Royal Bank of Canada
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Royal Bank of Canada’s Belpointe PREP OZ Stock Holding History

Royal Bank of Canada’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 		$0 Hold
5
– – ﹤0.01% 7527
2025
Q4 		$0 Hold
5
– – ﹤0.01% 7494
2025
Q3 		$0 Buy
+5
New +$319 ﹤0.01% 7405
2024
Q2 		– Sell
-900
Closed -$55K – 7406
2024
Q1 		$55K Sell
900
-1,160
-56% -$72.4K ﹤0.01% 5500
2023
Q4 		$159K Buy
+2,060
New +$149K ﹤0.01% 5279

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 $3.06B AUM 23.82% 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

Royal Bank of Canada's OZ Position: Q1 2026 in Review

Royal Bank of Canada held its Belpointe PREP (OZ) position steady in Q1 2026 at 5 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #7527.

Royal Bank of Canada first reported a position in OZ in Q4 2023 and has held it in 5 quarters since. The position peaked at $159K in Q4 2023. 45 funds tracked by Wall St. Rank hold OZ as of Q1 2026.

  • Royal Bank of Canada held 5 shares of Belpointe PREP worth $0 as of Q1 2026.
  • Royal Bank of Canada left its Belpointe PREP share count unchanged in Q1 2026.
  • Belpointe PREP made up ﹤0.01% of Royal Bank of Canada's portfolio in Q1 2026, its #7527 holding.
  • Royal Bank of Canada first reported a position in Belpointe PREP in Q4 2023 and has held it in 5 quarters since.
  • Royal Bank of Canada's Belpointe PREP position peaked at $159K in Q4 2023.
  • 45 funds tracked by Wall St. Rank held Belpointe PREP as of Q1 2026.

Based on Royal Bank of Canada's 13F filing for Q1 2026, filed 15 May 2026.