Belpointe PREP LLC Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| EMPIRICAL FINANCIAL SERVICES, LLC D.B.A. EMPIRICAL WEALTH MANAGEMENT | 01/16/2026 | 248.08 K | $16.13 M | -0.28% | 6.71% |
| PRECISION WEALTH STRATEGIES, LLC | 01/30/2026 | 246.96 K | $16.06 M | 0.00% | 6.68% |
| BELPOINTE ASSET MANAGEMENT LLC | 01/27/2026 | 219.22 K | $14.26 M | -28.45% | 5.93% |
| UNITED ASSET STRATEGIES, INC. | 01/28/2026 | 89.35 K | $5.81 M | 4.61% | 2.42% |
| LIDO ADVISORS, LLC | 02/10/2026 | 64.22 K | $4.18 M | 100.00% | 1.74% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 56.35 K | $3.66 M | 0.00% | 1.52% |
| BROOKWOOD INVESTMENT GROUP LLC | 01/22/2026 | 29.84 K | $1.94 M | -0.14% | 0.81% |
| WEALTH ALLIANCE | 02/13/2026 | 28.47 K | $1.85 M | 0.00% | 0.77% |
| MASON & ASSOCIATES INC | 02/05/2026 | 25.44 K | $1.65 M | 234.74% | 0.69% |
| ROBERTSON STEPHENS WEALTH MANAGEMENT, LLC | 02/02/2026 | 21.20 K | $1.38 M | -1.03% | 0.57% |
| CETERA INVESTMENT ADVISERS | 02/17/2026 | 18.33 K | $1.19 M | 290.00% | 0.50% |
| MARINER, LLC | 02/13/2026 | 17.49 K | $1.14 M | -20.06% | 0.47% |
| LPL FINANCIAL LLC | 02/11/2026 | 16.48 K | $1.07 M | 0.00% | 0.45% |
| U.S. CAPITAL WEALTH ADVISORS, LLC | 01/23/2026 | 15.89 K | $1.03 M | 0.00% | 0.43% |
| KEYSTONE WEALTH SERVICES, LLC | 01/26/2026 | 15.56 K | $1.01 M | 0.00% | 0.42% |
| B.O.S.S. RETIREMENT ADVISORS, LLC | 02/02/2026 | 15.10 K | $981.69 K | -0.30% | 0.41% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 02/05/2026 | 13.08 K | $851.00 K | 0.00% | 0.35% |
| KESTRA ADVISORY SERVICES, LLC | 02/13/2026 | 10.54 K | $685.35 K | 0.00% | 0.29% |
| RENAISSANCE TECHNOLOGIES LLC | 02/12/2026 | 8.60 K | $559.26 K | 100.00% | 0.23% |
| MUTUAL ADVISORS, LLC | 02/02/2026 | 7.50 K | $487.73 K | 0.00% | 0.20% |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 02/10/2026 | 6.05 K | $393.56 K | -12.25% | 0.16% |
| BROWN ADVISORY INC | 02/13/2026 | 5.61 K | $364.88 K | 0.00% | 0.15% |
| OUTLOOK WEALTH ADVISORS, LLC | 02/11/2026 | 5.00 K | $324.89 K | 0.00% | 0.14% |
| SMART WEALTH LLC | 01/26/2026 | 4.94 K | $321.05 K | -17.11% | 0.13% |
| C2P CAPITAL ADVISORY GROUP, LLC D.B.A. PROSPERITY CAPITAL ADVISORS | 01/20/2026 | 4.87 K | $316.63 K | 0.00% | 0.13% |
| MORGAN STANLEY | 02/13/2026 | 4.86 K | $315.92 K | 52.05% | 0.13% |
| REAP FINANCIAL GROUP, LLC | 02/10/2026 | 4.50 K | $292.90 K | -0.66% | 0.12% |
| CITADEL ADVISORS LLC | 02/17/2026 | 4.30 K | $279.76 M | -25.93% | 0.12% |
| KINGSWOOD WEALTH ADVISORS, LLC | 01/28/2026 | 4.28 K | $278.20 K | -19.84% | 0.12% |
| UBS GROUP AG | 01/29/2026 | 4.25 K | $276.25 K | -14.18% | 0.11% |
| TEXAS YALE CAPITAL CORP. | 02/10/2026 | 4.20 K | $273.13 K | 0.00% | 0.11% |
| FULTON BANK, N.A. | 01/08/2026 | 4.06 K | $264.02 K | 0.00% | 0.11% |
| MONETA GROUP INVESTMENT ADVISORS LLC | 02/12/2026 | 3.94 K | $255.89 K | 0.00% | 0.11% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 3.83 K | $249.20 K | 6.98% | 0.10% |
| ABOUND WEALTH MANAGEMENT | 01/12/2026 | 3.65 K | $237.04 K | 0.00% | 0.10% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/17/2026 | 3.39 K | $220.19 K | 100.00% | 0.09% |
| AE WEALTH MANAGEMENT LLC | 01/26/2026 | 3.28 K | $213.30 K | 0.00% | 0.09% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 1.50 K | $97.81 M | -39.94% | 0.04% |
| EASTERN BANK | 01/14/2026 | 593 | $38.56 K | 0.00% | 0.02% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 02/10/2026 | 400 | $26.01 K | 100.00% | 0.01% |
| COMMONWEALTH EQUITY SERVICES, LLC | 02/12/2026 | 0 | $0 | -100.00% | 0.00% |
| HILLTOP HOLDINGS INC. | 02/17/2026 | 0 | $0 | -100.00% | 0.00% |
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Belpointe PREP LLC institutional Ownership - FAQ's
During the previous two years, 52 institutional investors and hedge funds held shares of Belpointe PREP LLC. The most heavily invested institutionals were:
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management: 248,081
Precision Wealth Strategies, LLC: 246,962
Belpointe Asset Management LLC: 219,217
United Asset Strategies, Inc.: 89,354
Lido Advisors, LLC: 64,223
ADVISOR GROUP HOLDINGS, INC.: 56,347
29.50% of Belpointe PREP LLC stock is owned by institutional investors.
Institutional investors have bought a total of 1.36 M shares in the last 24 months. This purchase volume represents approximately $67.99 M in transactions.