Q2 2025 13F Holders as of 30 Jun 2025
-
Type / Class
-
Equity / Class A Units
-
Shares outstanding
-
3.65M
-
Number of holders
-
43
-
Total 13F shares, excl. options
-
1.38M
-
Shares change
-
+32.8K
-
Total reported value, excl. options
-
$88.2M
-
Value change
-
+$2.1M
-
Number of buys
-
8
-
Number of sells
-
-15
-
Price
-
$64.01
Significant Holders of Belpointe PREP, LLC - Class A Units (OZ) as of Q2 2025
47 filings reported holding OZ - Belpointe PREP, LLC - Class A Units as of Q2 2025.
Belpointe PREP, LLC - Class A Units (OZ) has 43 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1.38M shares
of 3.65M outstanding shares and own 37.79% of the company stock.
Largest 10 shareholders include Belpointe Asset Management LLC (307K shares), Empirical Financial Services, LLC d.b.a. Empirical Wealth Management (251K shares), Precision Wealth Strategies, LLC (244K shares), United Asset Strategies, Inc. (85.8K shares), Fountainhead AM, LLC (62.6K shares), OSAIC HOLDINGS, INC. (56.3K shares), CW Advisors, LLC (43.9K shares), WEALTH ALLIANCE, LLC (28.5K shares), Brookwood Investment Group LLC (25.8K shares), and Mariner, LLC (24.1K shares).
This table shows the top 43 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.