Belpointe PREP, LLC - Class A Units (OZ)

42 filings reported holding OZ - Belpointe PREP, LLC - Class A Units as of Q3 2024.
Belpointe PREP, LLC - Class A Units (OZ) has 40 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC). These institutions hold a total of 1.34M shares of 3.65M outstanding shares and own 36.75% of the company stock.
Largest 10 shareholders include Belpointe Asset Management LLC (298K shares), Empirical Financial Services, LLC d.b.a. Empirical Wealth Management (262K shares), Precision Wealth Strategies, LLC (236K shares), United Asset Strategies, Inc. (88.5K shares), OSAIC HOLDINGS, INC. (55K shares), Fountainhead AM, LLC (46.2K shares), Congress Wealth Management LLC / DE / (43.2K shares), Atomi Financial Group, Inc. (30.8K shares), Wealth Alliance (28.5K shares), and Mariner, LLC (25.1K shares).
This table shows the top 40 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.