Belpointe PREP, LLC

OZNYSE

$41.22+0.32 (+0.79% today)

Legend

Insider buy

Insider sell

Congress buy

Congress sell

Hedge Funds
bought vs soldGreener markers show more buyers; redder markers show more sellers.

Company share activityNet buybacksNo changeNet dilution

Marker size reflects transaction size.

Insider buy
Insider sell
Congress buy
Congress sell
Hedge Funds bought vs sold

Share activityNet buybacksNo changeNet dilution

Marker size reflects transaction size. Greener fund markers mean more buyers.

Insider Buy
Insider Sell
Congress Buy
Congress Sell
Hedge funds bought vs sold
BuybackNo changeNet dilution

Belpointe PREP, LLC price and activity chart data

Showing the 1Y range: Oct 6, 2025 to Oct 5, 2026. Price (-36.2%). 0 insider or congressional trades plotted in this window as 0 markers; nearby trades of the same kind are grouped.

Transactions plotted on the price chart
Date	Category	Person	Role	Action	Amount	Change in holding

Largest institutional holders

13F · Q2 2026

Fund	% of company held	Value	% of portfolio	Quarterly activity
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	20251.44%	$10.9M	0.16%	Reduce 2.28%
Precision Wealth Strategies, LLC	19746.03%	$10.6M	3.21%	Reduce 2.36%
Belpointe Asset Management LLC	18283.82%	$9.86M	0.32%	Reduce 3.91%
Osaic Holdings, Inc.	7904.81%	$4.26M	0.01%	Not reported
United Asset Strategies, Inc.	7454.86%	$4.02M	0.28%	Reduce 0.71%
Brookwood Investment Group LLC	3024.48%	$1.63M	0.18%	Reduce 4.95%
Cambridge Investment Research Advisors, Inc.	2198.09%	$1.18M	0.00%	Not reported
LPL Financial LLC	2144.06%	$1.16M	0.00%	Not reported
Mason & Associates Inc	2070.37%	$1.12M	0.18%	Not reported
Wealth Alliance, LLC	1930.81%	$1.04M	0.09%	Not reported
Lido Advisors, LLC	1925.10%	$1.04M	0.00%	Reduce 64.10%
Sheets Smith Wealth Management	1830.32%	$987K	0.10%	Not reported
Robertson Stephens Wealth Management, LLC	1781.58%	$960K	0.02%	Not reported
Rockefeller Capital Management L.P.	1542.70%	$832K	0.00%	Not reported
Navis Wealth Advisors, LLC	1363.39%	$735K	0.28%	Not reported
Keystone Wealth Services, LLC	1307.26%	$705K	0.13%	Not reported
B.O.S.S. Retirement Advisors, LLC	1256.93%	$677K	0.18%	Not reported
Cetera Investment Advisers	1248.27%	$673K	0.00%	Not reported
Mariner, LLC	1006.03%	$542K	0.00%	Not reported
Hopwood Nicholas Hunter	645.14%	$348K	0.10%	Not reported
Mutual Advisors, LLC	630.19%	$340K	0.01%	Not reported
Tounjian Advisory Partners, LLC	527.09%	$284K	0.12%	New Not reported
Lane Brothers & Co Inc	519.86%	$280K	0.18%	Not reported
Foundations Investment Advisors, LLC	508.52%	$274K	0.00%	Reduce 24.48%
Walser Wealth Management Company, A Ltd Liability Co	508.52%	$274K	0.11%	Not reported
Brown Advisory Inc	471.46%	$254K	0.00%	Not reported
Kingswood Wealth Advisors, LLC	448.44%	$242K	0.01%	Not reported
NewEdge Wealth, LLC	443.74%	$239K	0.00%	Not reported
Outlook Wealth Advisors, LLC	419.79%	$226K	0.05%	Not reported
SMART Wealth LLC	414.83%	$224K	0.05%	Not reported
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors	409.12%	$221K	0.01%	Not reported
Accurate Wealth Management, LLC	382.90%	$206K	0.02%	Reduce 0.02%
UBS Group AG	337.11%	$182K	0.00%	Not reported
CENTRAL TRUST Co	327.61%	$177K	0.00%	New Not reported
Abound Wealth Management	306.27%	$165K	0.03%	Not reported
Morgan Stanley	269.89%	$145K	0.00%	Not reported
REAP Financial Group, LLC	81.50%	$43.9K	0.01%	Not reported
BNP Paribas Financial Markets	50.42%	$27.2K	0.00%	Not reported
Obsidian Cio, LLC	24.54%	$13.2K	0.01%	Reduce 21.72%
Jones Financial Companies LLLP	0.84%	$451	0.00%	Not reported
Royal Bank of Canada	0.42%	$0	0.00%	Not reported

End of history · 41 holders

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