Company · Ownership research

Belpointe PREP, LLC OZ

CIK 0001807046 · CUSIP 080694102

Insider tradingInitial holdings Institutional holders

Quarter-end disclosures, not live holdings.

This page lists the top 20 of 38 rows by value; the complete set is available through the API.

Top 20 institutions

Weight means this stock's share of the manager's own portfolio.

By reported value

#	Manager	Value	Manager weight	Change vs prior	Source
01	Belpointe Asset Management LLC CIK 1721242 · View history	$17.19M 282,334 shares	1.29%	+84.90K(+43.00%)Added	SEC filing ↗ May 8, 2024	▾
02	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 1510434 · View history	$16.50M 270,928 shares	0.51%	-4.21K(-1.50%)Reduced	SEC filing ↗ May 7, 2024	▾
03	Precision Wealth Strategies, LLC CIK 1844197 · View history	$14.69M 241,329 shares	13.89%	0(0.00%)Unchanged	SEC filing ↗ May 1, 2024	▾
04	United Asset Strategies, Inc. CIK 1539948 · View history	$5.74M 94,250 shares	0.57%	-3.47K(-3.50%)Reduced	SEC filing ↗ Apr 23, 2024	▾
05	LINCOLN NATIONAL CORP CIK 59558 · View history	$3.35M 55,000 shares	0.05%	0(0.00%)Unchanged	SEC filing ↗ May 2, 2024	▾
06	OBSIDIAN CIO, LLC CIK 1843581 · View history	$2.48M 40,746 shares	0.61%	+12.83K(+45.90%)Added	SEC filing ↗ Apr 30, 2024	▾
07	Ratio Wealth Group CIK 1971024 · View history	$2.24M 36,790 shares	0.42%	0(0.00%)Unchanged	SEC filing ↗ May 13, 2024	▾
08	WEALTH ALLIANCE, LLC CIK 1793904 · View history	$1.73M 28,474 shares	0.23%	0(0.00%)Unchanged	SEC filing ↗ May 10, 2024	▾
09	Mariner, LLC CIK 1373442 · View history	$1.58M 25,985 shares	0.00%	+2.10K(+8.80%)Added	SEC filing ↗ May 15, 2024	▾
10	REAP Financial Group, LLC CIK 2048581 · View history	$1.29M 21,245 shares	0.35%	-24.41K(-53.50%)Reduced	SEC filing ↗ Feb 27, 2025	▾
11	Compound Planning, Inc. CIK 1978879 · View history	$1.13M 18,583 shares	0.10%	+8.96K(+93.10%)Added	SEC filing ↗ May 7, 2024	▾
12	Rockefeller Capital Management L.P. CIK 1739439 · View history	$1.02M 16,785 shares	0.00%	-1.57K(-8.60%)Reduced	SEC filing ↗ May 14, 2024	▾
13	Kestra Advisory Services, LLC CIK 1830819 · View history	$995.49K 16,349 shares	0.01%	+2.19K(+15.40%)Added	SEC filing ↗ May 15, 2024	▾
14	Keystone Wealth Services, LLC CIK 1866189 · View history	$947.33K 15,558 shares	0.31%	0(0.00%)Unchanged	SEC filing ↗ Apr 12, 2024	▾
15	Mason & Associates Inc CIK 1917686 · View history	$590.63K 9,700 shares	0.16%	0(0.00%)Unchanged	SEC filing ↗ Apr 23, 2024	▾
16	SMART Wealth LLC CIK 2044723 · View history	$362.90K 5,960 shares	0.16%	0(0.00%)Unchanged	SEC filing ↗ Dec 16, 2024	▾
17	AE Wealth Management LLC CIK 1697723 · View history	$319.19K 5,242 shares	0.00%	-64.19K(-92.40%)Reduced	SEC filing ↗ May 15, 2024	▾
18	Cetera Investment Advisers CIK 1666741 · Amended · View history	$318.45K 5,230 shares	0.00%	+5.23KNew	SEC filing ↗ May 24, 2024	▾
19	Synergy Asset Management, LLC CIK 1699080 · View history	$318.15K 5,225 shares	0.05%	0(0.00%)Unchanged	SEC filing ↗ Apr 18, 2024	▾
20	Outlook Wealth Advisors, LLC CIK 1767151 · View history	$304.21K 4,996 shares	0.09%	0(0.00%)Unchanged	SEC filing ↗ Apr 22, 2024	▾

Showing 20 / 38 institutions. The complete set is available through the API.

Coverage & totals by quarter

Reporting institutions

Cancelled or null records excluded

Disclosed shares

1,249,354

Not deduplicated across managers

Disclosed value

$76.07M

Not market cap or free float

Reporting institutions by quarter

Counts also change with data coverage and reporting entities; they do not measure net buying. Distinct managers with a live stock row in this CUSIP; totals may include overlapping filings and are not a share of the company.

Belpointe PREP, LLC · Q1 2024

Explore all 38 reporting institutions.

This page includes 20 of 38 reporting institutions. Log in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.

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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.