OZ

Belpointe PREP, LLC OZ

NYSESmall CapReal Estate

13F Pro quality score

Rank #2,506 of 2,925

Why it scores 29Real Estate peers →

Rankings refresh quarterly once 80% of peers have filed. Next update: ~Nov 14, 2026.

Revenue

$5.37M

Quarter to Jun 30

Net income

$-9.24M

Quarter to Jun 30

Top Institutional Holders

as of Q2 2026
$57.69M total
Empirical Financial Services, LLC d.b.a. Empirical Wealth Ma
$10.92M-2.3%
Precision Wealth Strategies, LLC
$10.64M-2.4%
Belpointe Asset Management LLC
$9.86M-3.9%
OSAIC HOLDINGS, INC.
$4.26M0.0%
United Asset Strategies, Inc.
$4.02M-0.7%
Brookwood Investment Group LLC
$1.63M-5.0%
LPL Financial LLC
$1.16M+55.1%
Mason & Associates Inc
$1.12M-2.8%
WEALTH ALLIANCE, LLC
$1.04M0.0%
Lido Advisors, LLC
$1.04M-64.1%
SHEETS SMITH WEALTH MANAGEMENT
$986.6K0.0%
Robertson Stephens Wealth Management, LLC
$960.3K0.0%
Rockefeller Capital Management L.P.
$831.5K0.0%
Navis Wealth Advisors, LLC
$734.9K0.0%
SRS Capital Advisors, Inc.
$719.7KNew
Keystone Wealth Services, LLC
$704.6K0.0%
B.O.S.S. Retirement Advisors, LLC
$677.5K-0.9%
Cetera Investment Advisers
$672.8K-19.0%
Cambridge Investment Research Advisors, Inc.
$592.0K0.0%
Mariner, LLC
$542.3K-31.5%
Innovative Advisory Group, LLC
$407.5K0.0%
Hopwood Nicholas Hunter
$347.7K0.0%
Mutual Advisors, LLC
$339.7K0.0%
TOUNJIAN ADVISORY PARTNERS, LLC
$284.1KNew
LANE BROTHERS & CO INC
$280.2K0.0%
See all 44 institutional holders →
Reading the latest SEC filing…

Key Metrics

Revenue

Q2 2026
EDGAR

Net Income

Q2 2026
EDGAR

EPS (Diluted)

Q2 2026
EDGAR

Financial Trends

Revenue & Net Income

13fpro.ai/company/OZ

Earnings Per Share

13fpro.ai/company/OZ

Loading ratio trend…

OZ key financials by period

Reported revenue, net income and operating margin by fiscal year, from Belpointe PREP, LLC's annual filings on SEC EDGAR.

Belpointe PREP, LLC reported revenue, net income and margins by fiscal period, from SEC filings.
PeriodRevenueNet incomeOp. margin
FY 2025$9.2M$-40.0M—
FY 2024$2.7M$-23.9M—
FY 2023$2.3M$-14.4M—
FY 2022$1.4M$-7.7M—
FY 2021$997.0K$-3.1M—
FY 2020$101.0K$-112.0K—
Source: OZ filings on SEC EDGAR →

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About Belpointe PREP, LLC (OZ): stock profile, AI score and financials

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 29.2/100 on a composite quality score built from its SEC filings, placing it at rank #2,506 of 2,925 stocks — the bottom half of the AI-ranked universe. OZ scores in the top quartile across revenue growth (98.7). Areas of concern include revenue scale (3.4) and earnings quality (3.9), 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.

Financials through the period ended SEC EDGAR: CIK 1807046 →