Belpointe PREP, LLC(OZ)Stock Analysis
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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.
Revenue Growth
Profitability
Balance Sheet
Earnings Quality
Free Cash Flow
Institutional Flow
Revenue Scale
Dilution Risk
OZ Stock Analysis & AI Quality Score
Data updated 2026-09-11AI stock analysis and institutional research for Belpointe PREP, LLC (OZ), 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. Belpointe PREP, LLC's 13F Pro composite quality score has ranged between 29 and 36 since 2024, currently 29.1 — a stable long-term trajectory across 55 quarterly and live scoring snapshots.
Revenue
Q2 2026
$5.4M
Net Income
Q2 2026
$-9.2M
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · ProRevenue
+243.4% YoYNet Income
-67.9% YoYEPS (Diluted)
-63.4% YoYTotal Assets
+9.0% YoYTotal Debt
+47.2% YoYOp. Cash Flow
-84.1% YoY| Metric | FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2021 | FY 2020 |
|---|---|---|---|---|---|---|
| Revenue | $9.2M +243.4% | $2.7M +18.7% | $2.3M +62.0% | $1.4M +39.5% | $997.0K +887.1% | $101.0K |
| Net Income | $-40.0M -67.9% | $-23.9M -66.2% | $-14.4M -86.8% | $-7.7M -145.1% | $-3.1M -2699.1% | $-112.0K |
| EPS (Diluted) | $-10.72 -63.4% | $-6.56 -62.4% | $-4.04 -79.6% | $-2.25 | — | — |
| Total Assets | $564.2M +9.0% | $517.6M +35.5% | $382.1M +7.9% | $354.0M +3.7% | $341.4M +815.8% | $37.3M |
| Total Debt | $260.6M +47.2% | $177.0M +647.6% | $23.7M | — | $10.8M -69.2% | $35.0M |
| Operating Cash Flow | $-25.2M -84.1% | $-13.7M -97.1% | $-6.9M -4.4% | $-6.7M -193.3% | $-2.3M -18800.0% | $-12.0K |
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Available Research
13F Pro tracks comprehensive data for Belpointe PREP, LLC including:
Top Institutional Holders of OZ
Empirical Financial Services, LLC d.b.a. Empirical Wealth Ma
$10.9M241,017 shPrecision Wealth Strategies, LLC
$10.6M235,002 shBelpointe Asset Management LLC
$9.9M217,600 shOSAIC HOLDINGS, INC.
$4.3M94,077 shUnited Asset Strategies, Inc.
$4.0M88,722 shBrookwood Investment Group LLC
$1.6M35,995 shLPL Financial LLC
$1.2M25,517 shMason & Associates Inc
$1.1M24,640 shWEALTH ALLIANCE, LLC
$1.0M22,979 shLido Advisors, LLC
$1.0M22,911 sh
| Fund | Value | Shares |
|---|---|---|
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Ma | $10.9M | 241,017 |
| Precision Wealth Strategies, LLC | $10.6M | 235,002 |
| Belpointe Asset Management LLC | $9.9M | 217,600 |
| OSAIC HOLDINGS, INC. | $4.3M | 94,077 |
| United Asset Strategies, Inc. | $4.0M | 88,722 |
| Brookwood Investment Group LLC | $1.6M | 35,995 |
| LPL Financial LLC | $1.2M | 25,517 |
| Mason & Associates Inc | $1.1M | 24,640 |
| WEALTH ALLIANCE, LLC | $1.0M | 22,979 |
| Lido Advisors, LLC | $1.0M | 22,911 |
Companies Similar to OZ
Ranked by quality-profile closeness and shared hedge-fund ownership — not just sector membership.
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Similarity is computed from the 8 composite sub-scores and latest-quarter 13F conviction holdings (index-style filers excluded). Refreshed monthly.
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Popular Research
Is OZ a good stock to buy?
13F Pro's AI-powered analysis of Belpointe PREP, LLC (OZ) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Real Estate sector (listed on NYSE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for OZ are available on the OZ stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing. OZ is classified as a small company.
Which hedge funds own OZ?
Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling OZ. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of Belpointe PREP, LLC's investment landscape.