tradingkey.logo
tradingkey.logo
Search

Belpointe PREP LLC

OZ
Add to Watchlist
45.000USD
-0.060-0.13%
Close 07-31 16:00ETQuotes delayed by 15 min
179.91MMarket Cap
LossP/E TTM

Shareholding Stats

Updated: Fri, Apr 17
Updated: Fri, Apr 17
Shareholders
Shareholder Types
Shareholders
Shareholders
Proportion
Empirical Wealth Management
6.33%
Precision Wealth Strategies, LLC
6.18%
Belpointe Asset Management LLC
5.81%
United Asset Strategies, Inc.
2.29%
Lido Advisors, LLC
1.65%
Other
77.74%
Shareholders
Shareholders
Proportion
Empirical Wealth Management
6.33%
Precision Wealth Strategies, LLC
6.18%
Belpointe Asset Management LLC
5.81%
United Asset Strategies, Inc.
2.29%
Lido Advisors, LLC
1.65%
Other
77.74%
Shareholder Types
Shareholders
Proportion
Investment Advisor
25.62%
Investment Advisor/Hedge Fund
9.02%
Hedge Fund
0.33%
Research Firm
0.04%
Other
64.99%

Institutional Shareholding

Updated: Wed, Apr 1
Updated: Wed, Apr 1
Reporting Period
No. of institutions
Shares Held
Proportion
Change
2026Q1
71
1.36M
35.01%
-125.11K
2025Q4
67
1.37M
36.09%
-193.47K
2025Q3
71
1.43M
37.65%
-203.85K
2025Q2
73
1.39M
36.61%
-289.90K
2025Q1
78
1.39M
37.75%
-281.23K
2024Q4
81
1.42M
39.04%
-189.49K
2024Q3
78
1.39M
38.31%
-154.13K
2024Q2
72
1.29M
35.61%
-175.06K
2024Q1
74
1.26M
34.79%
-234.04K
2023Q4
73
1.32M
36.85%
+41.05K
View more

Shareholder Activity

Name
Shares Held
Proportion
Change
Chg %
Date
Empirical Wealth Management
248.08K
6.37%
-699.00
-0.28%
Dec 31, 2025
Precision Wealth Strategies, LLC
246.96K
6.34%
--
--
Dec 31, 2025
Belpointe Asset Management LLC
219.22K
5.63%
-87.15K
-28.45%
Dec 31, 2025
United Asset Strategies, Inc.
89.35K
2.29%
+3.94K
+4.61%
Dec 31, 2025
Lido Advisors, LLC
64.22K
1.65%
+64.22K
--
Dec 31, 2025
Osaic Holdings, Inc.
56.35K
1.45%
--
--
Dec 31, 2025
CW Advisors, LLC
43.94K
1.13%
--
--
Jun 30, 2025
Brookwood Investment Group LLC
29.84K
0.77%
-41.00
-0.14%
Dec 31, 2025
Wealth Alliance
28.47K
0.73%
--
--
Dec 31, 2025
Mason & Associates, Inc.
25.44K
0.65%
+17.84K
+234.74%
Dec 31, 2025
View more
tradingkey.logo
Risk Warning: Our Website and Mobile App provides only general information on certain investment products. Finsights does not provide, and the provision of such information must not be construed as Finsights providing, financial advice or recommendation for any investment product.
Investment products are subject to significant investment risks, including the possible loss of the principal amount invested and may not be suitable for everyone. Past performance of investment products is not indicative of their future performance.
Finsights may allow third party advertisers or affiliates to place or deliver advertisements on our Website or Mobile App or any part thereof and may be compensated by them based on your interaction with the advertisements.
© Copyright: FINSIGHTS MEDIA PTE. LTD. All Rights Reserved.