Belpointe PREP LLC

OZ · NYSE American

$36.25+$0.00 (+0.00%)TodayMarket closed ·
Prev close $36.25

Who owns OZ

Largest institutional holders, from their latest 13F filings

The 10 largest institutions hold 25.7% of OZ’s shares.

  • Empirical Wealth Management6.0%
  • Precision Wealth Strategies, LLC5.9%
  • Belpointe Asset Management LLC5.4%
  • Osaic Holdings, Inc.2.4%
  • Next 6 largest institutions6.0%
  • All other shareholders74.3%
Top institutional holders of OZ
HolderShares% of shares
Empirical Wealth Management241.02K6.03%
Precision Wealth Strategies, LLC235.00K5.88%
Belpointe Asset Management LLC217.60K5.44%
Osaic Holdings, Inc.94.08K2.35%
United Asset Strategies, Inc.88.72K2.22%
CW Advisors, LLC43.94K1.10%
Brookwood Investment Group LLC35.99K0.90%
LPL Financial LLC25.52K0.64%
Mason & Associates, Inc.24.64K0.62%
Wealth Alliance22.98K0.57%

Largest mutual fund holders

Top mutual fund holders of OZ
HolderShares% of shares
Victory Extended Market Index Fund4390.01%

Short interest

Settled Sep 30, 2026

Shares short
108.09K
Days to cover
4.47
% of shares outstanding
2.70%
Average daily volume
24.18K
Change since last report
−11.1%

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