FIA
OZ icon

Foundations Investment Advisors’s Belpointe PREP OZ Stock Holding History

Foundations Investment 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
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

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
BIG
Brookwood Investment Group Phoenix, Arizona $810M AUM 29.04% 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

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.