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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 $57.7M in total; no superinvestor holds it.

Q4 2025 vs. Q3 2025

How the institutions holding Belpointe PREP, LLC changed between Q3 2025 and Q4 2025.

All holders in Q4 2025All holders in Q3 2025

13F holders of OZ: Q3 2025 compared with Q4 2025
MeasureQ3 2025Of which not filed for Q4 2025Q4 2025Change
Holders45149+5
Shares1.37M3.57K1.30M−58.9K (−4.3%)
Value$87.4M$228.7K$84.7M−$2.42M (−2.8%)

1 institution that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (7)

Institutions that held Belpointe PREP, LLC at the end of Q4 2025 but not at the end of Q3 2025.

Institutions new to OZ in Q4 2025
InstitutionSharesValue% of portfolio
Lido Advisors, LLC64,223$4.18M0.02%
Renaissance Technologies LLC8,600$559.3K0.00%
Hopwood Nicholas Hunter7,678$499.3K0.16%
Lane Brothers & Co Inc6,187$402.3K0.29%
Walser Wealth Management Company, A Ltd Liability Co6,052$393.6K0.21%
Susquehanna International Group, LLP3,386$220.2K0.00%
Northwestern Mutual Wealth Management Co400$26.0K0.00%

Sold out (2)

Institutions that held Belpointe PREP, LLC at the end of Q3 2025 and filed for Q4 2025 without it.

Institutions that sold out of OZ in Q4 2025
InstitutionShares, Q3 2025Value, Q3 2025
Hilltop Holdings Inc.30,700$1.96M
Commonwealth Equity Services, LLC3,900$250.0K

Not filed for Q4 2025 yet (1)

Institutions that held Belpointe PREP, LLC at the end of Q3 2025 and haven't filed a 13F for Q4 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding OZ in Q3 2025 that haven't filed for Q4 2025
InstitutionShares, Q3 2025Value, Q3 2025
Lokken Investment Group LLC3,574$228.7K