Raymond James Financial
OZ icon

Raymond James Financial’s Belpointe PREP OZ Stock Holding History

Raymond James Financial’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 		– Sell
-3,832
Closed -$249K – 5412
2025
Q4 		$249K Buy
3,832
+250
+7% +$15.7K ﹤0.01% 4681
2025
Q3 		$229K Hold
3,582
– – ﹤0.01% 4555
2025
Q2 		$229K Hold
3,582
– – ﹤0.01% 4447
2025
Q1 		$231K Hold
3,582
– – ﹤0.01% 4343
2024
Q4 		$277K Buy
+3,582
New +$253K ﹤0.01% 4226

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
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 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 $1.2B AUM 26.51% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return

Raymond James Financial's OZ Position: Q1 2026 in Review

Raymond James Financial sold out of Belpointe PREP (OZ) in Q1 2026, closing a stake of 3,832 shares — an estimated $249K sold.

Raymond James Financial first reported a position in OZ in Q4 2024 and held it in 5 quarters. The position peaked at $277K in Q4 2024. 47 funds tracked by Wall St. Rank hold OZ as of Q1 2026.

  • Raymond James Financial reported no remaining Belpointe PREP position as of Q1 2026 after selling out during the quarter.
  • Raymond James Financial sold 3,832 Belpointe PREP shares in Q1 2026, an estimated $249K.
  • Raymond James Financial first reported a position in Belpointe PREP in Q4 2024 and held it in 5 quarters.
  • Raymond James Financial's Belpointe PREP position peaked at $277K in Q4 2024.
  • 47 funds tracked by Wall St. Rank held Belpointe PREP as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.