Who owns Belpointe PREP, LLC?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of OZ from SEC Form 13F filings across 44 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 44 institutions disclosed 1.3M shares of Belpointe PREP, LLC worth $56.8M — about 32.4% of shares outstanding; the largest disclosed holder is Empirical Financial Services, LLC d.b.a. Empirical Wealth Management. Source: SEC Form 13F filings, parsed by EvidInvest.
44
13F holders
$56.8M
value, 2026 filers
32.4%
of shares outstanding (1.3M sh)
6
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of OZ's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 241,017 | $10.9M | 0.2% | 6.2% | -2.3% |
| 2 | Precision Wealth Strategies, LLC | 235,002 | $10.6M | 3.2% | 6% | -2.4% |
| 3 | Belpointe Asset Management LLC | 217,600 | $9.9M | 0.3% | 5.6% | -3.9% |
| 4 | OSAIC HOLDINGS, INC. | 94,077 | $4.3M | 0.0% | 2.4% | 0.0% |
| 5 | United Asset Strategies, Inc. | 88,722 | $4.0M | 0.3% | 2.3% | -0.7% |
| 6 | Brookwood Investment Group LLC | 35,995 | $1.6M | 0.2% | 0.9% | -5.0% |
| 7 | LPL Financial LLC | 25,517 | $1.2M | 0.0% | 0.7% | +55.1% |
| 8 | Mason & Associates Inc | 24,640 | $1.1M | 0.2% | 0.6% | -2.8% |
| 9 | WEALTH ALLIANCE, LLC | 22,979 | $1.0M | 0.1% | 0.6% | 0.0% |
| 10 | Lido Advisors, LLC | 22,911 | $1.0M | 0.0% | 0.6% | -64.1% |
| 11 | SHEETS SMITH WEALTH MANAGEMENT | 21,783 | $986,552 | 0.1% | 0.6% | 0.0% |
| 12 | Robertson Stephens Wealth Management, LLC | 21,203 | $960,284 | 0.0% | 0.5% | 0.0% |
| 13 | Rockefeller Capital Management L.P. | 18,360 | $831,524 | 0.0% | 0.5% | 0.0% |
| 14 | Navis Wealth Advisors, LLC | 16,226 | $734,876 | 0.3% | 0.4% | 0.0% |
| 15 | Arax Advisory PartnersNEW | 15,890 | $719,658 | 0.0% | 0.4% | new |
| 16 | Keystone Wealth Services, LLC | 15,558 | $704,622 | 0.1% | 0.4% | 0.0% |
| 17 | B.O.S.S. Retirement Advisors, LLC | 14,959 | $677,493 | 0.2% | 0.4% | -0.9% |
| 18 | Cetera Investment Advisers | 14,856 | $672,828 | 0.0% | 0.4% | -19.0% |
| 19 | Cambridge Investment Research Advisors, Inc. | 13,080 | $592 | 0.0% | 0.3% | 0.0% |
| 20 | Mariner, LLC | 11,973 | $542,257 | 0.0% | 0.3% | -31.5% |
| 21 | Hopwood Nicholas HunterNEW | 7,678 | $347,737 | 0.1% | 0.2% | new |
| 22 | Mutual Advisors, LLC | 7,500 | $339,675 | 0.0% | 0.2% | 0.0% |
| 23 | TOUNJIAN ADVISORY PARTNERS, LLCNEW | 6,273 | $284,104 | 0.1% | 0.2% | new |
| 24 | LANE BROTHERS & CO INC | 6,187 | $280,209 | 0.2% | 0.2% | 0.0% |
| 25 | Foundations Investment Advisors, LLC | 6,052 | $274,095 | 0.0% | 0.2% | -24.5% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.