Brown Advisory
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Brown Advisory’s Belpointe PREP OZ Stock Holding History

Brown Advisory’s Portfolio OZ Stock Details OZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$365K Hold
5,611
– – ﹤0.01% 1092
2025
Q1 		$362K Hold
5,611
– – ﹤0.01% 1080
2024
Q4 		$434K Buy
+5,611
New +$434K ﹤0.01% 1054