Belpointe PREP, LLC - OZ

Sector: Real Estate · Industry: Real Estate

Website: No information yet · Social: No information yet

Company profile

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Q2 2026 · Q1 2026

Value (USD)

Total reported value ($000)

$58.52M

QoQ value delta ($000)

-$13.6M (-18.85%)

Implied price effect (QoQ)

-14.64%

Total shares

1,289,803

QoQ shares delta

-66,991 (-4.94%)

Total shares held by funds (by quarter)

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Top 25 only Full list

Partial Q2 2026 data: 44 holders have filed so far. Prior holders are carried forward until their next 13F confirms a change.

Manager	Value ($000)	Shares	% of 13F
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	10,915	241,017	0.16%
Precision Wealth Strategies, LLC	10,643	235,002	3.21%
Belpointe Asset Management LLC	9,855	217,600	0.32%
OSAIC HOLDINGS, INC.	4,260	94,077	0.01%
United Asset Strategies, Inc.	4,018	88,722	0.28%
Brookwood Investment Group LLC	1,630	35,995	0.18%
LPL Financial LLC	1,155	25,517	0.0%
Mason & Associates Inc	1,115	24,640	0.18%
WEALTH ALLIANCE, LLC	1,040	22,979	0.09%
Lido Advisors, LLC	1,037	22,911	0.0%
SHEETS SMITH WEALTH MANAGEMENT	986	21,783	0.1%
Robertson Stephens Wealth Management, LLC	960	21,203	0.02%
U.S. Capital Wealth Advisors, LLC	845	15,890	0.02%
Rockefeller Capital Management L.P.	831	18,360	0.0%
Navis Wealth Advisors, LLC	734	16,226	0.28%
Arax Advisory Partners	719	15,890	0.0%
Keystone Wealth Services, LLC	704	15,558	0.13%
B.O.S.S. Retirement Advisors, LLC	677	14,959	0.18%
Cetera Investment Advisers	672	14,856	0.0%
Cambridge Investment Research Advisors, Inc.	592	13,080	0.0%
Mariner, LLC	542	11,973	0.0%
Innovative Advisory Group, LLC	407	8,997	0.31%
Hopwood Nicholas Hunter	347	7,678	0.1%
Mutual Advisors, LLC	339	7,500	0.01%
TOUNJIAN ADVISORY PARTNERS, LLC	284	6,273	0.12%