Belpointe PREP, LLC

NYSEAM:OZ Stock Report

Market Cap: US$288.1m

Belpointe PREP Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of OZ?
Owner TypeNumber of SharesOwnership Percentage
Individual Insiders100,0022.67%
Institutions1,325,31835.4%
General Public2,321,77462%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 36.72% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
7.96%
Belpointe Asset Management LLC
298,385US$22.9m4.65%1.39%
7%
Empirical Wealth Management, LLC
262,218US$20.2m-0.07%0.58%
6.31%
Precision Wealth Strategies, LLC
236,491US$18.2m-0.73%15.87%
2.67%
Brandon Lacoff
100,002US$7.7m0%no data
2.36%
United Asset Strategies Inc.
88,531US$6.8m0%0.61%
1.47%
Advisor Group Holdings, Inc., Asset Management Arm
55,000US$4.2m0%0.05%
1.23%
Fountainhead AM, LLC
46,211US$3.6m10.2%0.72%
1.15%
CW Advisors, LLC
43,221US$3.3m0%0.04%
0.82%
Atomi Financial Group, Inc.
30,786US$2.4m15.2%0.14%
0.76%
Wealth Alliance, LLC
28,474US$2.2m0%1.05%
0.67%
Mariner, LLC
25,128US$1.9m0%no data
0.57%
Robertson Stephens Wealth Management, LLC
21,424US$1.6m0%0.06%
0.46%
Lloyd Advisory Services, LLC
17,158US$1.3m0%0.63%
0.45%
LPL Financial Corporation, Asset Management Arm
16,888US$1.3m-0.09%no data
0.45%
Rockefeller & Co. LLC
16,785US$1.3m0%no data
0.44%
Kestra Advisory Services, LLC
16,349US$1.3m0%0.01%
0.42%
Laidlaw Wealth Management LLC
15,890US$1.2m0%0.57%
0.42%
Keystone Wealth Services, LLC
15,558US$1.2m0%0.32%
0.26%
Mason & Associates, Llc , Asset Management Arm
9,700US$745.7k0%0.18%
0.16%
SMART Wealth, LLC
5,960US$458.2k0%0.18%
0.15%
Citadel Advisors LLC
5,705US$438.6k0%no data
0.14%
Synergy Asset Management, LLC
5,225US$401.7k0%0.06%
0.13%
Outlook Wealth Advisors, LLC
4,996US$384.1k0%0.11%
0.13%
UBS Asset Management AG
4,950US$380.5k-37.8%no data
0.13%
C2P Capital Advisory Group, LLC
4,913US$377.7k0%0.03%

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2024/12/27 04:45
End of Day Share Price 2024/12/27 00:00
Earnings2024/09/30
Annual Earnings2023/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

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Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

Belpointe PREP, LLC is covered by 0 analysts. 0 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution