Q4 2021 13F Holders as of 31 Dec 2021
-
Type / Class
-
Equity / Class A Units
-
Shares outstanding
-
3.65M
-
Number of holders
-
25
-
Total 13F shares, excl. options
-
883K
-
Shares change
-
+870K
-
Total reported value, excl. options
-
$88.4M
-
Value change
-
+$87M
-
Number of buys
-
24
-
Price
-
$100.06
Significant Holders of Belpointe PREP, LLC - Class A Units (OZ) as of Q4 2021
25 filings reported holding OZ - Belpointe PREP, LLC - Class A Units as of Q4 2021.
Belpointe PREP, LLC - Class A Units (OZ) has 25 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 883K shares
of 3.65M outstanding shares and own 24.22% of the company stock.
Largest 10 shareholders include Empirical Financial Services, LLC d.b.a. Empirical Wealth Management (226K shares), Belpointe Asset Management LLC (112K shares), AE Wealth Management LLC (105K shares), United Asset Strategies, Inc. (94K shares), Precision Wealth Strategies, LLC (78.1K shares), LINCOLN NATIONAL CORP (55K shares), Bank of New York Mellon Corp (28.9K shares), Wealth Alliance (28.5K shares), RENAISSANCE TECHNOLOGIES LLC (28.3K shares), and Ratio Wealth Group (20.4K shares).
This table shows the top 25 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| 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.