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 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

EWM

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

UAS

United Asset Strategies Garden City, New York $1.41B AUM 27.73% 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

RSWM

Robertson Stephens Wealth Management San Francisco, California $4.06B AUM 32.22% 1-Year Est. Return

BOSSRA

B.O.S.S. Retirement Advisors Lehi, Utah $370M AUM 21.67% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

WWM

Walser Wealth Management Tampa, Florida $241M AUM

KWA

Kingswood Wealth Advisors San Diego, California $2.48B AUM 36.19% 1-Year Est. Return

PCA

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return

Sheets Smith Wealth Management's OZ Position: Q2 2026 in Review

Sheets Smith Wealth Management held its Belpointe PREP (OZ) position steady in Q2 2026 at 21,783 shares worth $987K. The position accounts for 0.1% of the portfolio, ranked #204.

Sheets Smith Wealth Management first reported a position in OZ in Q2 2022 and has held it in 6 quarters since. The position peaked at $1.16M in Q1 2026. 14 funds tracked by Wall St. Rank hold OZ as of Q2 2026.

Sheets Smith Wealth Management held 21,783 shares of Belpointe PREP worth $987K as of Q2 2026.
Sheets Smith Wealth Management left its Belpointe PREP share count unchanged in Q2 2026.
Belpointe PREP made up 0.1% of Sheets Smith Wealth Management's portfolio in Q2 2026, its #204 holding.
Sheets Smith Wealth Management first reported a position in Belpointe PREP in Q2 2022 and has held it in 6 quarters since.
Sheets Smith Wealth Management's Belpointe PREP position peaked at $1.16M in Q1 2026.
14 funds tracked by Wall St. Rank held Belpointe PREP as of Q2 2026.

Based on Sheets Smith Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.