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Armis Advisers’s Belpointe PREP OZ Stock Holding History

Armis Advisers’s Portfolio OZ Stock Details OZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-4,534
Closed -$290K – 451
2025
Q2 		$290K Sell
4,534
-564
-11% -$36.1K 0.02% 375
2025
Q1 		$329K Sell
5,098
-10,327
-67% -$662K 0.03% 303
2024
Q4 		$1.19M Buy
+15,425
New +$1.09M 0.15% 114

Other funds holding OZ

BAM
Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
PWS
Precision Wealth Strategies Saint Louis, Missouri $301M AUM 21.61% 1-Year Est. Return
UAS
United Asset Strategies Garden City, New York $1.41B AUM 27.73% 1-Year Est. Return
FA
Fountainhead AM Warren, New Jersey $111M AUM 16.78% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HH
Hilltop Holdings Dallas, Texas $1.11B AUM 24.7% 1-Year Est. Return
BIG
Brookwood Investment Group Phoenix, Arizona $888M AUM 32.21% 1-Year Est. Return
WA
Wealth Alliance Mellville, New York $1.01B AUM 19.71% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Armis Advisers's OZ Position: Q3 2025 in Review

Armis Advisers sold out of Belpointe PREP (OZ) in Q3 2025, closing a stake of 4,534 shares — an estimated $290K sold.

Armis Advisers first reported a position in OZ in Q4 2024 and held it in 3 quarters. The position peaked at $1.19M in Q4 2024. 44 funds tracked by Wall St. Rank hold OZ as of Q3 2025.

  • Armis Advisers reported no remaining Belpointe PREP position as of Q3 2025 after selling out during the quarter.
  • Armis Advisers sold 4,534 Belpointe PREP shares in Q3 2025, an estimated $290K.
  • Armis Advisers first reported a position in Belpointe PREP in Q4 2024 and held it in 3 quarters.
  • Armis Advisers's Belpointe PREP position peaked at $1.19M in Q4 2024.
  • 44 funds tracked by Wall St. Rank held Belpointe PREP as of Q3 2025.

Based on Armis Advisers's 13F filing for Q3 2025, filed 12 Nov 2025.