Belpointe PREP, LLC (OZ) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

3,704,757Shares Outstanding

463,797Shares held by institutions

$23,602,629Value of institutional holdings

34.15%Institutional ownership %

1.41%Shares Changed QoQ

42No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

According to SEC filings for the period ending December 2025, Belpointe PREP, LLC (NYSE:OZ) is held by 42 institutional firms.

These investors collectively held 34.2% of the company's total shares outstanding in December 2025, down from 36.6% in September 2025.
On a quarter-over-quarter basis, institutional holdings shifted by 1.41%, with a year-over-year a decrease of 12.50% in the count of filers.
Of these 42 institutional investors, 9 increased their holdings in Belpointe PREP, while 13 of them reduced positions, and 20 investors maintained their exposure.
Collectively, institutional investors increased their stake in Belpointe PREP to 1.27Mn shares as of December 2025, a change that is up by 17.56K shares quarter on quarter and down 120.53K shares year over year.
The top institutional stake in Belpointe PREP as of December 31, 2025 belongs to Empirical Financial Services, LLC d.b.a. Empirical Wealth Management, which owns 248.08K shares, or 6.70% of the company.
Among the most significant buyers of Belpointe PREP during December 2025 were Lido Advisors, LLC (64.22K), Mason & Associates Inc (17.84K), Cetera Investment Advisers (13.63K), RENAISSANCE TECHNOLOGIES LLC (8.60K), United Asset Strategies, Inc. (3.94K).
Leading sellers of Belpointe PREP stock in December 2025 included Belpointe Asset Management LLC (87.15K), Mariner, LLC (4.39K), CITADEL ADVISORS LLC (1.51K), KINGSWOOD WEALTH ADVISORS, LLC (1.06K), SMART Wealth LLC (1.02K).
The top 10 institutional holders of Belpointe PREP for the quarter ending December 2025 included 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 (21.20K).

42 Institutional Holders

463,797 Total Shares Held

Rows:

Download Data

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
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
Rockefeller Capital Management L.P.	31 Dec, 2025	18,360	0	0.00%	$1,193,951.00
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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