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Belpointe PREP, LLC (OZ)

NYSE American - Nasdaq Real-time price. Currency in USD
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59.35+0.35 (+0.59%)
As of 02:24PM EDT. Market open.

Major holders

Currency in USD
Breakdown
0.01%% of shares held by all insiders
34.16%% of shares held by institutions
34.16%% of float held by institutions
38Number of institutions holding shares

Top institutional holders

HolderSharesDate reported% outValue
Belpointe Asset Management LLC282,33430 Mar 20247.77%16,756,522
Empirical Financial Services, Llc D.b.a. Empirical Wealth Management270,92830 Mar 20247.46%16,079,576
Precision Wealth Strategies, LLC241,32930 Mar 20246.65%14,322,875
United Asset Strategies, Inc.94,25030 Mar 20242.60%5,593,737
Lincoln National Corp55,00030 Mar 20241.51%3,264,249
Fountainhead AM, LLC40,74630 Mar 20241.12%2,418,275
Ratio Wealth Group 36,79030 Mar 20241.01%2,183,486
Wealth Alliance28,47430 Mar 20240.78%1,689,931
Mariner, LLC25,98530 Mar 20240.72%1,542,209
Atomi Financial Group, Inc. 18,58330 Mar 20240.51%1,102,901

Top mutual fund holders

HolderSharesDate reported% outValue
Nationwide Multi Cap Portfolio1829 Apr 20240.00%1,068