Belpointe PREP OZ Institutional Ownership

NYSE OZ

$41.30 -0.22 (-0.53%)

As of: Sep 30, 2026 · 3:59 PM EDT

Institutions by Trading Activity

45 Institutions

Increased 8 17.8%

Unchanged 24 53.3%

Reduced 13 28.9%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

32.68%

▼-2.30 pp QoQ

Shares Held by Institutions

1.28Mn

of 3.90Mn outstanding

▼-2.88% QoQ

Shares Outstanding

3.90Mn

2.63Mn held outside 13F filers

Institutional Investors

filed 13F for Jun 2026

▼-2 vs prior quarter

Net Shares Added (QoQ)

-37.87K

distributed since last quarter

Value of Holdings

$53.29Mn

reported market value

Shares Owned by Institutions

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed

Latest quarter —

Net over range —

Accumulating quarters —

Ownership Summary

Quarter ending 30 Jun, 2026

Belpointe PREP, LLC (NYSE:OZ) appears in 45 institutional 13F filings for the quarter ending June 2026.

Collectively, these holders controlled 32.7% of Belpointe PREP's outstanding shares in June 2026, down from 35.0% in March 2026.
They decreased total shares held in Belpointe PREP by -2.88% from the prior quarter, while the number of investors in OZ increased 2.27% year over year.
Among the 45 funds, 8 bought more Belpointe PREP shares, 13 sold down, and 24 held their ground.
Institutional investors collectively held 1.28Mn shares in Belpointe PREP as of June 2026, down by 37.87K shares quarter on quarter, and down 108.95K shares year over year.
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management holds the largest position in OZ at 241.02K shares as of June 30, 2026, or 6.18% of shares outstanding.
The largest buyers of Belpointe PREP for the quarter ending June 2026 were Arax Advisory Partners (15.89K), LPL Financial LLC (9.06K), TOUNJIAN ADVISORY PARTNERS, LLC (6.27K), CENTRAL TRUST Co (3.9K), MERCER GLOBAL ADVISORS INC /ADV (1.26K).
The largest sellers of Belpointe PREP for the quarter ending June 2026 were Lido Advisors, LLC (40.91K), Belpointe Asset Management LLC (8.86K), Precision Wealth Strategies, LLC (5.69K), Empirical Financial Services, LLC d.b.a. Empirical Wealth Management (5.61K), Mariner, LLC (5.52K).
Belpointe PREP's 10 largest shareholders as of June 2026 include Empirical Financial Services, LLC d.b.a. Empirical Wealth Management (241.02K), Precision Wealth Strategies, LLC (235.0K), Belpointe Asset Management LLC (217.6K), OSAIC HOLDINGS, INC. (94.08K), United Asset Strategies, Inc. (88.72K), Brookwood Investment Group LLC (35.99K), LPL Financial LLC (25.52K), Mason & Associates Inc (24.64K), WEALTH ALLIANCE, LLC (22.98K), Lido Advisors, LLC (22.91K) per Business Quant data.

Form 13F Holdings

45 Institutional Holders

Report period 30 Jun, 2026

Total shares held 1.28Mn

Of outstanding 32.68%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	0001510434	241,017	6.18%	▼5,614	-2.28%	$10.92Mn
2	Precision Wealth Strategies, LLC	0001844197	235,002	6.02%	▼5,687	-2.36%	$10.64Mn
3	Belpointe Asset Management LLC	0001721242	217,600	5.58%	▼8,858	-3.91%	$9.86Mn
4	OSAIC HOLDINGS, INC.	0001677044	94,077	2.41%	0	0.00%	$4.26Mn
5	United Asset Strategies, Inc.	0001539948	88,722	2.27%	▼632	-0.71%	$4.02Mn
6	Brookwood Investment Group LLC	0002066812	35,995	0.92%	▼1,876	-4.95%	$1.63Mn
7	LPL Financial LLC	0001403438	25,517	0.65%	▲9,064	+55.09%	$1.16Mn
8	Mason & Associates Inc	0001917686	24,640	0.63%	▼700	-2.76%	$1.12Mn
9	WEALTH ALLIANCE, LLC	0001793904	22,979	0.59%	0	0.00%	$1.04Mn
10	Lido Advisors, LLC	0001650150	22,911	0.59%	▼40,912	-64.10%	$1.04Mn
11	SHEETS SMITH WEALTH MANAGEMENT	0001157436	21,783	0.56%	0	0.00%	$986.55K
12	Robertson Stephens Wealth Management, LLC	0001767307	21,203	0.54%	0	0.00%	$960.28K
13	Rockefeller Capital Management L.P.	0001739439	18,360	0.47%	0	0.00%	$831.52K
14	Navis Wealth Advisors, LLC	0001849055	16,226	0.42%	0	0.00%	$734.88K
15	Arax Advisory Partners	0001586767	15,890	0.41%	▲15,890	0.00%	$719.66K
16	Keystone Wealth Services, LLC	0001866189	15,558	0.40%	0	0.00%	$704.62K
17	B.O.S.S. Retirement Advisors, LLC	0001964810	14,959	0.38%	▼137	-0.91%	$677.49K
18	Cetera Investment Advisers	0001666741	14,856	0.38%	▼3,474	-18.95%	$672.83K
19	Cambridge Investment Research Advisors, Inc.	0001419186	13,080	0.34%	0	0.00%	$592
20	Mariner, LLC	0001373442	11,973	0.31%	▼5,516	-31.54%	$542.26K

Showing 1 to 20 of 45 holders