Q4 2022 13F Holders as of 31 Dec 2022
-
Type / Class
-
Equity / Class A Units
-
Shares outstanding
-
3,646,358
-
Total 13F shares
-
1,443,170
-
Share change
-
+21,260
-
Total reported value
-
$144,315,002
-
Price per share
-
$100.00
-
Number of holders
-
46
-
Value change
-
+$2,296,071
-
Number of buys
-
17
-
Number of sells
-
9
Institutional Holders of Belpointe PREP, LLC - Class A Units (OZ) as of Q4 2022
As of 31 Dec 2022 Belpointe PREP, LLC - Class A Units (OZ) had 46 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 1,443,170 shares of stock of the company.
Largest 10 holders included Empirical Financial Services, LLC d.b.a. Empirical Wealth Management, Precision Wealth Strategies, LLC, Belpointe Asset Management LLC, AE Wealth Management LLC, Bank of New York Mellon Corp, United Asset Strategies, Inc., LINCOLN NATIONAL CORP, Ratio Wealth Group, Fountainhead AM, LLC, and B.O.S.S. Retirement Advisors, LLC.
This table shows 47 institutional shareholders of the security as of 31 Dec 2022.
| 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.