Who Owns OZ?
Belpointe PREP, LLC Class A Units — Institutional Ownership & 13F Holdings
$50.30
+0.30 (+0.60%)
Market Cap
$186.2M
Shares Outstanding
3,896,184
Institutional Holders
44
Total Inst. Value
$83.3M
% of Float Held
—
QoQ Holder Change
+18
Institutional data as of Q1 2025
New Positions
11
Closed Positions
5
Increased
8
Decreased
6
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Belpointe Asset Management LLC | $19.8M | 306,494 |
| 2 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | $16.2M | 251,698 |
| 3 | Precision Wealth Strategies, LLCNew | $15.7M | 243,931 |
| 4 | United Asset Strategies, Inc. | $5.5M | 85,973 |
| 5 | OBSIDIAN CIO, LLC | $3.8M | 59,601 |
| 6 | CW Advisors, LLC | $2.8M | 43,940 |
| 7 | Brookwood Investment Group LLCNew | $2.5M | 38,205 |
| 8 | WEALTH ALLIANCE, LLC | $1.8M | 28,474 |
| 9 | Robertson Stephens Wealth Management, LLC | $1.4M | 21,424 |
| 10 | UBS Group AG | $1.3M | 19,848 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| Belpointe Asset Management LLC | +8K | $19.8M |
| Precision Wealth Strategies, LLCNew | +244K | $15.7M |
| OBSIDIAN CIO, LLC | +8K | $3.8M |
| Brookwood Investment Group LLCNew | +38K | $2.5M |
| UBS Group AG | +15K | $1.3M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Bison Wealth, LLC | -10K | $329K |
| REAP Financial Group, LLC | -10K | $329K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | -5K | $16.2M |
| Mariner, LLC | -4K | $2K |
| United Asset Strategies, Inc. | -960 | $5.5M |
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Frequently Asked Questions
How many institutional investors hold OZ?
As of Q1 2025, 44 institutional investors report holding OZ (Belpointe PREP, LLC Class A Units) in their 13F filings.
Which hedge fund owns the most OZ?
The largest institutional holder of OZ is Belpointe Asset Management LLC with $19.8M in shares.
Are institutions buying or selling OZ?
This quarter, 11 institutions opened new positions in OZ and 5 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.