Belpointe PREP, LLC

Institutional Ownership & Holdings Analysis

About
CIK: 0001807046
Type: CompanyHolders: 51Top 10: 79.0%Value: $93.8B

belpointe-prep is a publicly traded company tracked by institutional investors. This page displays information about the institutional ownership of the company's shares, showing which investment funds and asset managers hold positions in the company.

Top Institutional Holders
#1Belpointe Asset Management LLC
As of 2025-03-31
Value:$19.8M
#2Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
As of 2025-03-31
Value:$16.2M
#3Precision Wealth Strategies, LLC
As of 2025-03-31
Value:$15.7M
#4United Asset Strategies, Inc.
As of 2025-03-31
Value:$5.5M
#5OSAIC HOLDINGS, INC.
As of 2024-12-31
Value:$4.3M
#6Fountainhead AM, LLC
As of 2025-03-31
Value:$3.8M
#7Congress Wealth Management LLC / DE /
As of 2025-03-31
Value:$2.8M
#8Brookwood Investment Group LLC
As of 2025-03-31
Value:$2.5M
#9WEALTH ALLIANCE, LLC
As of 2025-03-31
Value:$1.8M
#10Mariner, LLC
As of 2025-03-31
Value:$1.6M
#11Robertson Stephens Wealth Management, LLC
As of 2025-03-31
Value:$1.4M
#12UBS Group AG
As of 2025-03-31
Value:$1.3M
#13Laidlaw Wealth Management LLC
As of 2024-12-31
Value:$1.2M
#14Rockefeller Capital Management L.P.
As of 2025-03-31
Value:$1.1M
#15LPL Financial LLC
As of 2025-03-31
Value:$1.1M
#16U.S. Capital Wealth Advisors, LLC
As of 2025-03-31
Value:$1.0M
#17Keystone Wealth Services, LLC
As of 2025-03-31
Value:$1.0M
#18Hilltop Holdings Inc.
As of 2025-03-31
Value:$999.8K
#19B.O.S.S. Retirement Advisors, LLC
As of 2025-03-31
Value:$978.1K
#20KINGSWOOD WEALTH ADVISORS, LLC
As of 2025-03-31
Value:$808.2K
Total Institutional Holders:51
Top 10 Holders Own:79.0%