Q4 2021 13F Holders as of 31 Dec 2021
-
Type / Class
-
Equity / Class A Units
-
Shares outstanding
-
3,646,358
-
Total 13F shares
-
883,127
-
Share change
-
+869,855
-
Total reported value
-
$88,367,429
-
Price per share
-
$100.06
-
Number of holders
-
25
-
Value change
-
+$87,039,422
-
Number of buys
-
24
Institutional Holders of Belpointe PREP, LLC - Class A Units (OZ) as of Q4 2021
As of 31 Dec 2021,
Belpointe PREP, LLC - Class A Units (OZ) was held by
25 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
883,127 shares.
The largest 10 holders included
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management, Belpointe Asset Management LLC, AE Wealth Management LLC, United Asset Strategies, Inc., Precision Wealth Strategies, LLC, LINCOLN NATIONAL CORP, Bank of New York Mellon Corp, Wealth Alliance, RENAISSANCE TECHNOLOGIES LLC, and Ratio Wealth Group.
This page lists
25
institutional shareholders reporting positions in this security
for the Q4 2021 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.