Recent Quarter Total Invested
$70.67 M
Recent Quarter Institutional Ownership Percentage
33.48%
Total Invested of Last Quarter
$74.73 M
Ownership Percentage of Last Quarter
33.88%
Belpointe PREP, LLC Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BELPOINTE ASSET MANAGEMENT LLC | 08/02/2024 | 285,133 | $16.51 M | 0.99% | 7.85% |
| EMPIRICAL FINANCIAL SERVICES, LLC D.B.A. EMPIRICAL WEALTH MANAGEMENT | 08/09/2024 | 262,413 | $15.19 M | -3.14% | 7.23% |
| PRECISION WEALTH STRATEGIES, LLC | 08/05/2024 | 238,235 | $13.79 M | -1.28% | 6.56% |
| UNITED ASSET STRATEGIES, INC. | 08/01/2024 | 88,531 | $5.13 M | -6.07% | 2.44% |
| ADVISOR GROUP HOLDINGS, INC. | 08/13/2024 | 55,000 | $3.18 M | 4,088.88% | 1.51% |
| FOUNTAINHEAD AM, LLC | 07/26/2024 | 41,926 | $2.43 M | 2.90% | 1.15% |
| WEALTH ALLIANCE | 08/09/2024 | 28,474 | $1.65 M | 0.00% | 0.78% |
| ATOMI FINANCIAL GROUP, INC. | 07/26/2024 | 26,722 | $1.55 M | 43.80% | 0.74% |
| MARINER, LLC | 08/13/2024 | 25,128 | $1.45 M | -3.30% | 0.69% |
| LLOYD ADVISORY SERVICES, LLC. | 08/05/2024 | 17,158 | $993,461 | 100.00% | 0.47% |
| LPL FINANCIAL LLC | 08/07/2024 | 16,903 | $978,684 | 100.00% | 0.47% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 08/12/2024 | 16,785 | $971,852 | 0.00% | 0.46% |
| KESTRA ADVISORY SERVICES, LLC | 08/14/2024 | 16,349 | $946,607 | 0.00% | 0.45% |
| KEYSTONE WEALTH SERVICES, LLC | 07/12/2024 | 15,558 | $900,808 | 0.00% | 0.43% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/15/2024 | 13,026 | $754,205 | 233.91% | 0.36% |
| MASON & ASSOCIATES INC | 07/19/2024 | 9,700 | $561,630 | 0.00% | 0.27% |
| UBS GROUP AG | 08/14/2024 | 7,958 | $460,768 | 60.77% | 0.22% |
| AE WEALTH MANAGEMENT LLC | 08/12/2024 | 7,512 | $434,945 | 43.30% | 0.21% |
| SYNERGY ASSET MANAGEMENT, LLC | 08/05/2024 | 5,225 | $302,528 | 0.00% | 0.14% |
| OUTLOOK WEALTH ADVISORS, LLC | 07/18/2024 | 4,996 | $559,757 | 0.00% | 0.14% |
| CETERA INVESTMENT ADVISERS | 08/22/2024 | 4,970 | $287,763 | -4.97% | 0.14% |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 08/02/2024 | 4,465 | $258,524 | 2.76% | 0.12% |
| TEXAS YALE CAPITAL CORP. | 08/13/2024 | 4,200 | $243,180 | 0.00% | 0.12% |
| FULTON BANK, N.A. | 07/09/2024 | 4,060 | $235,074 | 0.00% | 0.11% |
| COPPELL ADVISORY SOLUTIONS LLC | 08/15/2024 | 3,599 | $208,382 | 100.00% | 0.10% |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. | 07/19/2024 | 3,582 | $207,398 | 0.00% | 0.10% |
| LOKKEN INVESTMENT GROUP LLC | 08/12/2024 | 3,574 | $206,935 | 0.00% | 0.10% |
| MORGAN STANLEY | 10/17/2024 | 3,111 | $180,127 | 3.32% | 0.09% |
| RIDGEWOOD INVESTMENTS LLC | 07/29/2024 | 1,500 | $86,850 | 100.00% | 0.04% |
| BANK OF AMERICA CORP /DE/ | 08/14/2024 | 70 | $4,053 | -90.90% | 0.00% |
| CREEKMUR ASSET MANAGEMENT LLC | 08/13/2024 | 60 | $3,474 | -58.62% | 0.00% |
| LINCOLN NATIONAL CORP | 07/25/2024 | 0 | $0 | -100.00% | 0.00% |
| ROYAL BANK OF CANADA | 11/06/2024 | 0 | $0 | -100.00% | 0.00% |
| CWM, LLC | 07/10/2024 | 0 | $0 | -100.00% | 0.00% |
| INTEGRATED ADVISORS NETWORK LLC | 08/09/2024 | 0 | $0 | -100.00% | 0.00% |
| RMR WEALTH BUILDERS | 07/23/2024 | 0 | $0 | -100.00% | 0.00% |
Belpointe PREP, LLCinstitutional Ownership - Frequently Asked Questions
-
Who are the largest shareholders of OZ shares?
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
Precision Wealth Strategies, LLC: 236,491
United Asset Strategies, Inc.: 88,531
ADVISOR GROUP HOLDINGS, INC.: 55,000
Fountainhead AM, LLC: 46,211
Congress Wealth Management LLC / DE /: 43,221
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What percentage of Belpointe PREP, LLC stock is owned by institutional investors?
33.48% of Belpointe PREP, LLC stock is owned by institutional investors.
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How much institutional buying is happening at OZ ?
Institutional investors have bought a total of 1.09 M shares in the last 24 months. This purchase volume represents approximately $75.77 M in transactions.