Renaissance Technologies

Renaissance Technologies’s Belpointe PREP OZ Stock Holding History

Renaissance Technologies’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	-8,600	Closed	-$559K	–	3572
2025 Q4	$559K	Buy	+8,600	New	+$541K	﹤0.01%	2532
2023 Q1	–	Sell	-2,500	Closed	-$250K	–	4290
2022 Q4	$250K	Buy	+2,500	New	+$237K	﹤0.01%	3318
2022 Q3	–	Sell	-3,500	Closed	-$342K	–	4321
2022 Q2	$342K	Sell	3,500 -4,000	-53%	-$396K	﹤0.01%	3381
2022 Q1	$749K	Sell	7,500 -20,843	-74%	-$1.93M	﹤0.01%	2915
2021 Q4	$2.84M	Buy	+28,343	New	+$2.84M	﹤0.01%	1884

Other funds holding OZ

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Precision Wealth Strategies Saint Louis, Missouri $301M AUM 21.61% 1-Year Est. Return

Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

United Asset Strategies Garden City, New York $1.41B AUM 27.73% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Brookwood Investment Group Phoenix, Arizona $810M AUM 29.04% 1-Year Est. Return

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

Wealth Alliance Mellville, New York $1.01B AUM 19.71% 1-Year Est. Return

Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return