Belpointe PREP, LLC

Exchange: NYSE
Industry: Real Estate
SEC CIK: 0001807046

SEC filings (opens in a new tab)

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 2022 vs. Q3 2022

How the institutions holding Belpointe PREP, LLC changed between Q3 2022 and Q4 2022.

All holders in Q4 2022 All holders in Q3 2022

13F holders of OZ: Q3 2022 compared with Q4 2022
Measure	Q3 2022	Q4 2022	Change
Holders	36	48	+12
Shares	1.40M	1.47M	+69.5K (+5.0%)
Value	$123.5M	$146.6M	+$23.1M (+18.7%)

New holders (16)

Institutions that held Belpointe PREP, LLC at the end of Q4 2022 but not at the end of Q3 2022.

Institutions new to OZ in Q4 2022
Institution	Shares	Value	% of portfolio
B.O.S.S. Retirement Advisors, LLC	24,115	$2.41M	0.62%
Peak Planning Group, LLC	16,500	$1.65M	1.45%
Citadel Advisors LLC	7,469	$746.9K	0.00%
SMART Wealth LLC	6,545	$654.5K	0.49%
Cetera Advisors LLC	4,430	$443.0K	0.01%
Laidlaw Wealth Management LLC	4,075	$407.5K	0.09%
Coppell Advisory Solutions LLC	3,642	$364.2K	0.13%
Coppell Advisory Solutions Corp.	3,642	$364.2K	0.13%
Merit Financial Group, LLC	3,150	$315.0K	0.01%
Renaissance Technologies LLC	2,500	$250.0K	0.00%
Pacitti Group Inc.	2,470	$247.0K	0.19%
Retirement Financial Solutions, LLC	2,304	$230.4K	0.20%
Cantor Fitzgerald, L. P.	2,000	$200.0K	0.00%
Advisor Group Holdings, Inc.	683	$68.0K	0.00%
Lazard Asset Management LLC	318	$31.0K	0.00%
McElhenny Sheffield Capital Management, LLC	96	$9.60K	0.00%

Sold out (4)

Institutions that held Belpointe PREP, LLC at the end of Q3 2022 and filed for Q4 2022 without it.

Institutions that sold out of OZ in Q4 2022
Institution	Shares, Q3 2022	Value, Q3 2022
Accurate Wealth Management, LLC	8,551	$1.36M
Jane Street Group, LLC	5,602	$473.0K
Virtu Financial LLC	3,007	$254.0K
Ergoteles LLC	2,383	$201.0K