Belpointe PREP, LLC (OZ) Institutional Ownership

Ownership Summary

Belpointe PREP, LLC (NYSE:OZ) appears in 45 institutional 13F filings for the quarter ending December 2025.

• Their combined ownership stood at 33.8% of outstanding shares in December 2025, down from 36.0% in September 2025.
• Their total shares held in OZ decreased -3.09% quarter over quarter, and separately, investors owning Belpointe PREP decreased 6.25% from a year ago.
• Of these 45 holders, 11 added to their stakes in Belpointe PREP, 14 trimmed positions, and 20 made no changes.
• In total, institutional investors held 1.28Mn shares in Belpointe PREP 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 246.63K shares as of December 31, 2025, equal to 6.53% of outstanding shares.
• Top purchasers of OZ stock for the quarter ending December 2025 included OSAIC HOLDINGS, INC. (37.73K), SHEETS SMITH WEALTH MANAGEMENT (21.78K), Navis Wealth Advisors, LLC (16.23K), Brookwood Investment Group LLC (8.04K), Belpointe Asset Management LLC (7.24K).
• The largest sales of OZ for the quarter ending December 2025 came from Rockefeller Capital Management L.P. (18.36K), Precision Wealth Strategies, LLC (6.27K), WEALTH ALLIANCE, LLC (5.5K), REAP Financial Group, LLC (3.53K), Morgan Stanley (1.65K).
• According to Business Quant data, leading holders of OZ for December 2025 are Empirical Financial Services, LLC d.b.a. Empirical Wealth Management (246.63K), Precision Wealth Strategies, LLC (240.69K), Belpointe Asset Management LLC (226.46K), OSAIC HOLDINGS, INC. (94.08K), United Asset Strategies, Inc. (89.35K), Lido Advisors, LLC (63.82K), Brookwood Investment Group LLC (37.87K), Mason & Associates Inc (25.34K), WEALTH ALLIANCE, LLC (22.98K), SHEETS SMITH WEALTH MANAGEMENT (21.78K).