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Lane Brothers & Co’s Belpointe PREP OZ Stock Holding History

Lane Brothers & Co’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 		$280K Hold
6,187
– – 0.18% 73
2026
Q1 		$329K Hold
6,187
– – 0.24% 56
2025
Q4 		$402K Buy
+6,187
New +$389K 0.29% 49

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

Lane Brothers & Co's OZ Position: Q2 2026 in Review

Lane Brothers & Co held its Belpointe PREP (OZ) position steady in Q2 2026 at 6,187 shares worth $280K. The position accounts for 0.18% of the portfolio, ranked #73.

Lane Brothers & Co first reported a position in OZ in Q4 2025 and has held it in 3 quarters since. The position peaked at $402K in Q4 2025. 43 funds tracked by Wall St. Rank hold OZ as of Q2 2026.

  • Lane Brothers & Co held 6,187 shares of Belpointe PREP worth $280K as of Q2 2026.
  • Lane Brothers & Co left its Belpointe PREP share count unchanged in Q2 2026.
  • Belpointe PREP made up 0.18% of Lane Brothers & Co's portfolio in Q2 2026, its #73 holding.
  • Lane Brothers & Co first reported a position in Belpointe PREP in Q4 2025 and has held it in 3 quarters since.
  • Lane Brothers & Co's Belpointe PREP position peaked at $402K in Q4 2025.
  • 43 funds tracked by Wall St. Rank held Belpointe PREP as of Q2 2026.

Based on Lane Brothers & Co's 13F filing for Q2 2026, filed 5 Aug 2026.