Belpointe PREP, LLC - Class A Units (OZ)

44 filings reported holding OZ - Belpointe PREP, LLC - Class A Units as of Q1 2024.
Belpointe PREP, LLC - Class A Units (OZ) has 37 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC). These institutions hold a total of 1.25M shares of 3.65M outstanding shares and own 34.26% of the company stock.
Largest 10 shareholders include Belpointe Asset Management LLC (282K shares), Empirical Financial Services, LLC d.b.a. Empirical Wealth Management (271K shares), Precision Wealth Strategies, LLC (241K shares), United Asset Strategies, Inc. (94.3K shares), LINCOLN NATIONAL CORP (55K shares), Fountainhead AM, LLC (40.7K shares), Ratio Wealth Group (36.8K shares), Wealth Alliance (28.5K shares), Mariner, LLC (26K shares), and REAP Financial Group, LLC (21.2K shares).
This table shows the top 37 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.

* 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.