Q1 2023 13F Holders as of 31 Mar 2023
-
Type / Class
-
Equity / Class A Units
-
Shares outstanding
-
3,646,358
-
Total 13F shares
-
1,367,964
-
Share change
-
-26,765
-
Total reported value
-
$128,367,494
-
Price per share
-
$93.80
-
Number of holders
-
42
-
Value change
-
-$2,682,499
-
Number of buys
-
7
-
Number of sells
-
14
Institutional Holders of Belpointe PREP, LLC - Class A Units (OZ) as of Q1 2023
As of 31 Mar 2023,
Belpointe PREP, LLC - Class A Units (OZ) was held by
42 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
1,367,964 shares.
The largest 10 holders included
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management, Precision Wealth Strategies, LLC, Belpointe Asset Management LLC, Bank of New York Mellon Corp, AE Wealth Management LLC, United Asset Strategies, Inc., LINCOLN NATIONAL CORP, Wealth Alliance, Fountainhead AM, LLC, and B.O.S.S. Retirement Advisors, LLC.
This page lists
42
institutional shareholders reporting positions in this security
for the Q1 2023 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.