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 2024 vs. Q1 2024
How the institutions holding Belpointe PREP, LLC changed between Q1 2024 and Q2 2024.
All holders in Q2 2024All holders in Q1 2024
| Measure | Q1 2024 | Of which not filed for Q2 2024 | Q2 2024 | Change |
|---|---|---|---|---|
| Holders | 37 | 3 | 33 | −1 |
| Shares | 1.25M | 41.0K | 1.24M | +33.4K (+2.8%) |
| Value | $76.1M | $2.50M | $72.2M | −$1.41M (−1.9%) |
3 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so the changes leave them out.
New holders (4)
Institutions that held Belpointe PREP, LLC at the end of Q2 2024 but not at the end of Q1 2024.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Lloyd Advisory Services, LLC. | 17,158 | $993.5K | 0.47% |
| LPL Financial LLC | 16,903 | $978.7K | 0.00% |
| Coppell Advisory Solutions LLC | 3,599 | $208.4K | 0.03% |
| Ridgewood Investments LLC | 1,500 | $86.8K | 0.04% |
Sold out (5)
Institutions that held Belpointe PREP, LLC at the end of Q1 2024 and filed for Q2 2024 without it.
| Institution | Shares, Q1 2024 | Value, Q1 2024 |
|---|---|---|
| Lincoln National Corp | 55,000 | $3.35M |
| RMR Wealth Builders | 3,823 | $232.8K |
| Integrated Advisors Network LLC | 3,350 | $204.0K |
| CWM, LLC | 2,520 | $153.0K |
| Royal Bank of Canada | 900 | $55.0K |
Not filed for Q2 2024 yet (3)
Institutions that held Belpointe PREP, LLC at the end of Q1 2024 and haven't filed a 13F for Q2 2024. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q1 2024 | Value, Q1 2024 |
|---|---|---|
| Ratio Wealth Group | 36,790 | $2.24M |
| Coppell Advisory Solutions Corp. | 3,609 | $219.8K |
| Cambridge Trust Co | 593 | $36.1K |