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.
Q3 2023 vs. Q2 2023
How the institutions holding Belpointe PREP, LLC changed between Q2 2023 and Q3 2023.
All holders in Q3 2023All holders in Q2 2023
| Measure | Q2 2023 | Q3 2023 | Change |
|---|---|---|---|
| Holders | 39 | 39 | 0 |
| Shares | 1.39M | 1.19M | −204.3K (−14.6%) |
| Value | $120.0M | $102.0M | −$17.9M (−14.9%) |
New holders (4)
Institutions that held Belpointe PREP, LLC at the end of Q3 2023 but not at the end of Q2 2023.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Synergy Financial Management, LLC | 5,225 | $447.8K | 0.09% |
| Wealth Enhancement Advisory Services, LLC | 2,601 | $222.9K | 0.00% |
| Lazard Asset Management LLC | 260 | $22.0K | 0.00% |
| DHJJ Financial Advisors, Ltd. | 11 | $943 | 0.00% |
Sold out (4)
Institutions that held Belpointe PREP, LLC at the end of Q2 2023 and filed for Q3 2023 without it.
| Institution | Shares, Q2 2023 | Value, Q2 2023 |
|---|---|---|
| LPL Financial LLC | 15,440 | $1.33M |
| Peak Planning Group, LLC | 5,046 | $434.2K |
| Pacitti Group Inc. | 2,470 | $212.5K |
| Ridgewood Investments LLC | 1,500 | $129.1K |