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Brookwood Investment Group’s Belpointe PREP OZ Stock Holding History

Brookwood Investment Group’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
2026
Q1 		$2.01M Buy
37,871
+8,036
+27% +$419K 0.25% 90
2025
Q4 		$1.94M Sell
29,835
-41
-0.1% -$2.58K 0.23% 78
2025
Q3 		$1.91M Buy
29,876
+4,115
+16% +$263K 0.25% 75
2025
Q2 		$1.65M Sell
25,761
-12,444
-33% -$796K 0.27% 60
2025
Q1 		$2.46M Buy
+38,205
New +$2.45M 0.42% 34

Other funds holding OZ

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
BAM
Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UAS
United Asset Strategies Garden City, New York $1.41B AUM 27.73% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
MAC
Mason & Associates (California) Los Angeles, California $516M AUM 19.85% 1-Year Est. Return
WA
Wealth Alliance Mellville, New York $1.01B AUM 19.71% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return
RSWM
Robertson Stephens Wealth Management San Francisco, California $3.57B AUM 28.36% 1-Year Est. Return

Brookwood Investment Group's OZ Position: Q1 2026 in Review

Brookwood Investment Group increased its Belpointe PREP (OZ) stake by 27% in Q1 2026, buying an estimated $419K and bringing the position to 37,871 shares worth $2.01M. The position accounts for 0.25% of the portfolio, ranked #90.

Brookwood Investment Group first reported a position in OZ in Q1 2025 and has held it in 5 quarters since. The position peaked at $2.46M in Q1 2025. 45 funds tracked by Wall St. Rank hold OZ as of Q1 2026.

  • Brookwood Investment Group held 37,871 shares of Belpointe PREP worth $2.01M as of Q1 2026.
  • Brookwood Investment Group bought 8,036 Belpointe PREP shares in Q1 2026, an estimated $419K.
  • Belpointe PREP made up 0.25% of Brookwood Investment Group's portfolio in Q1 2026, its #90 holding.
  • Brookwood Investment Group first reported a position in Belpointe PREP in Q1 2025 and has held it in 5 quarters since.
  • Brookwood Investment Group's Belpointe PREP position peaked at $2.46M in Q1 2025.
  • 45 funds tracked by Wall St. Rank held Belpointe PREP as of Q1 2026.

Based on Brookwood Investment Group's 13F filing for Q1 2026, filed 4 May 2026.