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 2026 vs. Q1 2026
How the institutions holding Belpointe PREP, LLC changed between Q1 2026 and Q2 2026.
All holders in Q2 2026All holders in Q1 2026
| Measure | Q1 2026 | Of which not filed for Q2 2026 | Q2 2026 | Change |
|---|---|---|---|---|
| Holders | 47 | 1 | 44 | −2 |
| Shares | 1.36M | 15.9K | 1.27M | −67.0K (−5.0%) |
| Value | $72.1M | $845.3K | $57.7M | −$13.6M (−19.1%) |
1 institution that held it in Q1 2026 haven't filed for Q2 2026 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 2026 but not at the end of Q1 2026.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| SRS Capital Advisors, Inc. | 15,890 | $719.7K | 0.00% |
| Tounjian Advisory Partners, LLC | 6,273 | $284.1K | 0.12% |
| Central Trust Co | 3,899 | $176.6K | 0.00% |
| BNP Paribas Arbitrage, SA | 600 | $27.2K | 0.00% |
Sold out (6)
Institutions that held Belpointe PREP, LLC at the end of Q1 2026 and filed for Q2 2026 without it.
| Institution | Shares, Q1 2026 | Value, Q1 2026 |
|---|---|---|
| Kestra Advisory Services, LLC | 10,539 | $560.7K |
| Texas Yale Capital Corp. | 4,200 | $223.4K |
| Fulton Bank, N.A. | 4,060 | $216.0K |
| Moneta Group Investment Advisors LLC | 3,935 | $209.3K |
| XTX Topco Ltd | 3,859 | $205.3K |
| Hamrick Investment Counsel, llc | 1,270 | $67.6K |
Not filed for Q2 2026 yet (1)
Institutions that held Belpointe PREP, LLC at the end of Q1 2026 and haven't filed a 13F for Q2 2026. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q1 2026 | Value, Q1 2026 |
|---|---|---|
| U.S. Capital Wealth Advisors, LLC | 15,890 | $845.3K |