Cambridge Investment Research Advisors
OZ icon

Cambridge Investment Research Advisors’s Belpointe PREP OZ Stock Holding History

Cambridge Investment Research Advisors’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
Q2 		$592K Hold
13,080
– – ﹤0.01% 2802
2026
Q1 		$696K Hold
13,080
– – ﹤0.01% 2507
2025
Q4 		$851K Hold
13,080
– – ﹤0.01% 2226
2025
Q3 		$837K Hold
13,080
– – ﹤0.01% 2188
2025
Q2 		$837K Buy
+13,080
New +$836K ﹤0.01% 2098
2025
Q1 		– Sell
-2,739
Closed -$212K – 3595
2024
Q4 		$212K Buy
+2,739
New +$194K ﹤0.01% 3152

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 $332M AUM 45.63% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
UAS
United Asset Strategies Garden City, New York $1.41B AUM 27.73% 1-Year Est. Return
BIG
Brookwood Investment Group Phoenix, Arizona $888M AUM 32.21% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MAC
Mason & Associates (California) Los Angeles, California $619M AUM 29.44% 1-Year Est. Return
WA
Wealth Alliance Mellville, New York $1.2B AUM 26.51% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Cambridge Investment Research Advisors's OZ Position: Q2 2026 in Review

Cambridge Investment Research Advisors held its Belpointe PREP (OZ) position steady in Q2 2026 at 13,080 shares worth $592K. The position accounts for ﹤0.01% of the portfolio, ranked #2802.

Cambridge Investment Research Advisors first reported a position in OZ in Q4 2024 and has held it in 6 quarters since. The position peaked at $851K in Q4 2025. 43 funds tracked by Wall St. Rank hold OZ as of Q2 2026.

  • Cambridge Investment Research Advisors held 13,080 shares of Belpointe PREP worth $592K as of Q2 2026.
  • Cambridge Investment Research Advisors left its Belpointe PREP share count unchanged in Q2 2026.
  • Belpointe PREP made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #2802 holding.
  • Cambridge Investment Research Advisors first reported a position in Belpointe PREP in Q4 2024 and has held it in 6 quarters since.
  • Cambridge Investment Research Advisors's Belpointe PREP position peaked at $851K in Q4 2025.
  • 43 funds tracked by Wall St. Rank held Belpointe PREP as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.