Sheets Smith Wealth Management’s Belpointe PREP OZ Stock Holding History

Sheets Smith Wealth Management’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 Q3	$897K	Buy	21,863 +80	+0.4%	+$3.7K	0.09%	203
2026 Q2	$987K	Hold	21,783	–	–	0.1%	204
2026 Q1	$1.16M	Buy	+21,783	New	+$1.14M	0.13%	162
2023 Q2	–	Sell	-11,183	Closed	-$1.05M	–	340
2023 Q1	$1.05M	Hold	11,183	–	–	0.16%	126
2022 Q4	$1.12M	Hold	11,183	–	–	0.18%	120
2022 Q3	$944K	Hold	11,183	–	–	0.16%	132
2022 Q2	$1.09M	Buy	+11,183	New	+$1.11M	0.18%	117

Other funds holding OZ

Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return

United Asset Strategies Garden City, New York $1.46B AUM 24.51% 1-Year Est. Return

Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return

B.O.S.S. Retirement Advisors Lehi, Utah $347M AUM 15.26% 1-Year Est. Return

Innovative Advisory Group Lexington, Massachusetts $137M AUM 8.39% 1-Year Est. Return

Walser Wealth Management Tampa, Florida $250M AUM 27.02% 1-Year Est. Return

Kingswood Wealth Advisors San Diego, California $2.6B AUM 27.46% 1-Year Est. Return

Outlook Wealth Advisors Shenandoah, Texas $470M AUM 20.06% 1-Year Est. Return

Abound Wealth Management Franklin, Tennessee $537M AUM 14.21% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Sheets Smith Wealth Management's OZ Position: Q3 2026 in Review

Sheets Smith Wealth Management increased its Belpointe PREP (OZ) stake by 0.37% in Q3 2026, buying an estimated $3.7K and bringing the position to 21,863 shares worth $897K. The position accounts for 0.09% of the portfolio, ranked #203.

Sheets Smith Wealth Management first reported a position in OZ in Q2 2022 and has held it in 7 quarters since. The position peaked at $1.16M in Q1 2026. 11 funds tracked by Wall St. Rank hold OZ as of Q3 2026.

Sheets Smith Wealth Management held 21,863 shares of Belpointe PREP worth $897K as of Q3 2026.
Sheets Smith Wealth Management bought 80 Belpointe PREP shares in Q3 2026, an estimated $3.7K.
Belpointe PREP made up 0.09% of Sheets Smith Wealth Management's portfolio in Q3 2026, its #203 holding.
Sheets Smith Wealth Management first reported a position in Belpointe PREP in Q2 2022 and has held it in 7 quarters since.
Sheets Smith Wealth Management's Belpointe PREP position peaked at $1.16M in Q1 2026.
11 funds tracked by Wall St. Rank held Belpointe PREP as of Q3 2026.

Based on Sheets Smith Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.