Q3 2024 13F Holders as of 30 Sep 2024
-
Type / Class
-
Equity / Class A Units
-
Shares outstanding
-
3,646,358
-
Total 13F shares
-
1,339,886
-
Share change
-
+98,126
-
Total reported value
-
$92,483,258
-
Price per share
-
$69.02
-
Number of holders
-
40
-
Value change
-
+$6,918,162
-
Number of buys
-
14
-
Number of sells
-
11
Institutional Holders of Belpointe PREP, LLC - Class A Units (OZ) as of Q3 2024
As of 30 Sep 2024,
Belpointe PREP, LLC - Class A Units (OZ) was held by
40 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
1,339,886 shares.
The largest 10 holders included
Belpointe Asset Management LLC, Empirical Financial Services, LLC d.b.a. Empirical Wealth Management, Precision Wealth Strategies, LLC, United Asset Strategies, Inc., OSAIC HOLDINGS, INC., Fountainhead AM, LLC, Congress Wealth Management LLC / DE /, Atomi Financial Group, Inc., Wealth Alliance, and Mariner, LLC.
This page lists
40
institutional shareholders reporting positions in this security
for the Q3 2024 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.