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 | 07/15/2026 | 241.02 K | $10.92 M | -2.28% | 6.36% |
| PRECISION WEALTH STRATEGIES, LLC | 08/10/2026 | 235.00 K | $10.64 M | -2.36% | 6.20% |
| BELPOINTE ASSET MANAGEMENT LLC | 07/31/2026 | 217.60 K | $9.86 M | -3.91% | 5.74% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 94.08 K | $4.26 M | 0.00% | 2.48% |
| UNITED ASSET STRATEGIES, INC. | 07/13/2026 | 88.72 K | $4.02 M | -0.71% | 2.34% |
| BROOKWOOD INVESTMENT GROUP LLC | 07/23/2026 | 36.00 K | $1.63 M | -4.95% | 0.95% |
| LPL FINANCIAL LLC | 08/07/2026 | 25.52 K | $1.16 M | 55.09% | 0.67% |
| MASON & ASSOCIATES INC | 07/23/2026 | 24.64 K | $1.12 M | -2.76% | 0.65% |
| WEALTH ALLIANCE | 08/11/2026 | 22.98 K | $1.04 M | 0.00% | 0.61% |
| LIDO ADVISORS, LLC | 08/07/2026 | 22.91 K | $1.04 M | -64.10% | 0.60% |
| SHEETS SMITH WEALTH MANAGEMENT | 07/13/2026 | 21.78 K | $986.55 K | 0.00% | 0.57% |
| ROBERTSON STEPHENS WEALTH MANAGEMENT, LLC | 07/29/2026 | 21.20 K | $960.28 K | 0.00% | 0.56% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 08/13/2026 | 18.36 K | $831.52 K | 0.00% | 0.48% |
| NAVIS WEALTH ADVISORS, LLC | 08/14/2026 | 16.23 K | $734.88 K | 0.00% | 0.43% |
| SRS CAPITAL ADVISORS, INC. | 08/10/2026 | 15.89 K | $719.66 K | 100.00% | 0.42% |
| KEYSTONE WEALTH SERVICES, LLC | 08/05/2026 | 15.56 K | $704.62 K | 0.00% | 0.41% |
| B.O.S.S. RETIREMENT ADVISORS, LLC | 07/20/2026 | 14.96 K | $677.49 K | -0.91% | 0.39% |
| CETERA INVESTMENT ADVISERS | 08/12/2026 | 14.86 K | $672.83 K | -18.95% | 0.39% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 07/30/2026 | 13.08 K | $592.00 K | 0.00% | 0.34% |
| MARINER, LLC | 08/13/2026 | 11.97 K | $542.26 K | -31.54% | 0.32% |
| HOPWOOD NICHOLAS HUNTER | 08/14/2026 | 7.68 K | $347.74 K | 0.00% | 0.20% |
| MUTUAL ADVISORS, LLC | 08/14/2026 | 7.50 K | $339.68 K | 0.00% | 0.20% |
| TOUNJIAN ADVISORY PARTNERS, LLC | 08/07/2026 | 6.27 K | $284.10 K | 100.00% | 0.17% |
| LANE BROTHERS & CO INC | 08/05/2026 | 6.19 K | $280.21 K | 0.00% | 0.16% |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 08/14/2026 | 6.05 K | $274.10 K | -24.48% | 0.16% |
| WALSER WEALTH MANAGEMENT COMPANY, A LTD LIABILITY CO | 07/24/2026 | 6.05 K | $274.10 K | 0.00% | 0.16% |
| BROWN ADVISORY INC | 08/14/2026 | 5.61 K | $254.12 K | 0.00% | 0.15% |
| KINGSWOOD WEALTH ADVISORS, LLC | 07/27/2026 | 5.34 K | $241.71 K | 0.00% | 0.14% |
| NEWEDGE WEALTH, LLC | 08/10/2026 | 5.28 K | $239.18 K | 0.00% | 0.14% |
| OUTLOOK WEALTH ADVISORS, LLC | 08/03/2026 | 5.00 K | $226.27 K | 0.00% | 0.13% |
| SMART WEALTH LLC | 08/06/2026 | 4.94 K | $223.60 K | 0.00% | 0.13% |
| C2P CAPITAL ADVISORY GROUP, LLC D.B.A. PROSPERITY CAPITAL ADVISORS | 07/20/2026 | 4.87 K | $220.52 K | 0.00% | 0.13% |
| ACCURATE WEALTH MANAGEMENT, LLC | 07/15/2026 | 4.56 K | $205.98 K | -0.02% | 0.12% |
| UBS GROUP AG | 08/13/2026 | 4.01 K | $181.70 K | 17.34% | 0.11% |
| CENTRAL TRUST CO | 07/31/2026 | 3.90 K | $176.59 K | 100.00% | 0.10% |
| ABOUND WEALTH MANAGEMENT | 07/10/2026 | 3.65 K | $165.08 K | 0.00% | 0.10% |
| MORGAN STANLEY | 08/13/2026 | 3.21 K | $145.47 K | 0.00% | 0.08% |
| MERCER GLOBAL ADVISORS INC /ADV | 08/11/2026 | 1.26 K | $57.07 K | 100.00% | 0.03% |
| REAP FINANCIAL GROUP, LLC | 08/04/2026 | 970 | $43.93 K | 0.00% | 0.03% |
| BNP PARIBAS ARBITRAGE, SNC | 08/13/2026 | 600 | $27.17 K | 100.00% | 0.02% |
| EASTERN BANK | 07/01/2026 | 593 | $26.86 K | 0.00% | 0.02% |
| FOUNTAINHEAD AM, LLC | 08/03/2026 | 292 | $13.23 K | -21.72% | 0.01% |
| JONES FINANCIAL COMPANIES LLLP | 08/14/2026 | 10 | $451 | 42.86% | 0.00% |
| FULTON BANK, N.A. | 07/09/2026 | 0 | $0 | -100.00% | 0.00% |
| MONETA GROUP INVESTMENT ADVISORS LLC | 08/14/2026 | 0 | $0 | -100.00% | 0.00% |
| TEXAS YALE CAPITAL CORP. | 08/12/2026 | 0 | $0 | -100.00% | 0.00% |
| XTX TOPCO LTD | 08/14/2026 | 0 | $0 | -100.00% | 0.00% |
| KESTRA ADVISORY SERVICES, LLC | 07/28/2026 | 0 | $0 | -100.00% | 0.00% |
| HAMRICK INVESTMENT COUNSEL, LLC | 08/13/2026 | 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: 241,017
Precision Wealth Strategies, LLC: 235,002
Belpointe Asset Management LLC: 217,600
ADVISOR GROUP HOLDINGS, INC.: 94,077
United Asset Strategies, Inc.: 88,722
Brookwood Investment Group LLC: 35,995
33.39% of Belpointe PREP LLC stock is owned by institutional investors.
Institutional investors have bought a total of 1.39 M shares in the last 24 months. This purchase volume represents approximately $72.12 M in transactions.