Belpointe PREP, LLC - OZ

Sector: Real Estate · Industry: Real Estate
Website: No information yet · Social: No information yet

Company profile

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Quarter snapshot

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Q3 2026 · Q2 2026
Value (USD)
Total reported value ($000)
$55.85M
QoQ value delta ($000)
-$1.829M (-3.17%)
Implied price effect (QoQ)
-2.41%
Shares
Total shares
1,263,975
QoQ shares delta
-9,938 (-0.78%)
Total shares held by funds (by quarter)
Shares (left)

Fund holders include prior positions carried forward until a new 13F confirms a change. Reported holders have reported a position in this security for that quarter; this is not the total number of 13F filers.

Market chart (OZ)

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Top holders (Q3 2026)

Top 25 only Full list
Partial Q3 2026 data: 9 holders have filed so far. Prior holders are carried forward until their next 13F confirms a change.
Manager Value ($000) Shares % of 13F
Precision Wealth Strategies, LLC 10,643 235,002 3.21%
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 9,863 240,467 0.13%
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 896 21,863 0.09%
Robertson Stephens Wealth Management, LLC 869 21,203 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%
Cetera Investment Advisers 672 14,856 0.0%
B.O.S.S. Retirement Advisors, LLC 611 14,917 0.18%
Cambridge Investment Research Advisors, Inc. 592 13,080 0.0%
Mariner, LLC 542 11,973 0.0%
Innovative Advisory Group, LLC 369 8,997 0.27%
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%
LANE BROTHERS & CO INC 280 6,187 0.18%