Belpointe PREP
Develops and operates qualified opportunity-zone commercial and mixed-use real estate.
$47.86
After-hours close+0.07 (+0.15%)
At close$47.79(+0.06%)
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Breakdown13F · Form 4
Institutions 32.48%Insiders —
Shares outstanding 3.90M · Float 3.90M · 100.0% free float
Institutions13F, as of Jun 30, 2026
43 holders · 1.27M shares · 5 new positions · 8 increased · 13 reduced · 7 closed
| Holder | Shares | % outstanding | Chg q/q | Filed |
|---|---|---|---|---|
| Empirical Financial Services, LLC D.B.A. Empirical Wealth Management | 241.0K | 6.18% | −5.6K | Jul 15, 2026 |
| Precision Wealth Strategies, LLC | 235.0K | 6.03% | −5.7K | Aug 10, 2026 |
| Belpointe Asset Management LLC | 217.6K | 5.58% | −8.9K | Jul 31, 2026 |
| Advisor Group Holdings, Inc. | 94.1K | 2.41% | 0 | Aug 14, 2026 |
| United Asset Strategies, Inc. | 88.7K | 2.28% | −632 | Jul 13, 2026 |
| Brookwood Investment Group LLC | 36.0K | 0.92% | −1.9K | Jul 23, 2026 |
| LPL Financial LLC | 25.5K | 0.65% | +9.1K | Aug 7, 2026 |
| Mason & Associates Inc | 24.6K | 0.63% | −700 | Jul 23, 2026 |
Beneficial owners13D/G · 5% or more, as filed
| Holder | % of class | Shares | Form | Filed |
|---|---|---|---|---|
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 7.03% | 248.1K | 13G | Jan 29, 2026 ↗ |
| Precision Wealth Strategies, LLC | 6.50% | 235.8K | 13G | Jan 23, 2025 ↗ |
InsidersForm 4
Latest trades
Nothing filed in the last 12 months.
CongressHouse and Senate disclosures
Not reported.