Who Owns Belpointe PREP LLC Stock?
NYSE: OZFinanceReal EstateUSD
Market open · Delayed 15 min · as of Oct 14, 1:38 PM ET
Ownership breakdown
- Held by institutions
- 33.84%
- Held by insiders
- 0.01%
- Institutional holders
- 49
- Institutions 33.8%
- Insiders 0.0%
- Public and other 66.2%
Who owns Belpointe PREP LLC stock?
Institutional investors own about 33.8% of Belpointe PREP LLC's shares, spread across 49 institutions that file 13F reports. That level of institutional ownership is relatively low, leaving more of the stock with retail investors and insiders. Insiders, including executives, directors and large founding shareholders, hold 0.01% of OZ.
The largest institutional holders are Empirical Financial Services, LLC (6.10%), Precision Wealth Strategies, LLC (5.94%) and Belpointe Asset Management LLC (5.50%). Together, the top 10 institutions control 25.5% of shares outstanding. In their latest filings, 1 of the top 10 institutions increased their OZ positions and 7 reduced them.
Summary generated from market data by MetaCap's automated system. Methodology
Top institutional holders of OZ
| Institution | Shares | % Held | Change |
|---|---|---|---|
| Empirical Financial Services, LLC | 241.02K | 6.10% | -2.3% |
| Precision Wealth Strategies, LLC | 235.00K | 5.94% | -2.4% |
| Belpointe Asset Management LLC | 217.60K | 5.50% | -3.9% |
| Osaic Holdings Inc. | 94.08K | 2.38% | 0.0% |
| United Asset Strategies, Inc. | 88.72K | 2.24% | -0.7% |
| Brookwood Investment Group LLC | 35.99K | 0.91% | -5.0% |
| LPL Financial LLC | 25.52K | 0.65% | +55.1% |
| Mason & Associates Inc | 24.64K | 0.62% | -2.8% |
| Wealth Alliance, LLC | 22.98K | 0.58% | 0.0% |
| Lido Advisors, LLC | 22.91K | 0.58% | -64.1% |
% held is the share of total shares outstanding. Change is the percentage change in the position since the holder's previous 13F filing.
Top mutual fund and ETF holders of OZ
| Fund | Shares | % Held |
|---|---|---|
| Victory Portfolios III-Victory Extended Market Index Fund | 451 | 0.01% |
Frequently asked questions
Who is the largest shareholder of Belpointe PREP LLC?
Empirical Financial Services, LLC is the largest institutional shareholder of OZ, owning 6.10% of shares outstanding (241.02K shares) as of its latest 13F filing.
What percentage of Belpointe PREP LLC is owned by institutions?
Institutions own about 33.8% of OZ shares and 33.8% of the public float.
How much of Belpointe PREP LLC do insiders own?
Insiders, such as officers and directors, own about 0.01% of OZ shares outstanding.
Where does institutional ownership data come from?
Investment managers with more than $100 million in US equities must file Form 13F with the SEC within 45 days of each quarter-end. Holdings are therefore up to about 4.5 months old when published.