OZ
BELPOINTE PREP LLC
Institutional Ownership · Q4 2025
Filing: Q4 2025BELPOINTE PREP LLC (OZ) is held by 41 institutional investors with combined holdings of $82M. Major holders include Empirical Financial Servi, Precision Wealth Strategi, Belpointe Asset Managemen.
Institutional Holders
41
Total Value
$82.3M
Ownership %
32.5%
🏦 Top Institutional Holders
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
248.1K shares
$16.1M
6.37% ownership
Precision Wealth Strategies, LLC
247.0K shares
$16.1M
6.34% ownership
Belpointe Asset Management LLC
219.2K shares
$14.3M
5.63% ownership
United Asset Strategies, Inc.
89.4K shares
$5.8M
2.29% ownership
Lido Advisors, LLC
64.2K shares
$4.2M
1.65% ownership