Q1 2023 13F Holders as of 31 Mar 2023
-
Type / Class
-
Equity / Class A Units
-
Shares outstanding
-
3.65M
-
Number of holders
-
42
-
Total 13F shares, excl. options
-
1.37M
-
Shares change
-
-26.8K
-
Total reported value, excl. options
-
$128M
-
Value change
-
-$2.68M
-
Number of buys
-
7
-
Number of sells
-
-14
-
Price
-
$93.80
Significant Holders of Belpointe PREP, LLC - Class A Units (OZ) as of Q1 2023
49 filings reported holding OZ - Belpointe PREP, LLC - Class A Units as of Q1 2023.
Belpointe PREP, LLC - Class A Units (OZ) has 42 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1.37M shares
of 3.65M outstanding shares and own 37.52% of the company stock.
Largest 10 shareholders include Empirical Financial Services, LLC d.b.a. Empirical Wealth Management (282K shares), Precision Wealth Strategies, LLC (242K shares), Belpointe Asset Management LLC (222K shares), Bank of New York Mellon Corp (107K shares), AE Wealth Management LLC (105K shares), United Asset Strategies, Inc. (95.3K shares), LINCOLN NATIONAL CORP (55K shares), Wealth Alliance (28.5K shares), Fountainhead AM, LLC (24.4K shares), and B.O.S.S. Retirement Advisors, LLC (24.1K shares).
This table shows the top 42 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.