Jim Simons’s Belpointe PREP OZ Stock Holding History

Jim Simons’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	–	Sell	-8,600	Closed	-$559K	–	3572
2025 Q4	$559K	Buy	+8,600	New	+$541K	﹤0.01%	2532
2023 Q1	–	Sell	-2,500	Closed	-$250K	–	4290
2022 Q4	$250K	Buy	+2,500	New	+$237K	﹤0.01%	3318
2022 Q3	–	Sell	-3,500	Closed	-$342K	–	4321
2022 Q2	$342K	Sell	3,500 -4,000	-53%	-$396K	﹤0.01%	3381
2022 Q1	$749K	Sell	7,500 -20,843	-74%	-$1.93M	﹤0.01%	2915
2021 Q4	$2.84M	Buy	+28,343	New	+$2.84M	﹤0.01%	1884

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 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 Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

BIG

Brookwood Investment Group Phoenix, Arizona $888M AUM 32.21% 1-Year Est. Return

MAC

Mason & Associates (California) Los Angeles, California $619M AUM 29.44% 1-Year Est. Return

Wealth Alliance Mellville, New York $1.2B AUM 26.51% 1-Year Est. Return

SSWM

Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return

Jim Simons's OZ Position: Q1 2026 in Review

Jim Simons sold out of Belpointe PREP (OZ) in Q1 2026, closing a stake of 8,600 shares — an estimated $559K sold.

Jim Simons first reported a position in OZ in Q4 2021 and held it in 5 quarters. The position peaked at $2.84M in Q4 2021. 45 funds tracked by Wall St. Rank hold OZ as of Q1 2026.

Jim Simons reported no remaining Belpointe PREP position as of Q1 2026 after selling out during the quarter.
Jim Simons sold 8,600 Belpointe PREP shares in Q1 2026, an estimated $559K.
Jim Simons first reported a position in Belpointe PREP in Q4 2021 and held it in 5 quarters.
Jim Simons's Belpointe PREP position peaked at $2.84M in Q4 2021.
45 funds tracked by Wall St. Rank held Belpointe PREP as of Q1 2026.

Based on Renaissance Technologies's 13F filing for Q1 2026, filed 14 May 2026.