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NewEdge Wealth’s Belpointe PREP OZ Stock Holding History

NewEdge Wealth’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 		$281K Buy
+5,281
New +$275K ﹤0.01% 981

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 $810M AUM 29.04% 1-Year Est. Return
MAC
Mason & Associates (California) Los Angeles, California $516M AUM 19.85% 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

NewEdge Wealth's OZ Position: Q1 2026 in Review

NewEdge Wealth opened a new position in Belpointe PREP (OZ) in Q1 2026: 5,281 shares worth $281K. The stake represents ﹤0.01% of the portfolio and ranks #981 among its holdings.

45 funds tracked by Wall St. Rank hold OZ as of Q1 2026.

  • NewEdge Wealth held 5,281 shares of Belpointe PREP worth $281K as of Q1 2026.
  • Belpointe PREP was a new NewEdge Wealth position in Q1 2026.
  • Belpointe PREP made up ﹤0.01% of NewEdge Wealth's portfolio in Q1 2026, its #981 holding.
  • 45 funds tracked by Wall St. Rank held Belpointe PREP as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.