Belpointe PREP, LLC (OZ) Institutional Ownership

Institutions by Trading Activity

3,775,601Shares Outstanding

1,300,088Shares held by institutions

$65,199,413Value of institutional holdings

34.43%Institutional ownership %

-1.22%Shares Changed QoQ

46No. of institutional investors

Belpointe PREP, LLC (NYSE:OZ) has 45 institutional investors that have filed 13F reports for the period ending December 2025.

They owned 33.8% of outstanding stock in December 2025, down from 36.0% the prior quarter.
They decreased total shares held in Belpointe PREP by -3.09% from the prior quarter, while the number of investors in OZ decreased 6.25% year over year.
Activity in OZ broke down as 11 buyers, 14 sellers, and 20 unchanged among 45 total holders.
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.
As of December 31, 2025, SHEETS SMITH WEALTH MANAGEMENT held the largest stake in Belpointe PREP with 21.78K shares, accounting for 0.58% of total shares outstanding.
Top purchasers of OZ stock for the quarter ending December 2025 included SHEETS SMITH WEALTH MANAGEMENT (21.78K), Accurate Wealth Management, LLC (4.56K).
Per Business Quant, the top 9 investors in OZ for the quarter ending December 2025 include SHEETS SMITH WEALTH MANAGEMENT (21.78K), U.S. Capital Wealth Advisors, LLC (15.89K), Outlook Wealth Advisors, LLC (5.0K), SMART Wealth LLC (4.94K), C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors (4.87K), Accurate Wealth Management, LLC (4.56K), FULTON BANK, N.A. (4.06K), Abound Wealth Management (3.64K), EASTERN BANK (593).

1,300,088 Total Shares Held

Rows:

Owner Name	Date	Shares Held	Change (QoQ)	Change (%)	Value (USD)
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	31 Dec, 2025	248,081	-699	-0.28%	$16,132,708.00
Precision Wealth Strategies, LLC	31 Dec, 2025	246,962	0	0.00%	$16,059,939.00
Belpointe Asset Management LLC	31 Dec, 2025	219,217	-87,150	-28.45%	$14,255,681.00
United Asset Strategies, Inc.	31 Dec, 2025	89,354	3,935	4.61%	$5,810,691.00
Lido Advisors, LLC	31 Dec, 2025	64,223	64,223	0.00%	$4,176,422.00
OSAIC HOLDINGS, INC.	31 Dec, 2025	56,347	0	0.00%	$3,664,244.00
Rockefeller Capital Management L.P.	31 Dec, 2025	36,720	18,360	100.00%	$2,387,902.00
Brookwood Investment Group LLC	31 Dec, 2025	29,835	-41	-0.14%	$1,940,170.00
WEALTH ALLIANCE, LLC	31 Dec, 2025	28,474	0	0.00%	$1,851,664.00
Mason & Associates Inc	31 Dec, 2025	25,440	17,840	234.74%	$1,654,363.00
Robertson Stephens Wealth Management, LLC	31 Dec, 2025	21,203	-221	-1.03%	$1,378,831.00
Cetera Investment Advisers	31 Dec, 2025	18,330	13,630	290.00%	$1,192,000.00
Mariner, LLC	31 Dec, 2025	17,489	-4,390	-20.06%	$1,137,310.00
LPL Financial LLC	31 Dec, 2025	16,478	0	0.00%	$1,071,564.00
U.S. Capital Wealth Advisors, LLC	31 Dec, 2025	15,890	0	0.00%	$1,033,327.00
Keystone Wealth Services, LLC	31 Dec, 2025	15,558	0	0.00%	$1,011,737.00
B.O.S.S. Retirement Advisors, LLC	31 Dec, 2025	15,096	-45	-0.30%	$981,693.00
Cambridge Investment Research Advisors, Inc.	31 Dec, 2025	13,080	0	0.00%	$851.00
Kestra Advisory Services, LLC	31 Dec, 2025	10,539	0	0.00%	$685,351.00
RENAISSANCE TECHNOLOGIES LLC	31 Dec, 2025	8,600	8,600	0.00%	$559,258.00

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