Who Owns Belpointe PREP, LLC Class A Units (OZ)?Hedge Fund & Institutional Holders

$53.00+0.88 (+1.68%)Real EstateAMEX

Institutional Holders

49

as of Q4 2025

Total Institutional Value

$1.6059000142550006e+174T

% of Float Held

—

QoQ Change in Holders

+14 / -1

Price History

$49.28$56.98$64.68$72.37$80.07Sep 24Jun 25Mar 26

OZ — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Precision Wealth Strategies, LLCNew Position+247K+$16.1B
Belpointe Asset Management LLCNew Position+219K+$14.3B
United Asset Strategies, Inc.New Position+89K+$5.8B
Brookwood Investment Group LLCNew Position+30K+$1.9B
Mason & Associates IncIncreased+18K+$1.2B
Keystone Wealth Services, LLCNew Position+16K+$1.0B
B.O.S.S. Retirement Advisors, LLCNew Position+15K+$981.0M
Mutual Advisors, LLCNew Position+8K+$487.0M
Outlook Wealth Advisors, LLCNew Position+5K+$324.0M
REAP Financial Group, LLCNew Position+5K+$292.0M
KINGSWOOD WEALTH ADVISORS, LLCNew Position+4K+$278.0M
FULTON BANK, N.A.New Position+4K+$264.0M
EASTERN BANKNew Position+593+$38.0M
Lido Advisors, LLCNew Position+64K+$4.0M
Walser Wealth Management Company, A Ltd Liability CoNew Position+6K+$393K

OZ — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Empirical Financial Services, LLC d.b.a. Empirical Wealth ManagementDecreased-699-$15.9B
Hilltop Holdings Inc.Closed Position-31K-$2.0B
Mariner, LLCDecreased-4K-$1.4B
Robertson Stephens Wealth Management, LLCDecreased-221-$1.4B
CITADEL ADVISORS LLCDecreased-2K-$371.7M
SMART Wealth LLCDecreased-1K-$60.2M
UBS Group AGDecreased-702-$40.8M
BANK OF AMERICA CORP /DE/Decreased-1K-$160K

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Precision Wealth Strategies, LLC246,962$16.1B5.20%Share
2Belpointe Asset Management LLC219,217$14.3B0.51%Share
3United Asset Strategies, Inc.89,354$5.8B0.45%Share
4OSAIC HOLDINGS, INC.56,347$3.0B0.00%Share
5Brookwood Investment Group LLC29,835$1.9B0.23%Share
6Mason & Associates Inc25,440$1.7B0.31%Share
7Keystone Wealth Services, LLC15,558$1.0B0.21%Share
8Rockefeller Capital Management L.P.18,360$1.0B0.00%Share
9B.O.S.S. Retirement Advisors, LLC15,096$981.0M0.31%Share
10Mutual Advisors, LLC7,500$487.0M0.01%Share
11Outlook Wealth Advisors, LLC4,996$324.0M0.07%Share
12SMART Wealth LLC4,937$321.0M0.10%Share
13REAP Financial Group, LLC4,504$292.0M0.06%Share
14KINGSWOOD WEALTH ADVISORS, LLC4,278$278.0M0.01%Share
15UBS Group AG4,248$276.0M0.00%Share
16Texas Yale Capital Corp.4,200$273.0M0.01%Share
17FULTON BANK, N.A.4,060$264.0M0.01%Share
18Abound Wealth Management3,645$237.0M0.06%Share
19EASTERN BANK593$38.0M0.00%Share
20Empirical Financial Services, LLC d.b.a. Empirical Wealth Management248,081$16.1M0.29%Share
21Lido Advisors, LLC64,223$4.0M0.01%Share
22WEALTH ALLIANCE, LLC28,474$1.9M0.18%Share
23Robertson Stephens Wealth Management, LLC21,203$1.4M0.04%Share
24U.S. Capital Wealth Advisors, LLC15,890$1.0M0.03%Share
25Cetera Investment Advisers18,330$1.0M0.00%Share
26Mariner, LLC17,489$1.0M0.00%Share
27LPL Financial LLC16,478$1.0M0.00%Share
28Coppell Advisory Solutions LLC6,150$401K0.00%Share
29Walser Wealth Management Company, A Ltd Liability Co6,052$393K0.21%Share
30C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors4,869$316K0.00%Share
31MONETA GROUP INVESTMENT ADVISORS LLC3,935$00.00%Share
32RENAISSANCE TECHNOLOGIES LLC8,600$00.00%Share
33RAYMOND JAMES FINANCIAL INC3,832$00.00%Share
34SUSQUEHANNA INTERNATIONAL GROUP, LLP3,386$00.00%Share
35Integrated Advisors Network LLC3,350$00.00%Share
36BANK OF AMERICA CORP /DE/2$00.00%Share
37MORGAN STANLEY3,112$00.00%Share
38BANK OF AMERICA CORP /DE/1,502$00.00%Share
39MORGAN STANLEY100$00.00%Share
40MORGAN STANLEY1,354$00.00%Share
41MORGAN STANLEY292$00.00%Share
42Cambridge Investment Research Advisors, Inc.13,080$00.00%Share
43Kestra Advisory Services, LLC10,539$00.00%Share
44AE Wealth Management LLC2,746$00.00%Share
45AE Wealth Management LLC534$00.00%Share
46FOUNDATIONS INVESTMENT ADVISORS, LLC6,052$00.00%Share
47ROYAL BANK OF CANADA5$00.00%Share
48BROWN ADVISORY INC5,611$00.00%Share
49CITADEL ADVISORS LLC4,302$00.00%Share

OZ Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202544$48.5B+18
Q3 202526$29.9B-12
Q2 202538$76.0B-6
Q1 202544$79.7B+6
Q4 202438$22.8T+7
Q3 202431$23.8T+6
Q2 202425$15.2T-1
Q1 202426$254.1T—

Similar Stocks by Institutional Ownership

WELL

Welltower Inc.

PLD

Prologis, Inc.

EQIX

Equinix, Inc.

AMT

American Tower Corporation

DLR

Digital Realty Trust, Inc.

SPG

Simon Property Group, Inc.

O

Realty Income Corporation

RCB

Ready Capital Corporation 6.20% Senior Notes due 2026

As of Q4 2025, 49 institutional investors hold OZ (Belpointe PREP, LLC Class A Units). The largest holder is Precision Wealth Strategies, LLC with $16.1B in shares. This quarter, 14 institutions opened new positions and 1 closed their positions.

Frequently Asked Questions

How many hedge funds own OZ?

As of Q4 2025, 49 institutional investors report holding OZ (Belpointe PREP, LLC Class A Units) in their 13F filings.

Who is the largest institutional holder of OZ?

The largest institutional holder of OZ is Precision Wealth Strategies, LLC with $16.1B in shares.

Is institutional ownership of OZ increasing or decreasing?

This quarter, 14 institutions opened new positions in OZ and 1 closed their positions.