Belpointe PREP OZ Institutional Ownership

NYSE OZ

$47.82 -0.33 (-0.68%)

As of: Sep 9, 2026 · 3:50 PM EDT

Institutions by Trading Activity

44 Institutions

Increased 8 18.2%

Unchanged 23 52.3%

Reduced 13 29.5%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

32.45%

▼-2.30 pp QoQ

Shares Held by Institutions

1.27Mn

of 3.90Mn outstanding

▼-2.90% QoQ

Shares Outstanding

3.90Mn

2.64Mn held outside 13F filers

Institutional Investors

filed 13F for Jun 2026

▼-2 vs prior quarter

Net Shares Added (QoQ)

-37.87K

distributed since last quarter

Value of Holdings

$60.92Mn

reported market value

Shares Owned by Institutions

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed

Latest quarter —

Net over range —

Accumulating quarters —

Ownership Summary

Quarter ending 30 Jun, 2026

Belpointe PREP, LLC (NYSE:OZ) has 44 institutional investors that have filed 13F reports for the period ending June 2026.

These investors collectively held 32.4% of Belpointe PREP's outstanding shares in June 2026, down from 34.7% in March 2026.
Their total shares held in OZ decreased -2.9% from the prior quarter, while the number of investors in Belpointe PREP increased 2.33% year over year.
During the quarter, 8 of these 44 funds increased positions in OZ, 13 reduced exposure, and 23 held steady.
The aggregate institutional position in Belpointe PREP amounted to 1.27Mn shares as of June 2026, down by 37.87K shares quarter on quarter, and down 130.15K shares year over year.
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management is the top holder of Belpointe PREP as of June 30, 2026, with 241.02K shares representing 6.18% of outstanding stock.
The most significant purchases of OZ for the quarter ending June 2026 came from Arax Advisory Partners (15.89K), LPL Financial LLC (9.06K), TOUNJIAN ADVISORY PARTNERS, LLC (6.27K), CENTRAL TRUST Co (3.9K), MERCER GLOBAL ADVISORS INC /ADV (1.26K).
Leading sellers of Belpointe PREP shares for the quarter ending June 2026 were Lido Advisors, LLC (40.91K), Belpointe Asset Management LLC (8.86K), Precision Wealth Strategies, LLC (5.69K), Empirical Financial Services, LLC d.b.a. Empirical Wealth Management (5.61K), Mariner, LLC (5.52K).
Business Quant data shows the 10 biggest positions in Belpointe PREP as of June 2026 are held by Empirical Financial Services, LLC d.b.a. Empirical Wealth Management (241.02K), Precision Wealth Strategies, LLC (235.0K), Belpointe Asset Management LLC (217.6K), OSAIC HOLDINGS, INC. (94.08K), United Asset Strategies, Inc. (88.72K), Brookwood Investment Group LLC (35.99K), LPL Financial LLC (25.52K), Mason & Associates Inc (24.64K), WEALTH ALLIANCE, LLC (22.98K), Lido Advisors, LLC (22.91K).

Form 13F Holdings

44 Institutional Holders

Report period 30 Jun, 2026

Total shares held 1.27Mn

Of outstanding 32.45%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	0001510434	241,017	6.18%	▼5,614	-2.28%	$10.92Mn
2	Precision Wealth Strategies, LLC	0001844197	235,002	6.02%	▼5,687	-2.36%	$10.64Mn
3	Belpointe Asset Management LLC	0001721242	217,600	5.58%	▼8,858	-3.91%	$9.86Mn
4	OSAIC HOLDINGS, INC.	0001677044	94,077	2.41%	0	0.00%	$4.26Mn
5	United Asset Strategies, Inc.	0001539948	88,722	2.27%	▼632	-0.71%	$4.02Mn
6	Brookwood Investment Group LLC	0002066812	35,995	0.92%	▼1,876	-4.95%	$1.63Mn
7	LPL Financial LLC	0001403438	25,517	0.65%	▲9,064	+55.09%	$1.16Mn
8	Mason & Associates Inc	0001917686	24,640	0.63%	▼700	-2.76%	$1.12Mn
9	WEALTH ALLIANCE, LLC	0001793904	22,979	0.59%	0	0.00%	$1.04Mn
10	Lido Advisors, LLC	0001650150	22,911	0.59%	▼40,912	-64.10%	$1.04Mn
11	SHEETS SMITH WEALTH MANAGEMENT	0001157436	21,783	0.56%	0	0.00%	$986.55K
12	Robertson Stephens Wealth Management, LLC	0001767307	21,203	0.54%	0	0.00%	$960.28K
13	Rockefeller Capital Management L.P.	0001739439	18,360	0.47%	0	0.00%	$831.52K
14	Navis Wealth Advisors, LLC	0001849055	16,226	0.42%	0	0.00%	$734.88K
15	Arax Advisory Partners	0001586767	15,890	0.41%	▲15,890	0.00%	$719.66K
16	Keystone Wealth Services, LLC	0001866189	15,558	0.40%	0	0.00%	$704.62K
17	B.O.S.S. Retirement Advisors, LLC	0001964810	14,959	0.38%	▼137	-0.91%	$677.49K
18	Cetera Investment Advisers	0001666741	14,856	0.38%	▼3,474	-18.95%	$672.83K
19	Cambridge Investment Research Advisors, Inc.	0001419186	13,080	0.34%	0	0.00%	$592
20	Mariner, LLC	0001373442	11,973	0.31%	▼5,516	-31.54%	$542.26K

Showing 1 to 20 of 44 holders