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Belpointe PREP, LLC

OZ
Exchange
NYSE
Industry
Real Estate
SEC CIK
0001807046

No open-market purchases or sales by Belpointe PREP, LLC insiders were filed in the last 90 days; 44 institutions reported holding it in 13F filings for Q2 2026, worth $57.7M in total; no superinvestor holds it.

Q4 2021 vs. Q3 2021

How the institutions holding Belpointe PREP, LLC changed between Q3 2021 and Q4 2021.

All holders in Q4 2021All holders in Q3 2021

13F holders of OZ: Q3 2021 compared with Q4 2021
MeasureQ3 2021Q4 2021Change
Holders026+26
Shares0883.1K+883.1K
Value$0$88.4M+$88.4M

New holders (26)

Institutions that held Belpointe PREP, LLC at the end of Q4 2021 but not at the end of Q3 2021.

Institutions new to OZ in Q4 2021
InstitutionSharesValue% of portfolio
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management225,931$22.6M1.13%
Belpointe Asset Management LLC112,072$11.2M0.70%
AE Wealth Management LLC104,909$10.5M0.07%
United Asset Strategies, Inc.93,969$9.40M1.12%
Precision Wealth Strategies, LLC78,097$7.82M5.63%
Lincoln National Corp55,000$5.50M0.11%
Bank of New York Mellon Corp28,900$2.89M0.00%
Wealth Alliance28,474$2.85M0.57%
Renaissance Technologies LLC28,343$2.84M0.00%
Ratio Wealth Group20,420$2.04M0.61%
Lloyd Advisory Services, LLC.17,158$1.72M0.79%
Mariner, LLC14,909$1.49M0.01%
Keystone Wealth Services, LLC13,272$1.33M0.54%
Kestra Advisory Services, LLC11,674$1.17M0.01%
Fountainhead AM, LLC10,930$1.09M0.48%
CWM, LLC7,500$751.0K0.01%
Claraphi Advisory Network, LLC6,609$661.0K0.23%
Outlook Wealth Advisors, LLC4,996$500.0K0.15%
Texas Yale Capital Corp.4,200$420.0K0.02%
Lokken Investment Group LLC3,399$340.0K0.24%
Integrated Advisors Network LLC3,350$335.0K0.02%
Marshall Wace, LLP3,269$327.0K0.00%
Schonfeld Strategic Advisors LLC3,100$310.0K0.00%
Raymond James Financial Services Advisors, Inc.2,591$259.0K0.00%
Gemmer Asset Management LLC55$6.00K0.00%
Bank of America Corp4$00.00%

Sold out (0)

Institutions that held Belpointe PREP, LLC at the end of Q3 2021 and filed for Q4 2021 without it.

None.