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Ridgewood Investments’s Belpointe PREP OZ Stock Holding History

Ridgewood Investments’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
2025
Q3 		– Sell
-1,500
Closed -$96K – 539
2025
Q2 		$96K Hold
1,500
– – 0.04% 257
2025
Q1 		$96.8K Hold
1,500
– – 0.05% 247
2024
Q4 		$116K Hold
1,500
– – 0.06% 223
2024
Q3 		$104K Hold
1,500
– – 0.05% 234
2024
Q2 		$86.8K Buy
+1,500
New +$89.3K 0.04% 254
2023
Q3 		– Sell
-1,500
Closed -$129K – 579
2023
Q2 		$129K Hold
1,500
– – 0.07% 212
2023
Q1 		$141K Buy
+1,500
New +$144K 0.09% 219

Other funds holding OZ

BAM
Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return
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
UAS
United Asset Strategies Garden City, New York $1.41B AUM 27.73% 1-Year Est. Return
FA
Fountainhead AM Warren, New Jersey $135M AUM 24.26% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
HH
Hilltop Holdings Dallas, Texas $1.29B AUM 35.96% 1-Year Est. Return
BIG
Brookwood Investment Group Phoenix, Arizona $888M AUM 32.21% 1-Year Est. Return
WA
Wealth Alliance Mellville, New York $1.2B AUM 26.51% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Ridgewood Investments's OZ Position: Q3 2025 in Review

Ridgewood Investments sold out of Belpointe PREP (OZ) in Q3 2025, closing a stake of 1,500 shares — an estimated $96K sold.

Ridgewood Investments first reported a position in OZ in Q1 2023 and held it in 7 quarters. The position peaked at $141K in Q1 2023. 44 funds tracked by Wall St. Rank hold OZ as of Q3 2025.

  • Ridgewood Investments reported no remaining Belpointe PREP position as of Q3 2025 after selling out during the quarter.
  • Ridgewood Investments sold 1,500 Belpointe PREP shares in Q3 2025, an estimated $96K.
  • Ridgewood Investments first reported a position in Belpointe PREP in Q1 2023 and held it in 7 quarters.
  • Ridgewood Investments's Belpointe PREP position peaked at $141K in Q1 2023.
  • 44 funds tracked by Wall St. Rank held Belpointe PREP as of Q3 2025.

Based on Ridgewood Investments's 13F filing for Q3 2025, filed 30 Oct 2025.