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
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

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

Lido Advisors's OZ Position: Q2 2026 in Review

Lido Advisors reduced its Belpointe PREP (OZ) stake by 64% in Q2 2026, selling an estimated $2.02M and leaving 22,911 shares worth $1.04M. The position accounts for ﹤0.01% of the portfolio, ranked #1073.

Lido Advisors first reported a position in OZ in Q4 2025 and has held it in 3 quarters since. The position peaked at $4.18M in Q4 2025. 43 funds tracked by Wall St. Rank hold OZ as of Q2 2026.

  • Lido Advisors held 22,911 shares of Belpointe PREP worth $1.04M as of Q2 2026.
  • Lido Advisors sold 40,912 Belpointe PREP shares in Q2 2026, an estimated $2.02M.
  • Belpointe PREP made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #1073 holding.
  • Lido Advisors first reported a position in Belpointe PREP in Q4 2025 and has held it in 3 quarters since.
  • Lido Advisors's Belpointe PREP position peaked at $4.18M in Q4 2025.
  • 43 funds tracked by Wall St. Rank held Belpointe PREP as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.