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 2025 vs. Q1 2025
How the institutions holding Belpointe PREP, LLC changed between Q1 2025 and Q2 2025.
All holders in Q2 2025All holders in Q1 2025
| Measure | Q1 2025 | Q2 2025 | Change |
|---|---|---|---|
| Holders | 45 | 44 | −1 |
| Shares | 1.35M | 1.39M | +32.8K (+2.4%) |
| Value | $87.4M | $88.8M | +$1.41M (+1.6%) |
New holders (3)
Institutions that held Belpointe PREP, LLC at the end of Q2 2025 but not at the end of Q1 2025.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Advisor Group Holdings, Inc. | 56,347 | $3.61M | 0.01% |
| Cambridge Investment Research Advisors, Inc. | 13,080 | $837.0K | 0.00% |
| Mutual Advisors, LLC | 7,500 | $495.0K | 0.01% |
Sold out (4)
Institutions that held Belpointe PREP, LLC at the end of Q1 2025 and filed for Q2 2025 without it.
| Institution | Shares, Q1 2025 | Value, Q1 2025 |
|---|---|---|
| Hilltop Holdings Inc. | 15,500 | $999.8K |
| StoneX Group Inc. | 10,341 | $667.0K |
| Lloyd Advisory Services, LLC. | 3,716 | $239.7K |
| Merit Financial Group, LLC | 3,150 | $203.2K |