Belpointe PREP, LLC - OZ

Sector: Real Estate · Industry: Real Estate

Website: No information yet · Social: No information yet

Company profile

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Q4 2025 · Q3 2025

Value (USD)

Total reported value ($000)

$83.59M

QoQ value delta ($000)

-$2.928M (-3.38%)

Implied price effect (QoQ)

+1.62%

Total shares

1,285,663

QoQ shares delta

-66,538 (-4.92%)

Total shares held by funds (by quarter)

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Top 25 only Full list

Early Q1 2026 data: only 6 institutional holders reported so far. More will appear as funds file with the SEC.

Manager	Value ($000)	Shares	% of 13F
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	16,132	248,081	0.29%
Precision Wealth Strategies, LLC	16,059	246,962	5.2%
Belpointe Asset Management LLC	14,255	219,217	0.51%
United Asset Strategies, Inc.	5,810	89,354	0.45%
Lido Advisors, LLC	4,176	64,223	0.01%
OSAIC HOLDINGS, INC.	3,664	56,347	0.01%
Brookwood Investment Group LLC	1,940	29,835	0.23%
WEALTH ALLIANCE, LLC	1,851	28,474	0.18%
Mason & Associates Inc	1,654	25,440	0.31%
Robertson Stephens Wealth Management, LLC	1,378	21,203	0.04%
Rockefeller Capital Management L.P.	1,193	18,360	0.0%
Cetera Investment Advisers	1,192	18,330	0.0%
Mariner, LLC	1,137	17,489	0.0%
LPL Financial LLC	1,071	16,478	0.0%
U.S. Capital Wealth Advisors, LLC	1,033	15,890	0.03%
Keystone Wealth Services, LLC	1,011	15,558	0.21%
B.O.S.S. Retirement Advisors, LLC	981	15,096	0.31%
Cambridge Investment Research Advisors, Inc.	851	13,080	0.0%
Kestra Advisory Services, LLC	685	10,539	0.0%
RENAISSANCE TECHNOLOGIES LLC	559	8,600	0.0%
Mutual Advisors, LLC	487	7,500	0.01%
LANE BROTHERS & CO INC	402	6,187	0.29%
Coppell Advisory Solutions LLC	401	6,150	0.04%
FOUNDATIONS INVESTMENT ADVISORS, LLC	393	6,052	0.01%
Walser Wealth Management Company, A Ltd Liability Co	393	6,052	0.21%