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) had 25 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 883,127 shares of stock of the company.
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 table shows 25 institutional shareholders of the security as of 31 Dec 2021.
| 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.