Belpointe PREP, LLC (OZ) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

0Shares Outstanding

478,367Shares held by institutions

$24,698,088Value of institutional holdings

37.77%Institutional ownership %

5.74%Shares Changed QoQ

43No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

Belpointe PREP, LLC (NYSE:OZ) showed up in the 13F filings of 45 institutional investors as of December 2025.

Collectively, these holders controlled 33.8% of Belpointe PREP's outstanding shares in December 2025, down from 36.0% in September 2025.
They decreased total shares held in OZ by -3.09% quarter over quarter, and investors in Belpointe PREP decreased 6.25% from a year ago.
During the quarter, 11 of these 45 funds increased positions in OZ, 14 reduced exposure, and 20 held steady.
The aggregate institutional position in Belpointe PREP amounted to 1.28Mn shares as of December 2025, down by 40.63K shares quarter on quarter, and down 185.97K shares year over year.
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management leads ownership in OZ with 248.08K shares as of December 31, 2025, equal to 6.57% of outstanding shares.
The most significant purchases of OZ for the quarter ending December 2025 came from Lido Advisors, LLC (64.22K), Mason & Associates Inc (17.84K), Cetera Investment Advisers (13.63K), RENAISSANCE TECHNOLOGIES LLC (8.6K), Walser Wealth Management Company, A Ltd Liability Co (6.05K).
The largest sellers of Belpointe PREP for the quarter ending December 2025 were Belpointe Asset Management LLC (87.15K), OBSIDIAN CIO, LLC (61.99K), Mariner, LLC (4.39K), Bank Of America Corp /De/ (3.5K), CITADEL ADVISORS LLC (1.51K).
According to Business Quant data, leading holders of OZ for December 2025 are Empirical Financial Services, LLC d.b.a. Empirical Wealth Management (248.08K), Precision Wealth Strategies, LLC (246.96K), Belpointe Asset Management LLC (219.22K), United Asset Strategies, Inc. (89.35K), Lido Advisors, LLC (64.22K), OSAIC HOLDINGS, INC. (56.35K), Brookwood Investment Group LLC (29.84K), WEALTH ALLIANCE, LLC (28.47K), Mason & Associates Inc (25.44K), Robertson Stephens Wealth Management, LLC (21.2K).

46 Institutional Holders

478,367 Total Shares Held

Rows:

Download Data

Owner Name	Date	Change (QoQ)	Change (%)	Value (USD)
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	31 Dec, 2025	-699	-0.28%	$0.00
Precision Wealth Strategies, LLC	31 Dec, 2025	0	0.00%	$0.00
Rockefeller Capital Management L.P.	31 Dec, 2025	18,360	100.00%	$0.00
United Asset Strategies, Inc.	31 Dec, 2025	3,935	4.61%	$0.00
Belpointe Asset Management LLC	31 Dec, 2025	-87,150	-28.45%	$0.00
LANE BROTHERS & CO INC	31 Dec, 2025	6,187	0.00%	$0.00
Mariner, LLC	31 Dec, 2025	-4,390	-20.06%	$0.00
Lido Advisors, LLC	31 Dec, 2025	64,223	0.00%	$0.00
LPL Financial LLC	31 Dec, 2025	0	0.00%	$0.00
OSAIC HOLDINGS, INC.	31 Dec, 2025	0	0.00%	$0.00
Cambridge Investment Research Advisors, Inc.	31 Dec, 2025	0	0.00%	$0.00
Brookwood Investment Group LLC	31 Dec, 2025	-41	-0.14%	$0.00
RENAISSANCE TECHNOLOGIES LLC	31 Dec, 2025	8,600	0.00%	$0.00
WEALTH ALLIANCE, LLC	31 Dec, 2025	0	0.00%	$0.00
BROWN ADVISORY INC	31 Dec, 2025	0	0.00%	$0.00
Mason & Associates Inc	31 Dec, 2025	17,840	234.74%	$0.00
Morgan Stanley	31 Dec, 2025	1,663	52.05%	$0.00
Robertson Stephens Wealth Management, LLC	31 Dec, 2025	-221	-1.03%	$0.00
CITADEL ADVISORS LLC	31 Dec, 2025	-1,506	-25.93%	$0.00
Texas Yale Capital Corp.	31 Dec, 2025	0	0.00%	$0.00

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