Belpointe PREP, LLC(OZ)— Stock Profile, AI Score & Financials

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

OZ key financials by period

Belpointe PREP, LLC reported revenue, net income and margins by fiscal period, from SEC filings.
PeriodFormRevenueNet incomeOperating margin
FY 202510-K$9.2M$-40.0M
FY 202410-K$2.7M$-23.9M
FY 202310-K/A$2.3M$-14.4M
FY 202210-K/A$1.4M$-7.7M
FY 202110-K$997.0K$-3.1M
FY 202010-K$101.0K$-112.0K

Institutions holding OZ

Institutional investors reporting a position in Belpointe PREP, LLC on SEC Form 13F.
InstitutionSharesValueReported
Empirical Financial Services, d.b.a. Empirical Wealth Ma241,017$10.9M2026-06-30
Precision Wealth Strategies235,002$10.6M2026-06-30
Belpointe Asset Management217,600$9.9M2026-06-30
OSAIC94,077$4.3M2026-06-30
United Asset Strategies88,722$4.0M2026-06-30
Brookwood Investment Group35,995$1.6M2026-06-30
LPL Financial25,517$1.2M2026-06-30
Mason & Associates24,640$1.1M2026-06-30
WEALTH ALLIANCE22,979$1.0M2026-06-30
Lido Advisors22,911$1.0M2026-06-30
OZ

Belpointe PREP, LLC

OZ
NYSESmall CapReal Estate

13F Pro Quality Score

29.1/100

Rank #2,537 of 2,961 stocks

View Real Estate peers →

Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Nov 14, 2026.

Revenue Growth

98.3/100

Profitability

4.4/100

Balance Sheet

19.2/100

Earnings Quality

4.3/100

Free Cash Flow

4.9/100

Institutional Flow

6.7/100

Revenue Scale

3.0/100

Dilution Risk

94.7/100

Price Chart

Email me the moment this company reports earnings
AI Research Report
Two-page plain-English analysis: business, thesis, and three scenarios for the next two years. Refreshed every quarter.
Upgrade to Pro
Pro: 5 reports/month · Pro+: unlimitedOpinion, not investment advice. Do your own research.
Reading the latest SEC filing… (first load can take ~20s)

Key Metrics

Revenue

Q2 2026
EDGAR

$5.37M

Net Income

Q2 2026
EDGAR

$-9.24M

EPS (Diluted)

Q2 2026
EDGAR

$-2.37

Financial Trends

Revenue & Net Income

Earnings Per Share

Loading ratio trend…