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Hamrick Investment Counsel’s Belpointe PREP OZ Stock Holding History

Hamrick Investment Counsel’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 		– Sell
-1,270
Closed -$67.6K – 300
2026
Q1 		$67.6K Buy
+1,270
New +$66.2K 0.04% 131

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

Hamrick Investment Counsel's OZ Position: Q2 2026 in Review

Hamrick Investment Counsel sold out of Belpointe PREP (OZ) in Q2 2026, closing a stake of 1,270 shares — an estimated $67.6K sold.

Hamrick Investment Counsel first reported a position in OZ in Q1 2026 and held it in 1 quarter. The position peaked at $67.6K in Q1 2026. 44 funds tracked by Wall St. Rank hold OZ as of Q2 2026.

  • Hamrick Investment Counsel reported no remaining Belpointe PREP position as of Q2 2026 after selling out during the quarter.
  • Hamrick Investment Counsel sold 1,270 Belpointe PREP shares in Q2 2026, an estimated $67.6K.
  • Hamrick Investment Counsel first reported a position in Belpointe PREP in Q1 2026 and held it in 1 quarter.
  • Hamrick Investment Counsel's Belpointe PREP position peaked at $67.6K in Q1 2026.
  • 44 funds tracked by Wall St. Rank held Belpointe PREP as of Q2 2026.

Based on Hamrick Investment Counsel's 13F filing for Q2 2026, filed 13 Aug 2026.