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REAP Financial Group’s Belpointe PREP OZ Stock Holding History

REAP Financial Group’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 		$51.6K Sell
970
-3,534
-78% -$184K 0.01% 293
2025
Q4 		$293K Sell
4,504
-30
-0.7% -$1.89K 0.06% 104
2025
Q3 		$290K Hold
4,534
– – 0.06% 98
2025
Q2 		$290K Sell
4,534
-564
-11% -$36.1K 0.07% 96
2025
Q1 		$329K Sell
5,098
-10,327
-67% -$662K 0.08% 87
2024
Q4 		$1.19M Sell
15,425
-1,285
-8% -$90.9K 0.3% 47
2024
Q3 		$1.15M Sell
16,710
-3,167
-16% -$207K 0.28% 49
2024
Q2 		$1.15M Sell
19,877
-1,368
-6% -$81.4K 0.31% 47
2024
Q1 		$1.29M Sell
21,245
-24,409
-53% -$1.52M 0.36% 50
2023
Q4 		$3.53M Buy
+45,654
New +$3.3M 1.03% 25

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

REAP Financial Group's OZ Position: Q1 2026 in Review

REAP Financial Group reduced its Belpointe PREP (OZ) stake by 78% in Q1 2026, selling an estimated $184K and leaving 970 shares worth $51.6K. The position accounts for 0.01% of the portfolio, ranked #293.

REAP Financial Group first reported a position in OZ in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.53M in Q4 2023. 45 funds tracked by Wall St. Rank hold OZ as of Q1 2026.

  • REAP Financial Group held 970 shares of Belpointe PREP worth $51.6K as of Q1 2026.
  • REAP Financial Group sold 3,534 Belpointe PREP shares in Q1 2026, an estimated $184K.
  • Belpointe PREP made up 0.01% of REAP Financial Group's portfolio in Q1 2026, its #293 holding.
  • REAP Financial Group first reported a position in Belpointe PREP in Q4 2023 and has held it in 10 quarters since.
  • REAP Financial Group's Belpointe PREP position peaked at $3.53M in Q4 2023.
  • 45 funds tracked by Wall St. Rank held Belpointe PREP as of Q1 2026.

Based on REAP Financial Group's 13F filing for Q1 2026, filed 11 May 2026.