Belpointe PREP LLC
- Stock Issuer and Owners
| Message |
|
Happy Holidays!! thanks for using AUM13F!!
|
| Belpointe PREP LLC |
| Ticker | OZ |
| CIK # | 0001807046 |
| CUSIP | 080694102 |
| Sector | Real Estate & Construction - Real Estate |
| Address | 125 Greenwich Avenue 3Rd Floor, Greenwich, CT 06830 |
| Source |
[EDGAR]
|
| Form 13F Holdings |
| Firm |
Period |
DFND |
Voting |
Shares |
| Belpointe Asset Management LLC |
[2025-06-30]
|
SOLE |
307,231 |
307,231 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Ma |
[2025-06-30]
|
SOLE |
247,792 |
251,255 |
| Precision Wealth Strategies LLC |
[2025-06-30]
|
SOLE |
0 |
243,931 |
| United Asset Strategies Inc |
[2025-06-30]
|
SOLE |
62,212 |
85,818 |
| Fountainhead AM LLC |
[2025-06-30]
|
SOLE |
0 |
62,565 |
| CW Advisors LLC |
[2025-06-30]
|
SOLE |
0 |
43,940 |
| Rockefeller Capital Management L.P. |
[2025-06-30]
|
DFND |
33,570 |
33,570 |
| Wealth Alliance LLC |
[2025-06-30]
|
SOLE |
0 |
28,474 |
| Brookwood Investment Group LLC |
[2025-06-30]
|
SOLE |
0 |
25,761 |
| Mariner LLC |
[2025-06-30]
|
SOLE |
0 |
24,139 |
| Robertson Stephens Wealth Management LLC |
[2025-06-30]
|
SOLE |
0 |
21,424 |
| UBS Group AG |
[2025-06-30]
|
DFND |
12,793 |
17,743 |
| LPL Financial LLC |
[2025-06-30]
|
SOLE |
0 |
16,478 |
| US Capital Wealth Advisors LLC |
[2025-06-30]
|
SOLE |
0 |
15,890 |
| Keystone Wealth Services LLC |
[2025-06-30]
|
SOLE |
0 |
15,558 |
| BOSS Retirement Advisors LLC |
[2025-06-30]
|
SOLE |
0 |
15,164 |
| Cambridge Investment Research Advisors Inc |
[2025-06-30]
|
SOLE |
0 |
13,080 |
| Kestra Advisory Services LLC |
[2025-06-30]
|
SOLE |
0 |
9,809 |
| Foundations Investment Advisors LLC |
[2025-06-30]
|
SOLE |
0 |
8,094 |
| Mason & Associates Inc |
[2025-06-30]
|
SOLE |
0 |
7,600 |
| Mutual Advisors LLC |
[2025-06-30]
|
SOLE |
0 |
7,500 |
| Smart Wealth LLC |
[2025-06-30]
|
SOLE |
0 |
5,958 |
| Brown Advisory Inc |
[2025-06-30]
|
DFND |
5,611 |
5,611 |
| Kingswood Wealth Advisors LLC |
[2025-06-30]
|
SOLE |
5,337 |
5,337 |
| Outlook Wealth Advisors LLC |
[2025-06-30]
|
SOLE |
0 |
4,996 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Ad |
[2025-06-30]
|
SOLE |
0 |
4,907 |
| Cetera Investment Advisers |
[2025-06-30]
|
SOLE |
0 |
4,700 |
| XTX Topco Ltd |
[2025-06-30]
|
DFND |
4,574 |
4,574 |
| Bison Wealth LLC |
[2025-06-30]
|
SOLE |
0 |
4,534 |
| REAP Financial Group LLC |
[2025-06-30]
|
SOLE |
0 |
4,534 |
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