Belpointe PREP, LLC Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BELPOINTE ASSET MANAGEMENT LLC | 02/13/2025 | 298,385 | $19.25 M | 0.00% | 8.20% |
| EMPIRICAL FINANCIAL SERVICES, LLC D.B.A. EMPIRICAL WEALTH MANAGEMENT | 01/22/2025 | 256,339 | $19.84 M | -2.24% | 7.04% |
| PRECISION WEALTH STRATEGIES, LLC | 01/24/2025 | 235,796 | $18.25 M | -0.29% | 6.48% |
| UNITED ASSET STRATEGIES, INC. | 01/22/2025 | 86,933 | $6.73 M | -1.81% | 2.39% |
| ADVISOR GROUP HOLDINGS, INC. | 02/07/2025 | 55,000 | $4.26 M | 0.00% | 1.51% |
| FOUNTAINHEAD AM, LLC | 02/11/2025 | 51,802 | $4.01 M | 12.10% | 1.42% |
| CONGRESS WEALTH MANAGEMENT LLC / DE / | 02/11/2025 | 43,940 | $3.40 M | 1.66% | 1.21% |
| WEALTH ALLIANCE | 02/03/2025 | 28,474 | $2.20 M | 0.00% | 0.78% |
| MARINER, LLC | 02/13/2025 | 27,775 | $2.15 M | 10.53% | 0.76% |
| ROBERTSON STEPHENS WEALTH MANAGEMENT, LLC | 01/27/2025 | 21,424 | $1.66 M | 0.00% | 0.59% |
| LLOYD ADVISORY SERVICES, LLC. | 02/03/2025 | 17,158 | $1.33 M | 0.00% | 0.47% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 02/13/2025 | 16,785 | $1.30 M | 0.00% | 0.46% |
| LAIDLAW WEALTH MANAGEMENT LLC | 02/03/2025 | 15,890 | $1.23 M | 0.00% | 0.44% |
| U.S. CAPITAL WEALTH ADVISORS, LLC | 01/24/2025 | 15,890 | $1.23 M | 100.00% | 0.44% |
| KEYSTONE WEALTH SERVICES, LLC | 02/06/2025 | 15,558 | $1.20 M | 0.00% | 0.43% |
| 02/25/2025 | 15,425 | $1.19 M | 100.00% | 0.42% | |
| 02/27/2025 | 15,425 | $1.19 M | -7.69% | 0.42% | |
| B.O.S.S. RETIREMENT ADVISORS, LLC | 01/21/2025 | 15,212 | $1.18 M | 100.00% | 0.42% |
| HILLTOP HOLDINGS INC. | 02/14/2025 | 11,500 | $890,100 | 100.00% | 0.32% |
| KINGSWOOD WEALTH ADVISORS, LLC | 01/22/2025 | 11,382 | $880,966 | 100.00% | 0.31% |
| STONEX GROUP INC. | 02/12/2025 | 10,341 | $800,000 | 100.00% | 0.28% |
| MASON & ASSOCIATES INC | 01/14/2025 | 7,600 | $588,240 | -21.65% | 0.21% |
| KESTRA ADVISORY SERVICES, LLC | 02/10/2025 | 6,186 | $478,796 | -62.16% | 0.17% |
| 01/28/2025 | 5,960 | $461,304 | 0.00% | 0.16% | |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 01/22/2025 | 5,659 | $438,007 | 23.51% | 0.16% |
| BROWN ADVISORY INC | 02/14/2025 | 5,611 | $434,291 | 100.00% | 0.15% |
| SYNERGY ASSET MANAGEMENT, LLC | 01/23/2025 | 5,225 | $368,362 | 0.00% | 0.14% |
| OUTLOOK WEALTH ADVISORS, LLC | 01/14/2025 | 4,996 | $386,690 | 0.00% | 0.14% |
| UBS GROUP AG | 02/14/2025 | 4,950 | $383,130 | 0.00% | 0.14% |
| C2P CAPITAL ADVISORY GROUP, LLC D.B.A. PROSPERITY CAPITAL ADVISORS | 01/31/2025 | 4,913 | $380,266 | 0.00% | 0.14% |
| CETERA INVESTMENT ADVISERS | 02/14/2025 | 4,700 | $363,780 | 0.00% | 0.13% |
| TEXAS YALE CAPITAL CORP. | 02/13/2025 | 4,200 | $325,080 | 0.00% | 0.12% |
| FULTON BANK, N.A. | 01/08/2025 | 4,060 | $314,244 | 0.00% | 0.11% |
| MONETA GROUP INVESTMENT ADVISORS LLC | 02/11/2025 | 3,935 | $304,569 | 0.00% | 0.11% |
| COPPELL ADVISORY SOLUTIONS LLC | 02/14/2025 | 3,584 | $272,384 | -0.14% | 0.10% |
| RAYMOND JAMES FINANCIAL INC | 02/13/2025 | 3,582 | $277,247 | 100.00% | 0.10% |
| LOKKEN INVESTMENT GROUP LLC | 02/12/2025 | 3,574 | $276,628 | 0.00% | 0.10% |
| INTEGRATED ADVISORS NETWORK LLC | 02/25/2025 | 3,350 | $259,290 | 0.00% | 0.09% |
| AE WEALTH MANAGEMENT LLC | 02/13/2025 | 3,280 | $253,872 | 0.00% | 0.09% |
| MERIT FINANCIAL GROUP, LLC | 01/15/2025 | 3,150 | $243,810 | 0.00% | 0.09% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 02/14/2025 | 2,739 | $212,000 | 100.00% | 0.08% |
| RIDGEWOOD INVESTMENTS LLC | 01/10/2025 | 1,500 | $116,100 | 0.00% | 0.04% |
| EASTERN BANK | 01/13/2025 | 593 | $45,898 | 0.00% | 0.02% |
| ATOMI FINANCIAL GROUP, INC. | 01/17/2025 | 0 | $0 | -100.00% | 0.00% |
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Belpointe PREP, LLC institutional Ownership - FAQ's
During the previous two years, 50 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: 256,339
Precision Wealth Strategies, LLC: 235,796
United Asset Strategies, Inc.: 86,933
ADVISOR GROUP HOLDINGS, INC.: 55,000
Fountainhead AM, LLC: 51,802
37.98% 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 $95.56 M in transactions.