Belpointe Asset Management LLC Belpointe Prep, LLC Transaction History
Belpointe Asset Management LLC
- $2.9 Billion
- Q4 2025
A detailed history of Belpointe Asset Management LLC transactions in Belpointe Prep, LLC stock. As of the latest transaction made, Belpointe Asset Management LLC holds 219,217 shares of OZ stock, worth $13.3 Million. This represents 0.46% of its overall portfolio holdings.
Number of Shares
219,217
Previous 306,367
28.45%
Holding current value
$13.3 Million
Previous $19.6 Million
32.09%
% of portfolio
0.46%
Previous 0.84%
Shares
16 transactions
Others Institutions Holding OZ
# of Institutions
51Shares Held
1.37MCall Options Held
0Put Options Held
0-
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management248KShares$15.1 Million0.28% of portfolio
-
Precision Wealth Strategies, LLC247KShares$15 Million5.92% of portfolio
-
United Asset Strategies, Inc. Garden City, NY89.4KShares$5.43 Million0.39% of portfolio
-
Fountainhead Am, LLC Warren, NJ62.4KShares$3.79 Million0.56% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ56.3KShares$3.42 Million0.01% of portfolio
About Belpointe PREP, LLC
- Ticker OZ
- Exchange NYSE
- Sector Real Estate
- Industry Real Estate—Development
- Shares Outstandng 3,413,450
- Market Cap $207M
- Description
- Belpointe PREP, LLC focuses on identifying, acquiring, developing or redeveloping, and managing commercial real estate properties in the United States. It also intends to invest in and manage a real estate-related assets, including commercial real estate loans and mortgages; and debt and equity securities issued by other real estate-related comp...