Belpointe PREP Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top 25 shareholders own 36.84% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
8%	Belpointe Asset Management LLC	298,385	US$21.0m	4.65%	1.27%
7.03%	Empirical Wealth Management, LLC	262,218	US$18.4m	-0.07%	0.52%
6.34%	Precision Wealth Strategies, LLC	236,491	US$16.6m	-0.73%	14.63%
2.68%	Brandon Lacoff	100,002	US$7.0m	0%	no data
2.37%	United Asset Strategies Inc.	88,531	US$6.2m	0%	0.55%
1.47%	Advisor Group Holdings, Inc., Asset Management Arm	55,000	US$3.9m	0%	0.04%
1.24%	Fountainhead AM, LLC	46,211	US$3.2m	10.2%	0.66%
1.16%	CW Advisors, LLC	43,221	US$3.0m	0%	0.04%
0.82%	Atomi Financial Group, Inc.	30,786	US$2.2m	15.2%	0.13%
0.76%	Wealth Alliance, LLC	28,474	US$2.0m	0%	0.96%
0.67%	Mariner, LLC	25,128	US$1.8m	0%	no data
0.57%	Robertson Stephens Wealth Management, LLC	21,424	US$1.5m	0%	0.05%
0.46%	Lloyd Advisory Services, LLC	17,158	US$1.2m	0%	0.57%
0.45%	LPL Financial Corporation, Asset Management Arm	16,888	US$1.2m	-0.09%	no data
0.45%	Rockefeller & Co. LLC	16,785	US$1.2m	0%	no data
0.44%	Kestra Advisory Services, LLC	16,349	US$1.1m	0%	0.01%
0.43%	Laidlaw Wealth Management LLC	15,890	US$1.1m	0%	0.53%
0.42%	Keystone Wealth Services, LLC	15,558	US$1.1m	0%	0.29%
0.26%	Mason & Associates, Llc , Asset Management Arm	9,700	US$681.8k	0%	0.17%
0.15%	Citadel Advisors LLC	5,705	US$401.0k	0%	no data
0.14%	Synergy Asset Management, LLC	5,225	US$367.3k	0%	0.05%
0.13%	Outlook Wealth Advisors, LLC	4,996	US$351.2k	0%	0.1%
0.13%	UBS Asset Management AG	4,950	US$347.9k	-37.8%	no data
0.13%	C2P Capital Advisory Group, LLC	4,913	US$345.3k	0%	0.03%
0.13%	Cetera Investment Advisers LLC	4,700	US$330.4k	-5.43%	no data