HH
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Hilltop Holdings’s Belpointe PREP OZ Stock Holding History

Hilltop Holdings’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
2025
Q4 		– Sell
-30,700
Closed -$1.96M – 963
2025
Q3 		$1.96M Buy
+30,700
New +$1.96M 0.1% 216
2025
Q2 		– Sell
-15,500
Closed -$1,000K – 927
2025
Q1 		$1,000K Buy
15,500
+4,000
+35% +$256K 0.06% 323
2024
Q4 		$890K Buy
+11,500
New +$813K 0.06% 349

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
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BIG
Brookwood Investment Group Phoenix, Arizona $888M AUM 32.21% 1-Year Est. Return
WA
Wealth Alliance Mellville, New York $1.01B AUM 19.71% 1-Year Est. Return
MAC
Mason & Associates (California) Los Angeles, California $619M AUM 29.44% 1-Year Est. Return
RSWM
Robertson Stephens Wealth Management San Francisco, California $4.06B AUM 32.22% 1-Year Est. Return

Hilltop Holdings's OZ Position: Q4 2025 in Review

Hilltop Holdings sold out of Belpointe PREP (OZ) in Q4 2025, closing a stake of 30,700 shares — an estimated $1.96M sold.

Hilltop Holdings first reported a position in OZ in Q4 2024 and held it in 3 quarters. The position peaked at $1.96M in Q3 2025. 47 funds tracked by Wall St. Rank hold OZ as of Q4 2025.

  • Hilltop Holdings reported no remaining Belpointe PREP position as of Q4 2025 after selling out during the quarter.
  • Hilltop Holdings sold 30,700 Belpointe PREP shares in Q4 2025, an estimated $1.96M.
  • Hilltop Holdings first reported a position in Belpointe PREP in Q4 2024 and held it in 3 quarters.
  • Hilltop Holdings's Belpointe PREP position peaked at $1.96M in Q3 2025.
  • 47 funds tracked by Wall St. Rank held Belpointe PREP as of Q4 2025.

Based on Hilltop Holdings's 13F filing for Q4 2025, filed 17 Feb 2026.