Belpointe PREP, LLC (NYSE:OZ) has 45 institutional investors that have filed 13F reports for the period ending March 2026.
| Owner Name | Date | Shares Held | Change (QoQ) | Change (%) | Value (USD) |
|---|---|---|---|---|---|
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 31 Mar, 2026 | 246,631 | -1,450 | -0.58% | $13,120,770.00 |
| Precision Wealth Strategies, LLC | 31 Mar, 2026 | 240,689 | -6,273 | -2.54% | $12,804,655.00 |
| Belpointe Asset Management LLC | 31 Mar, 2026 | 226,458 | 7,241 | 3.30% | $12,047,566.00 |
| OSAIC HOLDINGS, INC. | 31 Mar, 2026 | 94,077 | 37,730 | 66.96% | $5,004,896.00 |
| United Asset Strategies, Inc. | 31 Mar, 2026 | 89,354 | 0 | 0.00% | $4,753,633.00 |
| Lido Advisors, LLC | 31 Mar, 2026 | 63,823 | -400 | -0.62% | $3,395,384.00 |
| Brookwood Investment Group LLC | 31 Mar, 2026 | 37,871 | 8,036 | 26.93% | $2,014,737.00 |
| Mason & Associates Inc | 31 Mar, 2026 | 25,340 | -100 | -0.39% | $1,308,304.00 |
| WEALTH ALLIANCE, LLC | 31 Mar, 2026 | 22,979 | -5,495 | -19.30% | $1,222,483.00 |
| SHEETS SMITH WEALTH MANAGEMENT | 31 Mar, 2026 | 21,783 | 21,783 | 0.00% | $1,158,856.00 |
| Robertson Stephens Wealth Management, LLC | 31 Mar, 2026 | 21,203 | 0 | 0.00% | $1,128,000.00 |
| Rockefeller Capital Management L.P. | 31 Mar, 2026 | 18,360 | -18,360 | -50.00% | $976,752.00 |
| Cetera Investment Advisers | 31 Mar, 2026 | 18,330 | 0 | 0.00% | $975,156.00 |
| Mariner, LLC | 31 Mar, 2026 | 17,489 | 0 | 0.00% | $930,415.00 |
| LPL Financial LLC | 31 Mar, 2026 | 16,453 | -25 | -0.15% | $875,300.00 |
| Navis Wealth Advisors, LLC | 31 Mar, 2026 | 16,226 | 16,226 | 0.00% | $863,223.00 |
| U.S. Capital Wealth Advisors, LLC | 31 Mar, 2026 | 15,890 | 0 | 0.00% | $845,348.00 |
| Keystone Wealth Services, LLC | 31 Mar, 2026 | 15,558 | 0 | 0.00% | $827,686.00 |
| B.O.S.S. Retirement Advisors, LLC | 31 Mar, 2026 | 15,096 | 0 | 0.00% | $803,107.00 |
| Cambridge Investment Research Advisors, Inc. | 31 Mar, 2026 | 13,080 | 0 | 0.00% | $696.00 |