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 2024 vs. Q4 2023
How the institutions holding Belpointe PREP, LLC changed between Q4 2023 and Q1 2024.
All holders in Q1 2024All holders in Q4 2023
| Measure | Q4 2023 | Of which not filed for Q1 2024 | Q1 2024 | Change |
|---|---|---|---|---|
| Holders | 42 | 1 | 37 | −4 |
| Shares | 1.30M | 3.61K | 1.25M | −52.0K (−4.0%) |
| Value | $99.9M | $278.8K | $76.1M | −$23.6M (−23.6%) |
1 institution that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so the changes leave them out.
New holders (3)
Institutions that held Belpointe PREP, LLC at the end of Q1 2024 but not at the end of Q4 2023.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Cetera Investment Advisers | 5,230 | $318.5K | 0.00% |
| RMR Wealth Builders | 3,823 | $232.8K | 0.03% |
| Coppell Advisory Solutions Corp. | 3,609 | $219.8K | 0.04% |
Sold out (7)
Institutions that held Belpointe PREP, LLC at the end of Q4 2023 and filed for Q1 2024 without it.
| Institution | Shares, Q4 2023 | Value, Q4 2023 |
|---|---|---|
| B.O.S.S. Retirement Advisors, LLC | 24,115 | $1.86M |
| Lloyd Advisory Services, LLC. | 17,158 | $1.33M |
| Citadel Advisors LLC | 7,611 | $588.0K |
| Cetera Advisors LLC | 5,230 | $404.0K |
| Fortitude Advisory Group L.L.C. | 4,567 | $352.8K |
| Merit Financial Group, LLC | 3,150 | $243.3K |
| Wealth Enhancement Advisory Services, LLC | 2,601 | $200.9K |
Not filed for Q1 2024 yet (1)
Institutions that held Belpointe PREP, LLC at the end of Q4 2023 and haven't filed a 13F for Q1 2024. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q4 2023 | Value, Q4 2023 |
|---|---|---|
| Coppell Advisory Solutions LLC | 3,609 | $278.8K |