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
3,646,358
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares, excl. options
1,355,775
Holdings value
$86,763,130
% of all portfolios
0%
Number of holders
43
Number of buys
9
Number of sells
-15
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% $15,723,834 256,339 Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 31 Dec 2024
Precision Wealth Strategies, LLC 6.5% $14,463,727 235,796 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 Value Change Price Investors
2025 Q3 1,355,775 $86,763,130 +$1,390,927 $64.00 43
2025 Q2 1,377,852 $88,236,139 +$2,098,286 $64.01 43
2025 Q1 1,345,091 $86,820,199 -$6,194,575 $64.50 44
2024 Q4 1,385,819 $103,374,761 +$2,666,729 $77.40 47
2024 Q3 1,339,886 $92,483,258 +$6,918,162 $69.02 40
2024 Q2 1,221,883 $71,017,530 +$1,608,123 $57.90 32
2024 Q1 1,249,354 $76,072,925 -$4,384,733 $60.89 37
2023 Q4 51,614 $3,987,182 +$156,431 $77.25 2
2023 Q3 1,186,350 $101,700,686 -$17,084,028 $85.70 38
2023 Q2 1,385,598 $119,195,830 -$1,179,209 $86.04 37
2023 Q1 1,364,029 $127,998,391 -$2,437,682 $93.80 41
2022 Q4 1,443,170 $144,315,002 +$2,296,071 $100.00 46
2022 Q3 1,388,207 $122,142,916 +$14,287,280 $84.46 34
2022 Q2 1,218,137 $118,333,908 +$24,109,272 $97.72 31
2022 Q1 971,350 $97,038,142 +$8,779,365 $99.90 25
2021 Q4 883,127 $88,367,429 +$87,039,422 $100.06 25