Mercer Global Advisors
OZ icon

Mercer Global Advisors’s Belpointe PREP OZ Stock Holding History

Mercer Global 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 		$57.1K Buy
+1,260
New +$62.1K ﹤0.01% 4221

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

Mercer Global Advisors's OZ Position: Q2 2026 in Review

Mercer Global Advisors opened a new position in Belpointe PREP (OZ) in Q2 2026: 1,260 shares worth $57.1K. The stake represents ﹤0.01% of the portfolio and ranks #4221 among its holdings.

42 funds tracked by Wall St. Rank hold OZ as of Q2 2026.

  • Mercer Global Advisors held 1,260 shares of Belpointe PREP worth $57.1K as of Q2 2026.
  • Belpointe PREP was a new Mercer Global Advisors position in Q2 2026.
  • Belpointe PREP made up ﹤0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #4221 holding.
  • 42 funds tracked by Wall St. Rank held Belpointe PREP as of Q2 2026.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.