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Belpointe PREP, LLC

OZ
Exchange
NYSE
Industry
Real Estate
SEC CIK
0001807046

No open-market purchases or sales by Belpointe PREP, LLC insiders were filed in the last 90 days; 44 institutions reported holding it in 13F filings for Q2 2026, worth $58.3M in total; no superinvestor holds it.

Key figures

Insider buysOpen market, last 90 days
0
Insider sellsOpen market, last 90 days
0
13F holdersQ2 2026, −2 vs. previous quarter
44
13F valueReported value at the end of Q2 2026
$58.3M
Superinvestors holdingAt the end of Q2 2026
0

Price chart

Superinvestors holding OZ, Q2 2026

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No superinvestor reported holding OZ at the end of Q2 2026.

Latest insider trades

Open-market purchases and sales by Belpointe PREP, LLC insiders from Form 4, newest first.

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No open-market purchases or sales by Belpointe PREP, LLC insiders are on file.

Top 10 13F holders, Q2 2026

The largest institutional positions in Belpointe PREP, LLC at the end of Q2 2026; share changes are against Q1 2026.

See all 44 holders
Institutions holding OZ in Q2 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management241,017$10.9M0.16%−5,614−2.3%Reduced
Precision Wealth Strategies, LLC235,002$10.6M3.21%−5,687−2.4%Reduced
Belpointe Asset Management LLC217,600$9.86M0.32%−8,858−3.9%Reduced
Advisor Group Holdings, Inc.94,077$4.26M0.01%00.0%Unchanged
United Asset Strategies, Inc.88,722$4.02M0.28%−632−0.7%Reduced
Brookwood Investment Group LLC35,995$1.63M0.19%−1,876−5.0%Reduced
Cambridge Investment Research Advisors, Inc.26,160$1.18M0.00%+13,080+100.0%Added
LPL Financial LLC25,517$1.16M0.00%+9,064+55.1%Added
Mason & Associates Inc24,640$1.12M0.18%−700−2.8%Reduced
Wealth Alliance22,979$1.04M0.09%00.0%Unchanged