Belpointe PREP, LLC Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BELPOINTE ASSET MANAGEMENT LLC | 11/03/2025 | 306.37 K | $19.61 M | -0.28% | 8.29% |
| EMPIRICAL FINANCIAL SERVICES, LLC D.B.A. EMPIRICAL WEALTH MANAGEMENT | 11/10/2025 | 248.78 K | $15.92 M | -0.99% | 6.73% |
| PRECISION WEALTH STRATEGIES, LLC | 10/16/2025 | 246.96 K | $15.81 M | 1.24% | 6.68% |
| UNITED ASSET STRATEGIES, INC. | 10/23/2025 | 85.42 K | $5.47 M | -0.46% | 2.31% |
| FOUNTAINHEAD AM, LLC | 10/21/2025 | 62.37 K | $3.99 M | -0.32% | 1.69% |
| ADVISOR GROUP HOLDINGS, INC. | 11/14/2025 | 56.35 K | $3.61 M | 0.00% | 1.52% |
| HILLTOP HOLDINGS INC. | 11/14/2025 | 30.70 K | $1.96 M | 100.00% | 0.83% |
| BROOKWOOD INVESTMENT GROUP LLC | 10/21/2025 | 29.88 K | $1.91 M | 15.97% | 0.81% |
| WEALTH ALLIANCE | 11/07/2025 | 28.47 K | $1.82 M | 0.00% | 0.77% |
| MARINER, LLC | 11/14/2025 | 21.88 K | $1.40 M | -9.36% | 0.59% |
| ROBERTSON STEPHENS WEALTH MANAGEMENT, LLC | 11/12/2025 | 21.42 K | $1.37 M | 0.00% | 0.58% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 11/14/2025 | 18.36 K | $1.18 M | 9.38% | 0.50% |
| LPL FINANCIAL LLC | 11/12/2025 | 16.48 K | $1.05 M | 0.00% | 0.45% |
| U.S. CAPITAL WEALTH ADVISORS, LLC | 10/09/2025 | 15.89 K | $1.02 M | 0.00% | 0.43% |
| KEYSTONE WEALTH SERVICES, LLC | 10/22/2025 | 15.56 K | $995.71 K | 0.00% | 0.42% |
| B.O.S.S. RETIREMENT ADVISORS, LLC | 11/05/2025 | 15.14 K | $969.02 K | -0.15% | 0.41% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 11/12/2025 | 13.08 K | $837.00 K | 0.00% | 0.35% |
| KESTRA ADVISORY SERVICES, LLC | 11/14/2025 | 10.54 K | $674.50 K | 7.44% | 0.29% |
| MASON & ASSOCIATES INC | 11/07/2025 | 7.60 K | $486.40 K | 0.00% | 0.21% |
| MUTUAL ADVISORS, LLC | 11/04/2025 | 7.50 K | $473.25 K | 0.00% | 0.20% |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 11/03/2025 | 6.90 K | $441.41 K | -14.79% | 0.19% |
| SMART WEALTH LLC | 11/07/2025 | 5.96 K | $381.18 K | -0.03% | 0.16% |
| CITADEL ADVISORS LLC | 11/14/2025 | 5.81 K | $371.71 K | 100.00% | 0.16% |
| BROWN ADVISORY INC | 11/14/2025 | 5.61 K | $359.10 K | 0.00% | 0.15% |
| KINGSWOOD WEALTH ADVISORS, LLC | 10/23/2025 | 5.34 K | $341.57 K | 0.00% | 0.14% |
| OUTLOOK WEALTH ADVISORS, LLC | 10/30/2025 | 5.00 K | $319.74 K | 0.00% | 0.14% |
| UBS GROUP AG | 11/13/2025 | 4.95 K | $316.80 K | -72.10% | 0.13% |
| C2P CAPITAL ADVISORY GROUP, LLC D.B.A. PROSPERITY CAPITAL ADVISORS | 10/21/2025 | 4.87 K | $311.62 K | -0.77% | 0.13% |
| CETERA INVESTMENT ADVISERS | 11/14/2025 | 4.70 K | $300.80 K | 0.00% | 0.13% |
| REAP FINANCIAL GROUP, LLC | 11/06/2025 | 4.53 K | $290.18 K | 0.00% | 0.12% |
| TEXAS YALE CAPITAL CORP. | 11/07/2025 | 4.20 K | $268.80 K | 0.00% | 0.11% |
| FULTON BANK, N.A. | 10/21/2025 | 4.06 K | $259.84 K | 0.00% | 0.11% |
| MONETA GROUP INVESTMENT ADVISORS LLC | 11/14/2025 | 3.94 K | $251.84 K | 1.65% | 0.11% |
| COMMONWEALTH EQUITY SERVICES, LLC | 10/22/2025 | 3.90 K | $250.00 K | 100.00% | 0.11% |
| ABOUND WEALTH MANAGEMENT | 10/10/2025 | 3.65 K | $233.28 K | 0.00% | 0.10% |
| RAYMOND JAMES FINANCIAL INC | 11/14/2025 | 3.58 K | $229.25 K | 0.00% | 0.10% |
| LOKKEN INVESTMENT GROUP LLC | 11/05/2025 | 3.57 K | $228.74 K | 0.00% | 0.10% |
| COPPELL ADVISORY SOLUTIONS LLC | 11/14/2025 | 3.56 K | $227.78 K | 0.00% | 0.10% |
| INTEGRATED ADVISORS NETWORK LLC | 11/12/2025 | 3.35 K | $214.40 K | 0.00% | 0.09% |
| AE WEALTH MANAGEMENT LLC | 11/03/2025 | 3.28 K | $209.92 K | 100.00% | 0.09% |
| MORGAN STANLEY | 11/14/2025 | 3.20 K | $204.48 K | -0.87% | 0.09% |
| BANK OF AMERICA CORP /DE/ | 11/14/2025 | 2.50 K | $160.26 K | -15.35% | 0.07% |
| EASTERN BANK | 10/27/2025 | 593 | $37.95 K | 0.00% | 0.02% |
| RIDGEWOOD INVESTMENTS LLC | 10/30/2025 | 0 | $0 | -100.00% | 0.00% |
| XTX TOPCO LTD | 11/14/2025 | 0 | $0 | -100.00% | 0.00% |
| BISON WEALTH, LLC | 11/12/2025 | 0 | $0 | -100.00% | 0.00% |
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Belpointe PREP, LLC institutional Ownership - FAQ's
During the previous two years, 53 institutional investors and hedge funds held shares of Belpointe PREP, LLC. The most heavily invested institutionals were:
Belpointe Asset Management LLC: 306,367
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management: 248,780
Precision Wealth Strategies, LLC: 246,962
United Asset Strategies, Inc.: 85,419
Fountainhead AM, LLC: 62,366
ADVISOR GROUP HOLDINGS, INC.: 56,347
36.68% of Belpointe PREP, LLC stock is owned by institutional investors.
Institutional investors have bought a total of 1.46 M shares in the last 24 months. This purchase volume represents approximately $94.16 M in transactions.