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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Q1 2026 · Q4 2025
Value (USD)
Total reported value ($000)
$71.23M
QoQ value delta ($000)
-$12.36M (-14.78%)
Implied price effect (QoQ)
-18.25%
Shares
Total shares
1,340,119
QoQ shares delta
+54,456 (+4.24%)
Total shares held by funds (by quarter)

Market chart (OZ)

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Top holders (Q1 2026)

Top 25 only Full list
Manager Value ($000) Shares % of 13F
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 13,120 246,631 0.23%
Precision Wealth Strategies, LLC 12,804 240,689 4.25%
Belpointe Asset Management LLC 12,047 226,458 0.44%
OSAIC HOLDINGS, INC. 5,004 94,077 0.01%
United Asset Strategies, Inc. 4,753 89,354 0.38%
Lido Advisors, LLC 3,395 63,823 0.01%
Brookwood Investment Group LLC 2,014 37,871 0.25%
Mason & Associates Inc 1,308 25,340 0.25%
WEALTH ALLIANCE, LLC 1,222 22,979 0.12%
SHEETS SMITH WEALTH MANAGEMENT 1,158 21,783 0.13%
Robertson Stephens Wealth Management, LLC 1,128 21,203 0.03%
Rockefeller Capital Management L.P. 976 18,360 0.0%
Cetera Investment Advisers 975 18,330 0.0%
Mariner, LLC 930 17,489 0.0%
LPL Financial LLC 875 16,453 0.0%
Navis Wealth Advisors, LLC 863 16,226 0.44%
U.S. Capital Wealth Advisors, LLC 845 15,890 0.02%
Keystone Wealth Services, LLC 827 15,558 0.18%
B.O.S.S. Retirement Advisors, LLC 803 15,096 0.24%
Cambridge Investment Research Advisors, Inc. 696 13,080 0.0%
Kestra Advisory Services, LLC 560 10,539 0.0%
FOUNDATIONS INVESTMENT ADVISORS, LLC 426 8,014 0.01%
Mutual Advisors, LLC 399 7,500 0.01%
LANE BROTHERS & CO INC 329 6,187 0.24%
Walser Wealth Management Company, A Ltd Liability Co 321 6,052 0.14%