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Belpointe Prep shares owned by Morgan Stanley

Quarter-by-quarter ownership of Belpointe Prep (OZ) shares owned by Morgan Stanley from 13F filings

Historical chart of Morgan Stanley investment in Belpointe Prep

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All positions including Belpointe Prep held by Morgan Stanley consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Belpointe Prep by Morgan Stanley

Quarter filed Position value Share count Share price at filing
2024-03-31 $183k 3.0k 60.89
2023-09-30 $258k 3.0k 85.70
2023-06-30 $259k 3.0k 86.04
2022-12-31 $1.6M 16k 100.00

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Top funds holding Belpointe Prep

Belpointe Asset Management
Empirical Financial Services, LLC d/b/a Empirical Wealth Management
Precision Wealth Strategies
United Asset Strategies
Lincoln National
Fountainhead AM
Ratio Wealth Group
Wealth Alliance
Mariner Wealth Advisors
Atomi Financial Group
Rockefeller Capital Management
Keystone Wealth Services
Kestra Advisory Services
Mason & Associates
AE Wealth Management

View all funds holding Belpointe Prep