Belpointe PREP, LLC Class A Units — Institutional Ownership
Which tracked institutions hold OZ, and how they changed the position last quarter. Latest holdings as of Mar 31, 2026. Source: SEC 13-F filings.
2
Funds holding
$170878
Total value held
Flat
1 added/new · 1 reduced
| # | Institution | Value | Shares | Δ Shares | Change (QoQ) |
|---|---|---|---|---|---|
| 1 | Morgan Stanley | $170878 | 3212 | -1646 | -33.88% |
| 2 | Royal Bank Of Canada | $0 | 5 | — | NEW BUY |
Aggregated across tracked institutional filers. Reported quarterly on SEC Form 13-F and may lag. For research only — not investment advice.