Belpointe PREP, LLC - Class A Units (OZ)

Historical Holders from Q4 2021 to Q3 2025

Symbol
OZ on NYSE
Type / Class
Equity / Class A Units
Shares outstanding
3.65M
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares, excl. options
1.36M
Holdings value
$86.8M
% of all portfolios
0.001%
Grand Portfolio weight change
+0%
Number of holders
43
Number of buys
9
Number of sells
-15
Average Value change %
+0%
Average buys %
+0%
Average sells %
0%
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of Belpointe PREP, LLC - Class A Units (OZ)

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 7.03% $15.8M 256K Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 31 Dec 2024
Precision Wealth Strategies, LLC 6.5% $14.5M 236K Precision Wealth Strategies, LLC 24 Nov 2021

Institutional Holders of Belpointe PREP, LLC - Class A Units (OZ)

Period Reported Shares, Excl. Options Value, Excl. Options Change Price Investors
2025 Q3 1.36M $86.8M +$1.39M $64.00 43
2025 Q2 1.38M $88.2M +$2.1M $64.01 43
2025 Q1 1.35M $86.8M -$6.19M $64.50 44
2024 Q4 1.39M $103M +$2.67M $77.40 47
2024 Q3 1.34M $92.5M +$6.92M $69.02 40
2024 Q2 1.24M $72.2M +$1.53M $57.90 33
2024 Q1 1.25M $76.1M -$4.44M $60.89 37
2023 Q4 1.3M $99.9M +$4.51M $77.25 42
2023 Q3 1.19M $102M -$17.1M $85.70 39
2023 Q2 1.39M $120M -$1.18M $86.04 38
2023 Q1 1.37M $128M -$2.68M $93.80 42
2022 Q4 1.45M $145M +$2.3M $100.00 47
2022 Q3 1.39M $122M +$14.3M $84.46 34
2022 Q2 1.22M $118M +$24.1M $97.72 31
2022 Q1 971K $97M +$8.78M $99.90 25
2021 Q4 883K $88.4M +$87M $100.06 25