Belpointe PREP (OZ)
Develops and operates qualified opportunity-zone commercial and mixed-use real estate.
$44.46
After hours−0.36 (−0.80%)
At close$44.82(+0.34%)
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13F · 13D/G · Form 4
| Institutions | 31.24% | 1.27M shares | |
|---|---|---|---|
| 43 holders · as of Jun 30, 2026 | |||
| Other | 68.76% | 2.79M shares | |
| remainder | |||
4.05M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
This company has 3 share classes; every stake here is a share of the whole company.
13F, as of Jun 30, 2026
43 holders · 1.27M shares · 5 new positions · 8 increased · 13 reduced · 7 closed
| Holder | Shares | % of company | Chg q/q | Filed |
|---|---|---|---|---|
| Empirical Financial Services, LLC D.B.A. Empirical Wealth Management | 241.0K | 5.95% | −5.6K | Jul 15, 2026 |
| Precision Wealth Strategies, LLC | 235.0K | 5.80% | −5.7K | Aug 10, 2026 |
| Belpointe Asset Management LLC | 217.6K | 5.37% | −8.9K | Jul 31, 2026 |
| Advisor Group Holdings, Inc. | 94.1K | 2.32% | 0 | Aug 14, 2026 |
| United Asset Strategies, Inc. | 88.7K | 2.19% | −632 | Jul 13, 2026 |
| Brookwood Investment Group LLC | 36.0K | 0.89% | −1.9K | Jul 23, 2026 |
| LPL Financial LLC | 25.5K | 0.63% | +9.1K | Aug 7, 2026 |
| Mason & Associates Inc | 24.6K | 0.61% | −700 | Jul 23, 2026 |
13D/G · 5% or more, as filed
| Holder | % of class | Shares | Form | Filed |
|---|---|---|---|---|
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 7.03% | 248.1K | 13G | Jan 29, 2026 |
| Precision Wealth Strategies, LLC | 6.50% | 235.8K | 13G | Jan 23, 2025 |
Form 4
Latest trades
Nothing filed in the last 12 months.
House and Senate disclosures
Not reported.