Q2 2025 13F Holders as of 30 Jun 2025
-
Type / Class
-
Equity / Class A Units
-
Shares outstanding
-
3,646,358
-
Total 13F shares
-
1,377,852
-
Share change
-
+32,761
-
Total reported value
-
$88,236,139
-
Price per share
-
$64.01
-
Number of holders
-
43
-
Value change
-
+$2,098,286
-
Number of buys
-
8
-
Number of sells
-
15
Institutional Holders of Belpointe PREP, LLC - Class A Units (OZ) as of Q2 2025
As of 30 Jun 2025 Belpointe PREP, LLC - Class A Units (OZ) had 43 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 1,377,852 shares of stock of the company.
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., Fountainhead AM, LLC, OSAIC HOLDINGS, INC., CW Advisors, LLC, WEALTH ALLIANCE, LLC, Brookwood Investment Group LLC, and Mariner, LLC.
This table shows 43 institutional shareholders of the security as of 30 Jun 2025.
| 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.