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 | 05/04/2026 | 246.63 K | $13.12 M | -0.58% | 6.50% |
| PRECISION WEALTH STRATEGIES, LLC | 05/06/2026 | 240.69 K | $12.80 M | -2.54% | 6.35% |
| BELPOINTE ASSET MANAGEMENT LLC | 04/28/2026 | 226.46 K | $12.05 M | 3.30% | 5.97% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 94.08 K | $5.00 M | 66.96% | 2.48% |
| UNITED ASSET STRATEGIES, INC. | 04/29/2026 | 89.35 K | $4.75 M | 0.00% | 2.36% |
| LIDO ADVISORS, LLC | 05/13/2026 | 63.82 K | $3.40 M | -0.62% | 1.68% |
| BROOKWOOD INVESTMENT GROUP LLC | 05/04/2026 | 37.87 K | $2.01 M | 26.93% | 1.00% |
| MASON & ASSOCIATES INC | 04/30/2026 | 25.34 K | $1.31 M | -0.39% | 0.67% |
| WEALTH ALLIANCE | 05/14/2026 | 22.98 K | $1.22 M | -19.30% | 0.61% |
| SHEETS SMITH WEALTH MANAGEMENT | 04/16/2026 | 21.78 K | $1.16 M | 100.00% | 0.57% |
| ROBERTSON STEPHENS WEALTH MANAGEMENT, LLC | 04/28/2026 | 21.20 K | $1.13 M | 0.00% | 0.56% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 05/14/2026 | 18.36 K | $976.75 K | 0.00% | 0.48% |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 18.33 K | $975.16 K | 0.00% | 0.48% |
| MARINER, LLC | 05/13/2026 | 17.49 K | $930.42 K | 0.00% | 0.46% |
| LPL FINANCIAL LLC | 05/06/2026 | 16.45 K | $875.30 K | -0.15% | 0.43% |
| NAVIS WEALTH ADVISORS, LLC | 05/15/2026 | 16.23 K | $863.22 K | 100.00% | 0.43% |
| U.S. CAPITAL WEALTH ADVISORS, LLC | 04/07/2026 | 15.89 K | $845.35 K | 0.00% | 0.42% |
| KEYSTONE WEALTH SERVICES, LLC | 05/13/2026 | 15.56 K | $827.69 K | 0.00% | 0.41% |
| B.O.S.S. RETIREMENT ADVISORS, LLC | 04/28/2026 | 15.10 K | $803.11 K | 0.00% | 0.40% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 04/30/2026 | 13.08 K | $696.00 K | 0.00% | 0.34% |
| KESTRA ADVISORY SERVICES, LLC | 04/30/2026 | 10.54 K | $560.68 K | 0.00% | 0.28% |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 05/11/2026 | 8.01 K | $426.35 K | 32.42% | 0.21% |
| MUTUAL ADVISORS, LLC | 05/04/2026 | 7.50 K | $399.00 K | 0.00% | 0.20% |
| 05/05/2026 | 6.19 K | $329.15 K | 0.00% | 0.16% | |
| 04/28/2026 | 6.05 K | $321.97 K | 0.00% | 0.16% | |
| BROWN ADVISORY INC | 05/15/2026 | 5.61 K | $298.51 K | 0.00% | 0.15% |
| KINGSWOOD WEALTH ADVISORS, LLC | 04/28/2026 | 5.34 K | $283.93 K | 24.75% | 0.14% |
| NEWEDGE WEALTH, LLC | 05/13/2026 | 5.28 K | $280.95 K | 100.00% | 0.14% |
| OUTLOOK WEALTH ADVISORS, LLC | 04/17/2026 | 5.00 K | $265.79 K | 0.00% | 0.13% |
| SMART WEALTH LLC | 04/23/2026 | 4.94 K | $262.65 K | 0.00% | 0.13% |
| C2P CAPITAL ADVISORY GROUP, LLC D.B.A. PROSPERITY CAPITAL ADVISORS | 04/09/2026 | 4.87 K | $259.03 K | 0.00% | 0.13% |
| ACCURATE WEALTH MANAGEMENT, LLC | 04/23/2026 | 4.56 K | $239.71 K | 100.00% | 0.12% |
| TEXAS YALE CAPITAL CORP. | 05/04/2026 | 4.20 K | $223.44 K | 0.00% | 0.11% |
| FULTON BANK, N.A. | 04/24/2026 | 4.06 K | $215.99 K | 0.00% | 0.11% |
| MONETA GROUP INVESTMENT ADVISORS LLC | 05/12/2026 | 3.94 K | $209.34 K | 0.00% | 0.10% |
| XTX TOPCO LTD | 05/15/2026 | 3.86 K | $205.30 K | 100.00% | 0.10% |
| ABOUND WEALTH MANAGEMENT | 04/10/2026 | 3.65 K | $193.91 K | 0.00% | 0.10% |
| UBS GROUP AG | 05/05/2026 | 3.42 K | $181.89 K | -19.52% | 0.09% |
| MORGAN STANLEY | 05/15/2026 | 3.21 K | $170.88 K | -33.88% | 0.08% |
| 05/11/2026 | 1.27 K | $67.56 K | 100.00% | 0.03% | |
| REAP FINANCIAL GROUP, LLC | 05/11/2026 | 970 | $51.60 K | -78.46% | 0.03% |
| EASTERN BANK | 04/07/2026 | 593 | $31.55 K | 0.00% | 0.02% |
| FOUNTAINHEAD AM, LLC | 05/11/2026 | 373 | $19.84 K | 0.00% | 0.01% |
| JONES FINANCIAL COMPANIES LLLP | 05/15/2026 | 7 | $364 | 100.00% | 0.00% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 0 | $0 | -100.00% | 0.00% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 0 | $0 | -100.00% | 0.00% |
| RENAISSANCE TECHNOLOGIES LLC | 05/14/2026 | 0 | $0 | -100.00% | 0.00% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 05/07/2026 | 0 | $0 | -100.00% | 0.00% |
| CITADEL ADVISORS LLC | 05/15/2026 | 0 | $0 | -100.00% | 0.00% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 0 | $0 | -100.00% | 0.00% |
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Belpointe PREP LLC institutional Ownership - FAQ's
During the previous two years, 58 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: 246,631
Precision Wealth Strategies, LLC: 240,689
Belpointe Asset Management LLC: 226,458
ADVISOR GROUP HOLDINGS, INC.: 94,077
United Asset Strategies, Inc.: 89,354
Lido Advisors, LLC: 63,823
35.34% of Belpointe PREP LLC stock is owned by institutional investors.
Institutional investors have bought a total of 1.44 M shares in the last 24 months. This purchase volume represents approximately $74.43 M in transactions.