Belpointe PREP, LLC (OZ)
NYSE American - NYSE American Delayed Price. Currency in USD
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As of 11:50AM EDT. Market open.
Major Holders
Currency in USDBreakdown
| 0.01% | % of Shares Held by All Insider |
| 33.77% | % of Shares Held by Institutions |
| 33.77% | % of Float Held by Institutions |
| 40 | Number of Institutions Holding Shares |
Top Institutional Holders
| Holder | Shares | Date Reported | % Out | Value |
|---|---|---|---|---|
| Empirical Financial Services, Llc D.b.a. Empirical Wealth Management | 275,137 | Dec 30, 2023 | 7.58% | 16,356,894 |
| Precision Wealth Strategies, LLC | 241,329 | Mar 30, 2024 | 6.65% | 14,347,009 |
| Belpointe Asset Management LLC | 197,433 | Dec 30, 2023 | 5.44% | 11,737,392 |
| United Asset Strategies, Inc. | 94,250 | Mar 30, 2024 | 2.60% | 5,603,162 |
| AE Wealth Management LLC | 69,428 | Dec 30, 2023 | 1.91% | 4,127,494 |
| Lincoln National Corp | 55,000 | Mar 30, 2024 | 1.51% | 3,269,750 |
| Fountainhead AM, LLC | 40,746 | Mar 30, 2024 | 1.12% | 2,422,349 |
| Ratio Wealth Group | 36,790 | Dec 30, 2023 | 1.01% | 2,187,165 |
| Wealth Alliance | 28,474 | Dec 30, 2023 | 0.78% | 1,692,779 |
| Mariner, LLC | 23,885 | Dec 30, 2023 | 0.66% | 1,419,963 |
Top Mutual Fund Holders
| Holder | Shares | Date Reported | % Out | Value |
|---|---|---|---|---|
| Nationwide Multi Cap Portfolio | 19 | Jan 30, 2024 | 0.00% | 1,129 |
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