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 2023 vs. Q1 2023
How the institutions holding Belpointe PREP, LLC changed between Q1 2023 and Q2 2023.
All holders in Q2 2023All holders in Q1 2023
| Measure | Q1 2023 | Of which not filed for Q2 2023 | Q2 2023 | Change |
|---|---|---|---|---|
| Holders | 43 | 1 | 39 | −3 |
| Shares | 1.38M | 3.61K | 1.39M | +17.7K (+1.3%) |
| Value | $129.5M | $336.9K | $120.0M | −$9.23M (−7.1%) |
1 institution that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so the changes leave them out.
New holders (2)
Institutions that held Belpointe PREP, LLC at the end of Q2 2023 but not at the end of Q1 2023.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Ratio Wealth Group | 36,790 | $3.17M | 0.78% |
| LPL Financial LLC | 15,440 | $1.33M | 0.00% |
Sold out (5)
Institutions that held Belpointe PREP, LLC at the end of Q1 2023 and filed for Q2 2023 without it.
| Institution | Shares, Q1 2023 | Value, Q1 2023 |
|---|---|---|
| Sheets Smith Wealth Management | 11,183 | $1.05M |
| Shay Capital LLC | 4,933 | $462.7K |
| Accurate Wealth Management, LLC | 4,558 | $424.7K |
| Wells Fargo & Company | 1,278 | $119.9K |
| Lazard Asset Management LLC | 318 | $29.0K |
Not filed for Q2 2023 yet (1)
Institutions that held Belpointe PREP, LLC at the end of Q1 2023 and haven't filed a 13F for Q2 2023. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q1 2023 | Value, Q1 2023 |
|---|---|---|
| Coppell Advisory Solutions Corp. | 3,609 | $336.9K |