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Belpointe PREP, LLC
$45.99 +0.35 (+0.76%) At close · Jul 15
Market Cap
$183.87M
Shares
3,998,104

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

The Jun 30, 2026 filing window is still open — showing the latest known positions. Funds that have not filed yet carry their prior-quarter positions; a fund that filed without this stock counts as sold out.
Holders: 44
Total Value: $67,895,399
Total Shares: 1,329,812

Institutional Ownership Trend

19 quarters

Holder Concentration

Across 45 13F filers
Top Holder
18.4%
Jun 2023 → Mar 2026 · range 18.4% – 23.0%
of institutional value
Top 5
66.9%
Jun 2023 → Mar 2026 · range 66.1% – 75.5%
of institutional value
Top 10
79.8%
Jun 2023 → Mar 2026 · range 79.8% – 87.8%
of institutional value
HHI
1,100
Jun 2023 → Mar 2026 · range 1,083 – 1,472
Broadly held
Showing 44 of 44
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
Small Precision Wealth Strategies, LLC $12,804,654 18.86% 240,689
Mid Belpointe Asset Management LLC $12,047,565 17.74% 226,458
Mid Empirical Financial Services, LLC d.b.a. Empirical Wealth Management $10,915,659 16.08% 241,017
Large OSAIC HOLDINGS, INC. $5,004,896 7.37% 94,077
Mid United Asset Strategies, Inc. $4,018,219 5.92% 88,722
Large Lido Advisors, LLC $3,395,383 5.00% 63,823
Small Brookwood Investment Group LLC $2,014,737 2.97% 37,871
Small Mason & Associates Inc $1,348,088 1.99% 25,340
Small WEALTH ALLIANCE, LLC $1,222,482 1.80% 22,979
Mid Robertson Stephens Wealth Management, LLC $1,127,999 1.66% 21,203
Small SHEETS SMITH WEALTH MANAGEMENT $986,552 1.45% 21,783
Large Rockefeller Capital Management L.P. $976,752 1.44% 18,360
Large Cetera Investment Advisers $975,156 1.44% 18,330
Large Mariner, LLC $930,414 1.37% 17,489
Mega LPL Financial LLC $875,299 1.29% 16,453
Micro Navis Wealth Advisors, LLC $863,223 1.27% 16,226
Mid U.S. Capital Wealth Advisors, LLC $845,348 1.25% 15,890
Small Keystone Wealth Services, LLC $827,685 1.22% 15,558
Micro B.O.S.S. Retirement Advisors, LLC Pension $803,107 1.18% 15,096
Large Cambridge Investment Research Advisors, Inc. $695,856 1.02% 13,080
Large Kestra Advisory Services, LLC $560,674 0.83% 10,539
Mid Foundations Investment Advisors, LLC Endowment $426,344 0.63% 8,014
Mid Mutual Advisors, LLC $399,000 0.59% 7,500
Micro LANE BROTHERS & CO INC $329,148 0.48% 6,187
Small Walser Wealth Management Company, A Ltd Liability Co $321,966 0.47% 6,052
Large BROWN ADVISORY INC $298,505 0.44% 5,611
Mid KINGSWOOD WEALTH ADVISORS, LLC $283,928 0.42% 5,337
Mid NewEdge Wealth, LLC $280,949 0.41% 5,281
Small Outlook Wealth Advisors, LLC $265,787 0.39% 4,996
Micro SMART Wealth LLC $262,648 0.39% 4,937
Small C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors $259,030 0.38% 4,869
Mid Texas Yale Capital Corp. $223,440 0.33% 4,200
Mid MONETA GROUP INVESTMENT ADVISORS LLC $209,342 0.31% 3,935
Small Accurate Wealth Management, LLC $206,386 0.30% 4,557
Mid XTX Topco Ltd $205,298 0.30% 3,859
Mega UBS Group AG $181,889 0.27% 3,419
Mega MORGAN STANLEY $170,878 0.25% 3,212
Micro Abound Wealth Management $165,082 0.24% 3,645
Micro Hamrick Investment Counsel, llc $67,564 0.10% 1,270
Micro REAP Financial Group, LLC $51,604 0.08% 970
Mid EASTERN BANK Bank $26,382 0.04% 593
Micro OBSIDIAN CIO, LLC $19,843 0.03% 373
Large JONES FINANCIAL COMPANIES LLLP $372 0.00% 7
Mega ROYAL BANK OF CANADA Bank $266 0.00% 5
Key facts CIK 1807046 CUSIP 080694102 13F (30d) 6 filings 6 filers Visit website

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