Real Estate · NYSE · AI-powered stock analysis, 32-signal quality score, SEC EDGAR financials, and institutional holdings. Updated .
Belpointe PREP, LLC (OZ) stock profile, AI quality score, and SEC EDGAR financial data, a Real Estate sector company. 13F Pro's AI-powered ranking engine scores OZ at 29.1/100 on a 32-signal composite quality model, placing it at rank #2,537 of 2,961 stocks — the bottom half of the AI-ranked universe. OZ scores in the top quartile across revenue growth (98.3). Areas of concern include revenue scale (3.0) and earnings quality (4.3), which score below median versus the broader universe. Based on the latest XBRL financial filings (Q2 2026), Belpointe PREP, LLC reports quarterly revenue of $5.4M, net income of $-9.2M. Top institutional holders of OZ by reported 13-F value include Empirical Financial Services, d.b.a. Empirical Wealth Ma, Precision Wealth Strategies, Belpointe Asset Management, based on the most recent SEC filings. OZ trades on the NYSE exchange and files with the SEC under CIK 1807046. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate OZ daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for Belpointe PREP, LLC directly from SEC EDGAR.
AI Quality Score
29.1/100
AI Rank
#2,537
Revenue
$5.4M
Net Income
$-9.2M
| Period | Form | Revenue | Net income | Operating margin |
|---|---|---|---|---|
| FY 2025 | 10-K | $9.2M | $-40.0M | — |
| FY 2024 | 10-K | $2.7M | $-23.9M | — |
| FY 2023 | 10-K/A | $2.3M | $-14.4M | — |
| FY 2022 | 10-K/A | $1.4M | $-7.7M | — |
| FY 2021 | 10-K | $997.0K | $-3.1M | — |
| FY 2020 | 10-K | $101.0K | $-112.0K | — |
| Institution | Shares | Value | Reported |
|---|---|---|---|
| Empirical Financial Services, d.b.a. Empirical Wealth Ma | 241,017 | $10.9M | 2026-06-30 |
| Precision Wealth Strategies | 235,002 | $10.6M | 2026-06-30 |
| Belpointe Asset Management | 217,600 | $9.9M | 2026-06-30 |
| OSAIC | 94,077 | $4.3M | 2026-06-30 |
| United Asset Strategies | 88,722 | $4.0M | 2026-06-30 |
| Brookwood Investment Group | 35,995 | $1.6M | 2026-06-30 |
| LPL Financial | 25,517 | $1.2M | 2026-06-30 |
| Mason & Associates | 24,640 | $1.1M | 2026-06-30 |
| WEALTH ALLIANCE | 22,979 | $1.0M | 2026-06-30 |
| Lido Advisors | 22,911 | $1.0M | 2026-06-30 |
13F Pro Quality Score
Rank #2,537 of 2,961 stocks
Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Nov 14, 2026.
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