Belpointe Prep, LLC OZ
We take great care to ensure that the data presented and summarized in this overview for Belpointe PREP, LLC is accurate and up-to-date, based on a comprehensive analysis of 13F filing forms for institutional ownership and form 4 filings for insider transactions. Please note that this data may differ from other sources and should not be relied upon as the sole basis for investment decisions.
Top Institutions Holding OZ
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Belpointe Asset Management LLC282KShares$16.7 Million1.39% of portfolio
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Empirical Financial Services, LLC D.B.A. Empirical Wealth Management271KShares$16.1 Million0.5% of portfolio
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Precision Wealth Strategies, LLC241KShares$14.3 Million18.79% of portfolio
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United Asset Strategies, Inc. Garden City, NY94.3KShares$5.59 Million0.58% of portfolio
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Lincoln National Corp55KShares$3.26 Million0.05% of portfolio
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Fountainhead Am, LLC Warren, NJ40.7KShares$2.42 Million0.61% of portfolio
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Ratio Wealth Group Denver, CO36.8KShares$2.18 Million0.43% of portfolio
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Wealth Alliance Mellville, NY28.5KShares$1.69 Million0.23% of portfolio
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Mariner, LLC Overland Park, KS26KShares$1.54 Million0.0% of portfolio
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Atomi Financial Group, Inc. Irvine, CA18.6KShares$1.1 Million0.1% of portfolio
Latest Institutional Activity in OZ
Top Purchases
Top Sells
About OZ
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 companies, as well as private equity acquisitions and investments and opportunistic acquisitions of other qualified opportunity funds and qualified opportunity zone businesses. Belpointe PREP, LLC was incorporated in 2020 and is based in Greenwich, Connecticut.
Insider Transactions at OZ
Insider Transaction List
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