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.
Q1 2022 vs. Q4 2021
How the institutions holding Belpointe PREP, LLC changed between Q4 2021 and Q1 2022.
All holders in Q1 2022All holders in Q4 2021
| Measure | Q4 2021 | Q1 2022 | Change |
|---|---|---|---|
| Holders | 26 | 26 | 0 |
| Shares | 883.1K | 971.4K | +88.2K (+10.0%) |
| Value | $88.4M | $97.0M | +$8.67M (+9.8%) |
New holders (5)
Institutions that held Belpointe PREP, LLC at the end of Q1 2022 but not at the end of Q4 2021.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Accurate Wealth Management, LLC | 7,795 | $779.0K | 0.35% |
| UBS Group AG | 4,610 | $461.0K | 0.00% |
| Goldman Sachs Group Inc | 3,833 | $383.0K | 0.00% |
| Mason & Associates Inc | 3,139 | $314.0K | 0.10% |
| Cambridge Trust Co | 593 | $59.0K | 0.00% |
Sold out (5)
Institutions that held Belpointe PREP, LLC at the end of Q4 2021 and filed for Q1 2022 without it.
| Institution | Shares, Q4 2021 | Value, Q4 2021 |
|---|---|---|
| AE Wealth Management LLC | 104,909 | $10.5M |
| United Asset Strategies, Inc. | 93,969 | $9.40M |
| CWM, LLC | 7,500 | $751.0K |
| Marshall Wace, LLP | 3,269 | $327.0K |
| Schonfeld Strategic Advisors LLC | 3,100 | $310.0K |