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Moneta Group Investment Advisors’s Belpointe PREP OZ Stock Holding History

Moneta Group Investment 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
Q1 		$209K Hold
3,935
– – ﹤0.01% 757
2025
Q4 		$256K Hold
3,935
– – ﹤0.01% 683
2025
Q3 		$252K Buy
3,935
+64
+2% +$4.09K ﹤0.01% 676
2025
Q2 		$252K Sell
3,871
-64
-2% -$4.09K ﹤0.01% 609
2025
Q1 		$254K Hold
3,935
– – ﹤0.01% 563
2024
Q4 		$305K Hold
3,935
– – ﹤0.01% 528
2024
Q3 		$272K Buy
+3,935
New +$257K ﹤0.01% 547

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 $301M AUM 21.61% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 1-Year Est. Return
Osaic Holdings
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
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 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
WA
Wealth Alliance Mellville, New York $1.01B AUM 19.71% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return

Moneta Group Investment Advisors's OZ Position: Q1 2026 in Review

Moneta Group Investment Advisors held its Belpointe PREP (OZ) position steady in Q1 2026 at 3,935 shares worth $209K. The position accounts for ﹤0.01% of the portfolio, ranked #757.

Moneta Group Investment Advisors first reported a position in OZ in Q3 2024 and has held it in 7 quarters since. The position peaked at $305K in Q4 2024. 45 funds tracked by Wall St. Rank hold OZ as of Q1 2026.

  • Moneta Group Investment Advisors held 3,935 shares of Belpointe PREP worth $209K as of Q1 2026.
  • Moneta Group Investment Advisors left its Belpointe PREP share count unchanged in Q1 2026.
  • Belpointe PREP made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #757 holding.
  • Moneta Group Investment Advisors first reported a position in Belpointe PREP in Q3 2024 and has held it in 7 quarters since.
  • Moneta Group Investment Advisors's Belpointe PREP position peaked at $305K in Q4 2024.
  • 45 funds tracked by Wall St. Rank held Belpointe PREP as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.