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.
Holders of 5% or more of OZ
Holders whose latest Schedule 13D or 13G filing reports 5% or more of Belpointe PREP, LLC, largest stake first. The change is against the holder's previous filing.
| Holder | Latest form | Stake | Change | First filed | Latest filing | Filing |
|---|---|---|---|---|---|---|
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 13G/A | 7.03%256.3K shares | – | Jan 28, 20251 filing | Jan 28, 2025 | SEC |
| Precision Wealth Strategies, LLC | 13G | 6.50%235.8K shares | New | Jan 23, 20251 filing | Jan 23, 2025 | SEC |
Stakes are as of each holder's latest filing. Holders whose last filing was in the old format (before December 18, 2024) have no stake on record and are not listed, and after an acquisition or delisting holders usually stop filing.
13D and 13G filings
2 Schedule 13D and 13G filings on Belpointe PREP, LLC, newest first, including old-format filings without a stake.
| Filed (ET) | Filer | Form | Stake | Change | Event date | Filing |
|---|---|---|---|---|---|---|
| Jan 28, 20256:32 PM ET | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 13G/A | 7.03%256.3K shares | – | Dec 31, 2024 | SEC |
| Jan 23, 20252:50 PM ET | Precision Wealth Strategies, LLC | 13G | 6.50%235.8K shares | New | Nov 24, 2021 | SEC |
Form 144: proposed insider sales
Notices from officers, directors and other affiliates planning to sell Belpointe PREP, LLC shares.
No Form 144 notices for Belpointe PREP, LLC are on file.