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.
Q2 2022 vs. Q1 2022
How the institutions holding Belpointe PREP, LLC changed between Q1 2022 and Q2 2022.
All holders in Q2 2022All holders in Q1 2022
| Measure | Q1 2022 | Q2 2022 | Change |
|---|---|---|---|
| Holders | 26 | 32 | +6 |
| Shares | 971.4K | 1.22M | +246.8K (+25.4%) |
| Value | $97.0M | $118.3M | +$21.3M (+21.9%) |
New holders (8)
Institutions that held Belpointe PREP, LLC at the end of Q2 2022 but not at the end of Q1 2022.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| AE Wealth Management LLC | 116,467 | $11.4M | 0.09% |
| United Asset Strategies, Inc. | 101,727 | $9.94M | 1.45% |
| Ergoteles LLC | 12,004 | $1.17M | 0.04% |
| Sheets Smith Wealth Management | 11,183 | $1.09M | 0.18% |
| CWM, LLC | 7,500 | $733.0K | 0.01% |
| Fulton Bank, N.A. | 4,060 | $397.0K | 0.02% |
| Wells Fargo & Company | 1,278 | $125.0K | 0.00% |
| JJJ Advisors Inc. | 222 | $22.0K | 0.01% |
Sold out (2)
Institutions that held Belpointe PREP, LLC at the end of Q1 2022 and filed for Q2 2022 without it.
| Institution | Shares, Q1 2022 | Value, Q1 2022 |
|---|---|---|
| Goldman Sachs Group Inc | 3,833 | $383.0K |
| Gemmer Asset Management LLC | 55 | $5.00K |