Q3 2023 13F Holders as of 30 Sep 2023
-
Type / Class
-
Equity / Class A Units
-
Shares outstanding
-
3,646,358
-
Total 13F shares
-
1,186,350
-
Share change
-
-199,281
-
Total reported value
-
$101,700,686
-
Price per share
-
$85.70
-
Number of holders
-
38
-
Value change
-
-$17,084,028
-
Number of buys
-
10
-
Number of sells
-
9
Institutional Holders of Belpointe PREP, LLC - Class A Units (OZ) as of Q3 2023
As of 30 Sep 2023,
Belpointe PREP, LLC - Class A Units (OZ) was held by
38 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
1,186,350 shares.
The largest 10 holders included
Precision Wealth Strategies, LLC, Belpointe Asset Management LLC, Empirical Financial Services, LLC d.b.a. Empirical Wealth Management, Bank of New York Mellon Corp, United Asset Strategies, Inc., AE Wealth Management LLC, LINCOLN NATIONAL CORP, Ratio Wealth Group, Wealth Alliance, and B.O.S.S. Retirement Advisors, LLC.
This page lists
39
institutional shareholders reporting positions in this security
for the Q3 2023 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.