Belpointe PREP, LLC Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BELPOINTE ASSET MANAGEMENT LLC | 11/13/2024 | 298,385 | $20.59 M | 4.65% | 8.22% |
| EMPIRICAL FINANCIAL SERVICES, LLC D.B.A. EMPIRICAL WEALTH MANAGEMENT | 11/01/2024 | 262,218 | $18.10 M | -0.07% | 7.22% |
| PRECISION WEALTH STRATEGIES, LLC | 10/21/2024 | 236,491 | $16.32 M | -0.73% | 6.51% |
| UNITED ASSET STRATEGIES, INC. | 10/28/2024 | 88,531 | $6.11 M | 0.00% | 2.44% |
| ADVISOR GROUP HOLDINGS, INC. | 11/13/2024 | 55,000 | $3.80 M | 0.00% | 1.51% |
| FOUNTAINHEAD AM, LLC | 11/04/2024 | 46,211 | $3.19 M | 10.22% | 1.27% |
| CONGRESS WEALTH MANAGEMENT LLC / DE / | 11/12/2024 | 43,221 | $2.98 M | 100.00% | 1.19% |
| ATOMI FINANCIAL GROUP, INC. | 10/08/2024 | 30,786 | $2.12 M | 15.21% | 0.85% |
| WEALTH ALLIANCE | 11/04/2024 | 28,474 | $1.97 M | 0.00% | 0.78% |
| MARINER, LLC | 11/13/2024 | 25,128 | $1.73 M | 0.00% | 0.69% |
| ROBERTSON STEPHENS WEALTH MANAGEMENT, LLC | 11/12/2024 | 21,424 | $1.48 M | 100.00% | 0.59% |
| LLOYD ADVISORY SERVICES, LLC. | 10/10/2024 | 17,158 | $1.18 M | 0.00% | 0.47% |
| LPL FINANCIAL LLC | 11/08/2024 | 16,888 | $1.17 M | -0.09% | 0.47% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 11/14/2024 | 16,785 | $1.16 M | 0.00% | 0.46% |
| KESTRA ADVISORY SERVICES, LLC | 11/13/2024 | 16,349 | $1.13 M | 0.00% | 0.45% |
| LAIDLAW WEALTH MANAGEMENT LLC | 11/12/2024 | 15,890 | $1.10 M | 100.00% | 0.44% |
| KEYSTONE WEALTH SERVICES, LLC | 10/15/2024 | 15,558 | $1.07 M | 0.00% | 0.43% |
| MASON & ASSOCIATES INC | 10/23/2024 | 9,700 | $669,494 | 0.00% | 0.27% |
| 12/16/2024 | 5,960 | $411,359 | 0.00% | 0.16% | |
| CITADEL ADVISORS LLC | 11/14/2024 | 5,705 | $393,759 | 100.00% | 0.16% |
| SYNERGY ASSET MANAGEMENT, LLC | 10/15/2024 | 5,225 | $360,630 | 0.00% | 0.14% |
| OUTLOOK WEALTH ADVISORS, LLC | 10/23/2024 | 4,996 | $344,824 | 0.00% | 0.14% |
| UBS GROUP AG | 11/14/2024 | 4,950 | $341,649 | -37.80% | 0.14% |
| C2P CAPITAL ADVISORY GROUP, LLC D.B.A. PROSPERITY CAPITAL ADVISORS | 10/08/2024 | 4,913 | $339,095 | 100.00% | 0.14% |
| CETERA INVESTMENT ADVISERS | 11/13/2024 | 4,700 | $324,394 | -5.43% | 0.13% |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 10/21/2024 | 4,582 | $316,250 | 2.62% | 0.13% |
| TEXAS YALE CAPITAL CORP. | 11/12/2024 | 4,200 | $289,884 | 0.00% | 0.12% |
| FULTON BANK, N.A. | 10/07/2024 | 4,060 | $280,221 | 0.00% | 0.11% |
| MONETA GROUP INVESTMENT ADVISORS LLC | 11/12/2024 | 3,935 | $271,594 | 100.00% | 0.11% |
| COPPELL ADVISORY SOLUTIONS LLC | 11/14/2024 | 3,589 | $252,023 | -0.28% | 0.10% |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. | 10/18/2024 | 3,582 | $247,230 | 0.00% | 0.10% |
| LOKKEN INVESTMENT GROUP LLC | 11/12/2024 | 3,574 | $246,677 | 0.00% | 0.10% |
| INTEGRATED ADVISORS NETWORK LLC | 10/25/2024 | 3,350 | $231,217 | 100.00% | 0.09% |
| AE WEALTH MANAGEMENT LLC | 11/14/2024 | 3,280 | $226,386 | -56.34% | 0.09% |
| MERIT FINANCIAL GROUP, LLC | 10/17/2024 | 3,150 | $217,413 | 100.00% | 0.09% |
| MORGAN STANLEY | 11/14/2024 | 3,133 | $216,239 | 0.71% | 0.09% |
| RIDGEWOOD INVESTMENTS LLC | 10/04/2024 | 1,500 | $103,530 | 0.00% | 0.04% |
| EASTERN BANK | 10/21/2024 | 593 | $40,929 | 100.00% | 0.02% |
| BANK OF AMERICA CORP /DE/ | 11/14/2024 | 2 | $138 | -97.14% | 0.00% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11/14/2024 | 0 | $0 | -100.00% | 0.00% |
| CREEKMUR ASSET MANAGEMENT LLC | 10/25/2024 | 0 | $0 | -100.00% | 0.00% |
Belpointe PREP, LLCinstitutional Ownership - FAQ's
During the previous two years, 42 institutional investors and hedge funds held shares of Belpointe PREP, LLC. The most heavily invested institutionals were:
Belpointe Asset Management LLC: 298,385
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management: 262,218
Precision Wealth Strategies, LLC: 236,491
United Asset Strategies, Inc.: 88,531
ADVISOR GROUP HOLDINGS, INC.: 55,000
Fountainhead AM, LLC: 46,211
36.43% of Belpointe PREP, LLC stock is owned by institutional investors.
Institutional investors have bought a total of 1.37 M shares in the last 24 months. This purchase volume represents approximately $84.42 M in transactions.