Foundations Investment Advisors’s Belpointe PREP OZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$426K Buy
8,014
+1,962
+32% +$102K 0.01% 765
2025
Q4
$394K Sell
6,052
-845
-12% -$53.2K 0.01% 794
2025
Q3
$441K Sell
6,897
-1,197
-15% -$76.4K 0.01% 693
2025
Q2
$518K Buy
8,094
+49
+0.6% +$3.13K 0.01% 568
2025
Q1
$519K Buy
8,045
+2,386
+42% +$153K 0.01% 570
2024
Q4
$438K Buy
5,659
+1,077
+24% +$76.2K 0.01% 566
2024
Q3
$316K Buy
4,582
+117
+3% +$7.63K 0.01% 622
2024
Q2
$259K Buy
4,465
+120
+3% +$7.14K 0.01% 641
2024
Q1
$265K Buy
4,345
+452
+12% +$28.2K 0.01% 606
2023
Q4
$247K Buy
+3,893
New +$281K 0.01% 598

Other funds holding OZ

Foundations Investment Advisors's OZ Position: Q1 2026 in Review

Foundations Investment Advisors increased its Belpointe PREP (OZ) stake by 32% in Q1 2026, buying an estimated $102K and bringing the position to 8,014 shares worth $426K. The position accounts for 0.01% of the portfolio, ranked #765.

Foundations Investment Advisors first reported a position in OZ in Q4 2023 and has held it in 10 quarters since. The position peaked at $519K in Q1 2025. 45 funds tracked by Wall St. Rank hold OZ as of Q1 2026.

  • Foundations Investment Advisors held 8,014 shares of Belpointe PREP worth $426K as of Q1 2026.
  • Foundations Investment Advisors bought 1,962 Belpointe PREP shares in Q1 2026, an estimated $102K.
  • Belpointe PREP made up 0.01% of Foundations Investment Advisors's portfolio in Q1 2026, its #765 holding.
  • Foundations Investment Advisors first reported a position in Belpointe PREP in Q4 2023 and has held it in 10 quarters since.
  • Foundations Investment Advisors's Belpointe PREP position peaked at $519K in Q1 2025.
  • 45 funds tracked by Wall St. Rank held Belpointe PREP as of Q1 2026.

Based on Foundations Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.