.3K -25 -0.2%
NWA
16
Navis Wealth Advisors
New York
$863K +$846K +16,226 New
USCWA
17
U.S. Capital Wealth Advisors
Texas
$845K
KWS
18
Keystone Wealth Services
California
$828K
BOSSRA
19
B.O.S.S. Retirement Advisors
Utah
$803K
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$696K
KAS
21
Kestra Advisory Services
Texas
$561K
FIA
22
Foundations Investment Advisors
Arizona
$426K +$102K +1,962 +32%
MA
23
Mutual Advisors
Nebraska
$399K
LBC
24
Lane Brothers & Co
Arizona
$329K
WWM
25
Walser Wealth Management
Florida
$322K