Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BELPOINTE ASSET MANAGEMENT LLC | 02-13-2024 | 12-31-2023 | 701 | 1,138,578,158 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| CHATHAM LODGING TR | COM | 1101 | $331,023 | 30,879 | 0.00 | 0.00 | -1,815 | -5.55 | 12-31-2023 |
| PAYCHEX INC | COM | 1102 | $328,734 | 2,759 | 0.00 | 0.00 | -828 | -23.08 | 12-31-2023 |
| DIGITAL RLTY TR INC | COM | 1103 | $327,737 | 2,435 | 0.00 | 0.00 | -308 | -11.23 | 12-31-2023 |
| VANGUARD WORLD FD | ETF | 1104 | $327,388 | 1,934 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
