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 2025 vs. Q2 2025
How the institutions holding Belpointe PREP, LLC changed between Q2 2025 and Q3 2025.
All holders in Q3 2025All holders in Q2 2025
| Measure | Q2 2025 | Of which not filed for Q3 2025 | Q3 2025 | Change |
|---|---|---|---|---|
| Holders | 44 | 1 | 45 | +2 |
| Shares | 1.39M | 43.9K | 1.37M | +21.9K (+1.6%) |
| Value | $88.8M | $2.81M | $87.4M | +$1.34M (+1.6%) |
1 institution that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so the changes leave them out.
New holders (5)
Institutions that held Belpointe PREP, LLC at the end of Q3 2025 but not at the end of Q2 2025.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Hilltop Holdings Inc. | 30,700 | $1.96M | 0.10% |
| Citadel Advisors LLC | 5,808 | $371.7K | 0.00% |
| Commonwealth Equity Services, LLC | 3,900 | $250.0K | 0.00% |
| AE Wealth Management LLC | 3,280 | $209.9K | 0.00% |
| Royal Bank of Canada | 5 | $0 | 0.00% |
Sold out (3)
Institutions that held Belpointe PREP, LLC at the end of Q2 2025 and filed for Q3 2025 without it.
| Institution | Shares, Q2 2025 | Value, Q2 2025 |
|---|---|---|
| XTX Topco Ltd | 4,574 | $301.4K |
| Armis Advisers, LLC | 4,534 | $290.2K |
| Ridgewood Investments LLC | 1,500 | $96.0K |
Not filed for Q3 2025 yet (1)
Institutions that held Belpointe PREP, LLC at the end of Q2 2025 and haven't filed a 13F for Q3 2025. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q2 2025 | Value, Q2 2025 |
|---|---|---|
| Congress Wealth Management LLC | 43,940 | $2.81M |