Belpointe PREP, LLC OZ
CIK 0001807046 · CUSIP 080694102
Quarter-end disclosures, not live holdings.
Top 20 institutions
Weight means this stock's share of the manager's own portfolio.
| # | Manager | Value | Manager weight | Change vs prior | Source | |
|---|---|---|---|---|---|---|
| 01 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 1510434 · View history | $21.25M 275,137 shares | 0.72% | SEC filing ↗ Feb 6, 2024 | ▾ | |
| 02 | Precision Wealth Strategies, LLC CIK 1844197 · Amended · View history | $18.64M 241,329 shares | 18.12% | SEC filing ↗ Feb 5, 2024 | ▾ | |
| 03 | Belpointe Asset Management LLC CIK 1721242 · View history | $15.25M 197,433 shares | 1.34% | SEC filing ↗ Feb 13, 2024 | ▾ | |
| 04 | United Asset Strategies, Inc. CIK 1539948 · View history | $7.55M 97,717 shares | 0.85% | SEC filing ↗ Jan 30, 2024 | ▾ | |
| 05 | AE Wealth Management LLC CIK 1697723 · View history | $4.51M 69,428 shares | 0.02% | SEC filing ↗ Feb 14, 2024 | ▾ | |
| 06 | LINCOLN NATIONAL CORP CIK 59558 · View history | $4.25M 55,000 shares | 0.07% | SEC filing ↗ Feb 6, 2024 | ▾ | |
| 07 | REAP Financial Group, LLC CIK 2048581 · View history | $3.53M 45,654 shares | 1.03% | — | SEC filing ↗ Feb 27, 2025 | ▾ |
| 08 | Ratio Wealth Group CIK 1971024 · View history | $2.84M 36,790 shares | 0.61% | SEC filing ↗ Feb 13, 2024 | ▾ | |
| 09 | WEALTH ALLIANCE, LLC CIK 1793904 · View history | $2.20M 28,474 shares | 0.31% | SEC filing ↗ Jan 30, 2024 | ▾ | |
| 10 | OBSIDIAN CIO, LLC CIK 1843581 · View history | $2.16M 27,919 shares | 0.59% | SEC filing ↗ Feb 2, 2024 | ▾ | |
| 11 | B.O.S.S. Retirement Advisors, LLC CIK 1964810 · Amended · View history | $1.86M 24,115 shares | 0.36% | SEC filing ↗ Jan 26, 2024 | ▾ | |
| 12 | Mariner, LLC CIK 1373442 · View history | $1.85M 23,885 shares | 0.00% | SEC filing ↗ Feb 14, 2024 | ▾ | |
| 13 | Rockefeller Capital Management L.P. CIK 1739439 · View history | $1.42M 18,360 shares | 0.00% | SEC filing ↗ Feb 14, 2024 | ▾ | |
| 14 | Lloyd Advisory Services, LLC. CIK 1802474 · View history | $1.33M 17,158 shares | 0.63% | SEC filing ↗ Feb 13, 2024 | ▾ | |
| 15 | Keystone Wealth Services, LLC CIK 1866189 · View history | $1.20M 15,558 shares | 0.41% | SEC filing ↗ Jan 17, 2024 | ▾ | |
| 16 | Kestra Advisory Services, LLC CIK 1830819 · View history | $1.09M 14,164 shares | 0.01% | SEC filing ↗ Feb 14, 2024 | ▾ | |
| 17 | Mason & Associates Inc CIK 1917686 · View history | $749.33K 9,700 shares | 0.22% | SEC filing ↗ Jan 17, 2024 | ▾ | |
| 18 | Compound Planning, Inc. CIK 1978879 · View history | $743.53K 9,625 shares | 0.10% | SEC filing ↗ Feb 8, 2024 | ▾ | |
| 19 | SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 1446194 · View history | $740.67K 9,588 shares | 0.00% | SEC filing ↗ Feb 14, 2024 | ▾ | |
| 20 | CITADEL ADVISORS LLC CIK 1423053 · View history | $587.95K 7,611 shares | 0.00% | SEC filing ↗ Feb 14, 2024 | ▾ |
Showing 20 / 43 institutions. The complete set is available through the API.
Coverage & totals by quarter
Reporting institutions by quarter
Counts also change with data coverage and reporting entities; they do not measure net buying. Distinct managers with a live stock row in this CUSIP; totals may include overlapping filings and are not a share of the company.
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