Q4 2025 13F Holders as of 31 Dec 2025
-
Type / Class
-
Equity / Class A Units
-
Shares outstanding
-
3,528,890
-
Total 13F shares
-
977,126
-
Share change
-
-69,161
-
Total reported value
-
$63,542,911
-
Price per share
-
$65.03
-
Number of holders
-
20
-
Value change
-
-$4,497,540
-
Number of buys
-
2
-
Number of sells
-
8
Institutional Holders of Belpointe PREP, LLC - Class A Units (OZ) as of Q4 2025
As of 31 Dec 2025,
Belpointe PREP, LLC - Class A Units (OZ) was held by
20 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
977,126 shares.
The largest 10 holders included
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management, Precision Wealth Strategies, LLC, Belpointe Asset Management LLC, United Asset Strategies, Inc., Brookwood Investment Group LLC, Mason & Associates Inc, Robertson Stephens Wealth Management, LLC, U.S. Capital Wealth Advisors, LLC, Keystone Wealth Services, LLC, and B.O.S.S. Retirement Advisors, LLC.
This page lists
20
institutional shareholders reporting positions in this security
for the Q4 2025 filing period.
| 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.