Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / Class A Units
-
Shares outstanding
-
3,646,358
-
Total 13F shares
-
51,614
-
Share change
-
+2,025
-
Total reported value
-
$3,987,182
-
Price per share
-
$77.25
-
Number of holders
-
2
-
Value change
-
+$156,431
-
Number of buys
-
1
Institutional Holders of Belpointe PREP, LLC - Class A Units (OZ) as of Q4 2023
As of 31 Dec 2023,
Belpointe PREP, LLC - Class A Units (OZ) was held by
2 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
51,614 shares.
The largest 10 holders included
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management, Precision Wealth Strategies, LLC, Belpointe Asset Management LLC, United Asset Strategies, Inc., AE Wealth Management LLC, LINCOLN NATIONAL CORP, REAP Financial Group, LLC, Ratio Wealth Group, Wealth Alliance, and Fountainhead AM, LLC.
This page lists
42
institutional shareholders reporting positions in this security
for the Q4 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.