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Central Trust Company’s Belpointe PREP OZ Stock Holding History

Central Trust Company’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 		$177K Buy
+3,899
New +$192K ﹤0.01% 642

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

Central Trust Company's OZ Position: Q2 2026 in Review

Central Trust Company opened a new position in Belpointe PREP (OZ) in Q2 2026: 3,899 shares worth $177K. The stake represents ﹤0.01% of the portfolio and ranks #642 among its holdings.

43 funds tracked by Wall St. Rank hold OZ as of Q2 2026.

  • Central Trust Company held 3,899 shares of Belpointe PREP worth $177K as of Q2 2026.
  • Belpointe PREP was a new Central Trust Company position in Q2 2026.
  • Belpointe PREP made up ﹤0.01% of Central Trust Company's portfolio in Q2 2026, its #642 holding.
  • 43 funds tracked by Wall St. Rank held Belpointe PREP as of Q2 2026.

Based on Central Trust Company's 13F filing for Q2 2026, filed 31 Jul 2026.