Belpointe PREP, LLC
OZ· NYSE
OZBelpointe PREP, LLC
Who holds Belpointe PREP, LLC, from the managers’ Form 13F reports for the quarter ended Jun 30, 2026.
Form 13F covers managers with $100 million or more. Positions are as of the quarter end and filed up to 45 days later; the latest quarter fills in as reports land.
| Manager | Shares | Change | Value | Of portfolio | Filed |
|---|---|---|---|---|---|
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 241K | −2.3% | $10.9M | 0.2% | Jul 15, 2026 |
| Precision Wealth Strategies, LLC | 235K | −2.4% | $10.6M | 3.2% | Aug 10, 2026 |
| Belpointe Asset Management LLC | 217.6K | −3.9% | $9.9M | 0.3% | Jul 31, 2026 |
| Osaic Holdings, Inc. | 94.1K | ±0% | $4.3M | 0.1% | Aug 14, 2026 |
| United Asset Strategies, Inc. | 88.7K | −0.7% | $4M | 0.3% | Jul 13, 2026 |
| Brookwood Investment Group LLC | 36K | −5.0% | $1.6M | 0.2% | Jul 23, 2026 |
| LPL Financial LLC | 25.5K | +55.1% | $1.2M | 0.1% | Aug 7, 2026 |
| Mason & Associates Inc | 24.6K | −2.8% | $1.1M | 0.2% | Jul 23, 2026 |
| Wealth Alliance, LLC | 23K | ±0% | $1M | 0.1% | Aug 11, 2026 |
| Lido Advisors, LLC | 22.9K | −64.1% | $1M | 0.1% | Aug 7, 2026 |
| Sheets Smith Wealth Management | 21.8K | ±0% | $986.6K | 0.1% | Jul 13, 2026 |
| Robertson Stephens Wealth Management, LLC | 21.2K | ±0% | $960.3K | 0.1% | Jul 29, 2026 |
| Rockefeller Capital Management L.P. | 18.4K | ±0% | $831.5K | 0.1% | Aug 13, 2026 |
| Navis Wealth Advisors, LLC | 16.2K | ±0% | $734.9K | 0.3% | Aug 14, 2026 |
| Arax Advisory Partners | 15.9K | New | $719.7K | 0.1% | Aug 10, 2026 |
| Keystone Wealth Services, LLC | 15.6K | ±0% | $704.6K | 0.1% | Aug 5, 2026 |
| B.O.S.S. Retirement Advisors, LLC | 15K | −0.9% | $677.5K | 0.2% | Jul 20, 2026 |
| Cetera Investment Advisers | 14.9K | −19.0% | $672.8K | 0.1% | Aug 12, 2026 |
| Mariner, LLC | 12K | −31.5% | $542.3K | 0.1% | Aug 13, 2026 |
| Innovative Advisory Group, LLC | 9K | ±0% | $407.5K | 0.3% | Sep 22, 2026 |
| Hopwood Nicholas Hunter | 7.7K | ±0% | $347.7K | 0.1% | Aug 14, 2026 |
| Mutual Advisors, LLC | 7.5K | ±0% | $339.7K | 0.1% | Aug 14, 2026 |
| Tounjian Advisory Partners, LLC | 6.3K | New | $284.1K | 0.1% | Aug 7, 2026 |
| Lane Brothers & Co Inc | 6.2K | ±0% | $280.2K | 0.2% | Aug 5, 2026 |
| Foundations Investment Advisors, LLC | 6.1K | −24.5% | $274.1K | 0.1% | Aug 14, 2026 |
| Walser Wealth Management Company, A Ltd Liability Co | 6.1K | ±0% | $274.1K | 0.1% | Jul 24, 2026 |
| Brown Advisory Inc | 5.6K | ±0% | $254.1K | 0.1% | Aug 14, 2026 |
| Kingswood Wealth Advisors, LLC | 5.3K | ±0% | $241.7K | 0.1% | Jul 27, 2026 |
| NewEdge Wealth, LLC | 5.3K | ±0% | $239.2K | 0.1% | Aug 10, 2026 |
| Outlook Wealth Advisors, LLC | 5K | ±0% | $226.3K | 0.1% | Aug 3, 2026 |
| SMART Wealth LLC | 4.9K | ±0% | $223.6K | 0.1% | Aug 6, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 4.9K | ±0% | $220.5K | 0.1% | Jul 20, 2026 |
| Accurate Wealth Management, LLC | 4.6K | −0.0% | $206K | 0.1% | Jul 15, 2026 |
| UBS Group AG | 4K | +17.3% | $181.7K | 0% | Aug 13, 2026 |
| CENTRAL TRUST Co | 3.9K | New | $176.6K | 0.1% | Jul 31, 2026 |
| Abound Wealth Management | 3.6K | ±0% | $165.1K | 0.1% | Jul 10, 2026 |
| Morgan Stanley | 3.2K | ±0% | $145.5K | 0% | Aug 13, 2026 |
| REAP Financial Group, LLC | 970 | ±0% | $43.9K | 0.1% | Aug 4, 2026 |
| BNP Paribas Financial Markets | 600 | New | $27.2K | 0% | Aug 13, 2026 |
| Eastern Bank | 593 | ±0% | $26.9K | 0.1% | Jul 1, 2026 |
| Fountainhead AM, LLC | 292 | −21.7% | $13.2K | 0.1% | Aug 3, 2026 |
| Cambridge Investment Research Advisors, Inc. | 13.1K | ±0% | $592 | 0.1% | Jul 27, 2026 |
| Jones Financial Companies LLLP | 10 | +42.9% | $451 | 0% | Aug 14, 2026 |
| Royal Bank of Canada | 5 | ±0% | $0 | 0% | Aug 14, 2026 |
