Belpointe Asset Management LLC Belpointe Prep, LLC Transaction History
Belpointe Asset Management LLC
- $1.69 Billion
- Q1 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 306,494 shares of OZ stock, worth $20.2 Million. This represents 1.17% of its overall portfolio holdings.
Number of Shares
306,494
Previous 298,385
2.72%
Holding current value
$20.2 Million
Previous $23 Million
14.18%
% of portfolio
1.17%
Previous 1.52%
Shares
13 transactions
Others Institutions Holding OZ
# of Institutions
50Shares Held
1.41MCall Options Held
0Put Options Held
0-
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management252KShares$16.5 Million0.42% of portfolio
-
Precision Wealth Strategies, LLC244KShares$16 Million15.74% of portfolio
-
United Asset Strategies, Inc. Garden City, NY86KShares$5.65 Million0.52% of portfolio
-
Fountainhead Am, LLC Warren, NJ59.6KShares$3.92 Million0.66% of portfolio
-
Congress Wealth Management LLC Boston, MA43.9KShares$2.89 Million0.04% of portfolio
About Belpointe PREP, LLC
- Ticker OZ
- Exchange NYSE
- Sector Real Estate
- Industry Real Estate—Development
- Shares Outstandng 3,413,450
- Market Cap $224M
- 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...