OZ

Belpointe PREP, LLC Class A Units
$52.06-0.72 (-1.36%)Real EstateAMEX

Institutional Holders

49

as of Q4 2025

Total Shares Held

2.480812469622192e+198B

Total Value

$1.6132160591425557e+120T

% of Float

Price History

$49.28$56.98$64.68$72.37$80.07Sep 24Jun 25Mar 26

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Empirical Financial Services, LLC d.b.a. Empirical Wealth Management248,081$16.1M0.29%Share
2Precision Wealth Strategies, LLC246,962$16.1M5.20%Share
3Belpointe Asset Management LLC219,217$14.3M0.51%Share
4United Asset Strategies, Inc.89,354$5.8M0.45%Share
5Lido Advisors, LLC64,223$4.0M0.01%Share
6OSAIC HOLDINGS, INC.56,347$3.0M0.00%Share
7Brookwood Investment Group LLC29,835$1.9M0.23%Share
8WEALTH ALLIANCE, LLC28,474$1.9M0.18%Share
9Mason & Associates Inc25,440$1.7M0.31%Share
10Robertson Stephens Wealth Management, LLC21,203$1.4M0.04%Share
11U.S. Capital Wealth Advisors, LLC15,890$1.0M0.03%Share
12Keystone Wealth Services, LLC15,558$1.0M0.21%Share
13LPL Financial LLC16,478$1.0M0.00%Share
14Rockefeller Capital Management L.P.18,360$1.0M0.00%Share
15Cetera Investment Advisers18,330$1.0M0.00%Share
16Mariner, LLC17,489$1.0M0.00%Share
17B.O.S.S. Retirement Advisors, LLC15,096$981K0.31%Share
18Mutual Advisors, LLC7,500$487K0.01%Share
19Coppell Advisory Solutions LLC6,150$401K0.04%Share
20Walser Wealth Management Company, A Ltd Liability Co6,052$393K0.21%Share
21Outlook Wealth Advisors, LLC4,996$324K0.07%Share
22SMART Wealth LLC4,937$321K0.10%Share
23C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors4,869$316K0.02%Share
24REAP Financial Group, LLC4,504$292K0.06%Share
25KINGSWOOD WEALTH ADVISORS, LLC4,278$278K0.01%Share
26UBS Group AG4,248$276K0.00%Share
27Texas Yale Capital Corp.4,200$273K0.01%Share
28FULTON BANK, N.A.4,060$264K0.01%Share
29Abound Wealth Management3,645$237K0.06%Share
30AE Wealth Management LLC2,746$178K0.00%Share
31EASTERN BANK593$38K0.00%Share
32AE Wealth Management LLC534$34K0.00%Share
33BANK OF AMERICA CORP /DE/2$00.00%Share
34FOUNDATIONS INVESTMENT ADVISORS, LLC6,052$00.00%Share
35Cambridge Investment Research Advisors, Inc.13,080$00.00%Share
36MORGAN STANLEY100$00.00%Share
37MORGAN STANLEY292$00.00%Share
38SUSQUEHANNA INTERNATIONAL GROUP, LLP3,386$00.00%Share
39Integrated Advisors Network LLC3,350$00.00%Share
40BANK OF AMERICA CORP /DE/1,502$00.00%Share
41RAYMOND JAMES FINANCIAL INC3,832$00.00%Share
42CITADEL ADVISORS LLC4,302$00.00%Share
43Kestra Advisory Services, LLC10,539$00.00%Share
44MORGAN STANLEY3,112$00.00%Share
45MORGAN STANLEY1,354$00.00%Share
46BROWN ADVISORY INC5,611$00.00%Share
47RENAISSANCE TECHNOLOGIES LLC8,600$00.00%Share
48ROYAL BANK OF CANADA5$00.00%Share
49MONETA GROUP INVESTMENT ADVISORS LLC3,935$00.00%Share