Company · Ownership research

Belpointe PREP, LLC OZ

CIK 0001807046 · CUSIP 080694102

Insider tradingInitial holdingsInstitutional holders

Quarter-end disclosures, not live holdings.

This page lists the top 20 of 45 rows by value; the complete set is available through the API.

Some filings reported values in thousands; those figures were scaled ×1,000 to dollars.

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	$19.67M 307,231 shares	0.82%	+737(+0.20%)Added	SEC filing ↗ Jul 22, 2025	▾
02	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 1510434 · View history	$16.08M 251,255 shares	0.36%	-443(-0.20%)Reduced	SEC filing ↗ Jul 21, 2025	▾
03	Precision Wealth Strategies, LLC CIK 1844197 · View history	$15.61M 243,931 shares	5.07%	0(0.00%)Unchanged	SEC filing ↗ Jul 18, 2025	▾
04	United Asset Strategies, Inc. CIK 1539948 · View history	$5.49M 85,818 shares	0.47%	-155(-0.20%)Reduced	SEC filing ↗ Aug 8, 2025	▾
05	OBSIDIAN CIO, LLC CIK 1843581 · View history	$4.00M 62,565 shares	0.58%	+2.96K(+5.00%)Added	SEC filing ↗ Aug 7, 2025	▾
06	OSAIC HOLDINGS, INC. CIK 1677044 · Amended · View history	$3.61M 56,347 shares	0.01%	+56.35KNew	SEC filing ↗ Sep 4, 2025	▾
07	CW Advisors, LLC CIK 1904976 · View history	$2.81M 43,940 shares	0.03%	0(0.00%)Unchanged	SEC filing ↗ Aug 13, 2025	▾
08	WEALTH ALLIANCE, LLC CIK 1793904 · View history	$1.82M 28,474 shares	0.20%	0(0.00%)Unchanged	SEC filing ↗ Aug 8, 2025	▾
09	Brookwood Investment Group LLC CIK 2066812 · View history	$1.65M 25,761 shares	0.27%	-12.44K(-32.60%)Reduced	SEC filing ↗ Aug 1, 2025	▾
10	Mariner, LLC CIK 1373442 · View history	$1.55M 24,139 shares	0.00%	0(0.00%)Unchanged	SEC filing ↗ Aug 14, 2025	▾
11	Robertson Stephens Wealth Management, LLC CIK 1767307 · View history	$1.37M 21,424 shares	0.05%	0(0.00%)Unchanged	SEC filing ↗ Jul 24, 2025	▾
12	UBS Group AG CIK 1610520 · View history	$1.14M 17,743 shares	0.00%	-2.10K(-10.60%)Reduced	SEC filing ↗ Aug 14, 2025	▾
13	Rockefeller Capital Management L.P. CIK 1739439 · Amended · View history	$1.07M 16,785 shares	0.00%	0(0.00%)Unchanged	SEC filing ↗ Aug 14, 2025	▾
14	LPL Financial LLC CIK 1403438 · View history	$1.05M 16,478 shares	0.00%	0(0.00%)Unchanged	SEC filing ↗ Aug 12, 2025	▾
15	U.S. Capital Wealth Advisors, LLC CIK 1808915 · View history	$1.02M 15,890 shares	0.03%	0(0.00%)Unchanged	SEC filing ↗ Jul 14, 2025	▾
16	Keystone Wealth Services, LLC CIK 1866189 · View history	$995.87K 15,558 shares	0.24%	0(0.00%)Unchanged	SEC filing ↗ Jul 9, 2025	▾
17	B.O.S.S. Retirement Advisors, LLC CIK 1964810 · View history	$970.65K 15,164 shares	0.24%	0(0.00%)Unchanged	SEC filing ↗ Jul 18, 2025	▾
18	Cambridge Investment Research Advisors, Inc. CIK 1419186 · View history	$837.00K 13,080 shares	0.00%	+13.08KNew	SEC filing ↗ Jul 31, 2025	▾
19	Kestra Advisory Services, LLC CIK 1830819 · View history	$627.87K 9,809 shares	0.00%	+120(+1.20%)Added	SEC filing ↗ Aug 15, 2025	▾
20	Innovative Advisory Group, LLC CIK 2156202 · View history	$607.90K 9,497 shares	0.52%	0(0.00%)Unchanged	SEC filing ↗ Sep 23, 2026	▾

Showing 20 / 45 institutions. The complete set is available through the API.

Coverage & totals by quarter

Reporting institutions

Cancelled or null records excluded

Disclosed shares

1,387,349

Not deduplicated across managers

Disclosed value

$88.84M

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 · Q2 2025

Explore all 45 reporting institutions.

This page includes 20 of 45 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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Sources, coverage & how to read this data

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.