Q1 2022 13F Holders as of 31 Mar 2022
-
Type / Class
-
Equity / Class A Units
-
Shares outstanding
-
3,646,358
-
Total 13F shares
-
971,350
-
Share change
-
+88,223
-
Total reported value
-
$97,038,142
-
Price per share
-
$99.90
-
Number of holders
-
25
-
Value change
-
+$8,779,369
-
Number of buys
-
11
-
Number of sells
-
7
Institutional Holders of Belpointe PREP, LLC - Class A Units (OZ) as of Q1 2022
As of 31 Mar 2022,
Belpointe PREP, LLC - Class A Units (OZ) was held by
25 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
971,350 shares.
The largest 10 holders included
Precision Wealth Strategies, LLC, Empirical Financial Services, LLC d.b.a. Empirical Wealth Management, Belpointe Asset Management LLC, Bank of New York Mellon Corp, LINCOLN NATIONAL CORP, Wealth Alliance, Ratio Wealth Group, Lloyd Advisory Services, LLC., Mariner, LLC, and Keystone Wealth Services, LLC.
This page lists
25
institutional shareholders reporting positions in this security
for the Q1 2022 filing period.
| 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.