Q2 2024 13F Holders as of 30 Jun 2024
-
Type / Class
-
Equity / Class A Units
-
Shares outstanding
-
3.65M
-
Number of holders
-
33
-
Total 13F shares, excl. options
-
1.24M
-
Shares change
-
+29.8K
-
Total reported value, excl. options
-
$72.2M
-
Value change
-
+$1.53M
-
Number of buys
-
12
-
Number of sells
-
-14
-
Price
-
$57.90
Significant Holders of Belpointe PREP, LLC - Class A Units (OZ) as of Q2 2024
38 filings reported holding OZ - Belpointe PREP, LLC - Class A Units as of Q2 2024.
Belpointe PREP, LLC - Class A Units (OZ) has 33 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1.24M shares
of 3.65M outstanding shares and own 34.05% of the company stock.
Largest 10 shareholders include Belpointe Asset Management LLC (285K shares), Empirical Financial Services, LLC d.b.a. Empirical Wealth Management (262K shares), Precision Wealth Strategies, LLC (238K shares), United Asset Strategies, Inc. (88.5K shares), OSAIC HOLDINGS, INC. (55K shares), Fountainhead AM, LLC (41.9K shares), Wealth Alliance (28.5K shares), Atomi Financial Group, Inc. (26.7K shares), Mariner, LLC (25.1K shares), and REAP Financial Group, LLC (19.9K shares).
This table shows the top 33 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.