Belpointe PREP Ownership

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


Recent Insider Transactions

Insider Trading Volume

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


Ownership Breakdown

What is the ownership structure of OZ?
Owner TypeNumber of SharesOwnership Percentage
Individual Insiders100,0022.68%
Institutions1,213,37632.5%
General Public2,418,32664.8%

Dilution of Shares: Shareholders have been diluted in the past year, with total shares outstanding growing by 3%.


Top Shareholders

Top 25 shareholders own 34.29% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
7.37%
Empirical Wealth Management, LLC
275,137US$16.4m88.2%0.53%
6.47%
Precision Wealth Strategies, LLC
241,329US$14.3m0%14.03%
5.29%
Belpointe Asset Management LLC
197,433US$11.7m1.39%1.0%
2.68%
Brandon Lacoff
100,002US$5.9m0%no data
2.53%
United Asset Strategies Inc.
94,250US$5.6m-3.55%0.58%
1.86%
AE Wealth Management, LLC
69,428US$4.1m-16.2%0.02%
1.47%
Lincoln Financial Investments Corporation
55,000US$3.3m0%0.02%
1.09%
Fountainhead AM, LLC
40,746US$2.4m45.9%0.61%
0.99%
Ratio Wealth Group LLC
36,790US$2.2m0%0.46%
0.76%
Wealth Alliance, LLC
28,474US$1.7m0%0.55%
0.64%
Mariner, LLC
23,885US$1.4m0%no data
0.49%
Rockefeller & Co. LLC
18,360US$1.1m0%no data
0.42%
Keystone Wealth Services, LLC
15,558US$924.9k0%0.31%
0.38%
Kestra Advisory Services, LLC
14,164US$842.1k21.3%0.01%
0.26%
Mason & Associates, Llc , Asset Management Arm
9,700US$576.7k0%0.16%
0.26%
Atomi Financial Group, Inc.
9,625US$572.2k272%0.07%
0.26%
Susquehanna International Group, LLP, Asset Management Arm
9,588US$570.0k0%no data
0.2%
Citadel Advisors LLC
7,611US$452.5k0%no data
0.14%
Cetera Financial Holdings, Inc., Asset Management Arm
5,230US$310.9k0%no data
0.14%
Synergy Asset Management, LLC
5,225US$310.6k0%0.05%
0.13%
Outlook Wealth Advisors, LLC
4,996US$297.0k0%0.09%
0.13%
UBS Asset Management AG
4,950US$294.3k-28.8%no data
0.11%
Texas Yale Capital Corp.
4,200US$249.7k0%0.01%
0.11%
Fulton Financial Advisors, N.A.
4,060US$241.4k0%0.02%
0.1%
Foundations Investment Advisors LLC
3,893US$231.4k0%0.01%
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