BELPOINTE PREP LLC (OZ) Institutional Ownership and Insiders Activity

BELPOINTE PREP LLC (OZ) is widely held by institutional investors, with 42 firms reporting positions valued at approximately $57.19M based on SEC Form 13F filings for the quarter ended June 30, 2026.

Empirical Financial Services, Llc D.B.A. Empirical Wealth Management is the largest disclosed holder, reporting approximately $10.92M in OZ holdings in its latest filing.

Institutional Holders

42

Total Reported Value

$57.19M

Largest Holder

Empirical Financial Services, Llc D.B.A. Empirical Wealth Management

Largest Position

$10.92M

Insider Transactions (90d)

0

Latest Filing Quarter

Q2 2026

New Institutional Positions

4

Funds Exiting Positions

7