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.

• 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 last quarter, and the number of investors in OZ decreased 6.25% annually.
• Activity in OZ broke down as 11 buyers, 14 sellers, and 20 unchanged among 45 total holders.
• Combined, these investors held 1.28Mn shares in OZ for December 2025, down by 40.63K shares quarter on quarter, and down 185.97K shares year over year.
• As of December 31, 2025, the biggest holder of Belpointe PREP is Empirical Financial Services, LLC d.b.a. Empirical Wealth Management at 246.63K shares, representing 6.53% of shares outstanding.
• The largest buyers of Belpointe PREP for the quarter ending December 2025 were 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).
• Leading sellers of Belpointe PREP shares for the quarter ending December 2025 were 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).
• Business Quant data shows the 10 biggest positions in Belpointe PREP as of December 2025 are held by 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).