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 2024 vs. Q2 2024
How the institutions holding Belpointe PREP, LLC changed between Q2 2024 and Q3 2024.
All holders in Q3 2024All holders in Q2 2024
| Measure | Q2 2024 | Q3 2024 | Change |
|---|---|---|---|
| Holders | 33 | 40 | +7 |
| Shares | 1.24M | 1.34M | +98.1K (+7.9%) |
| Value | $72.2M | $92.5M | +$20.3M (+28.1%) |
New holders (9)
Institutions that held Belpointe PREP, LLC at the end of Q3 2024 but not at the end of Q2 2024.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Congress Wealth Management LLC | 43,221 | $2.98M | 0.04% |
| Robertson Stephens Wealth Management, LLC | 21,424 | $1.48M | 0.05% |
| Laidlaw Wealth Management LLC | 15,890 | $1.10M | 0.54% |
| Citadel Advisors LLC | 5,705 | $393.8K | 0.00% |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 4,913 | $339.1K | 0.03% |
| Moneta Group Investment Advisors LLC | 3,935 | $271.6K | 0.00% |
| Integrated Advisors Network LLC | 3,350 | $231.2K | 0.01% |
| Merit Financial Group, LLC | 3,150 | $217.4K | 0.00% |
| Eastern Bank | 593 | $40.9K | 0.00% |
Sold out (2)
Institutions that held Belpointe PREP, LLC at the end of Q2 2024 and filed for Q3 2024 without it.
| Institution | Shares, Q2 2024 | Value, Q2 2024 |
|---|---|---|
| Susquehanna International Group, LLP | 13,026 | $754.2K |
| Creekmur Asset Management LLC | 60 | $3.47K |