Lido Advisors
OZ icon

Lido Advisors’s Belpointe PREP OZ Stock Holding History

Lido 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
Q3 		$2.61M Buy
63,707
+40,796
+178% +$1.89M 0.01% 692
2026
Q2 		$1.04M Sell
22,911
-40,912
-64% -$2.02M ﹤0.01% 1073
2026
Q1 		$3.4M Sell
63,823
-400
-0.6% -$20.9K 0.01% 548
2025
Q4 		$4.18M Buy
+64,223
New +$4.04M 0.01% 511

Other funds holding OZ

Empirical Wealth Management
Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return
Precision Wealth Strategies
Precision Wealth Strategies Saint Louis, Missouri $321M AUM 34.16% 1-Year Est. Return
Belpointe Asset Management
Belpointe Asset Management Reno, Nevada $3.63B AUM 17.81% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
United Asset Strategies
United Asset Strategies Garden City, New York $1.46B AUM 24.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Wealth Alliance
Wealth Alliance Mellville, New York $1.25B AUM 19.21% 1-Year Est. Return
Sheets Smith Wealth Management
Sheets Smith Wealth Management Winston-Salem, North Carolina $958M AUM 21.88% 1-Year Est. Return
Robertson Stephens Wealth Management
Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $68.5B AUM 24.33% 1-Year Est. Return

Lido Advisors's OZ Position: Q3 2026 in Review

Lido Advisors increased its Belpointe PREP (OZ) stake by 178% in Q3 2026, buying an estimated $1.89M and bringing the position to 63,707 shares worth $2.61M. The position accounts for 0.01% of the portfolio, ranked #692.

Lido Advisors first reported a position in OZ in Q4 2025 and has held it in 4 quarters since. The position peaked at $4.18M in Q4 2025. 37 funds tracked by Wall St. Rank hold OZ as of Q3 2026.

  • Lido Advisors held 63,707 shares of Belpointe PREP worth $2.61M as of Q3 2026.
  • Lido Advisors bought 40,796 Belpointe PREP shares in Q3 2026, an estimated $1.89M.
  • Belpointe PREP made up 0.01% of Lido Advisors's portfolio in Q3 2026, its #692 holding.
  • Lido Advisors first reported a position in Belpointe PREP in Q4 2025 and has held it in 4 quarters since.
  • Lido Advisors's Belpointe PREP position peaked at $4.18M in Q4 2025.
  • 37 funds tracked by Wall St. Rank held Belpointe PREP as of Q3 2026.

Based on Lido Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.