WWM
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Walser Wealth Management’s Belpointe PREP OZ Stock Holding History

Walser 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 		$274K Hold
6,052
– – 0.11% 173
2026
Q1 		$322K Hold
6,052
– – 0.14% 117
2025
Q4 		$394K Buy
+6,052
New +$381K 0.21% 80

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 $332M AUM 45.63% 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 $85.1B AUM 27.35% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $1.2B AUM 26.51% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Walser Wealth Management's OZ Position: Q2 2026 in Review

Walser Wealth Management held its Belpointe PREP (OZ) position steady in Q2 2026 at 6,052 shares worth $274K. The position accounts for 0.11% of the portfolio, ranked #173.

Walser Wealth Management first reported a position in OZ in Q4 2025 and has held it in 3 quarters since. The position peaked at $394K in Q4 2025. 43 funds tracked by Wall St. Rank hold OZ as of Q2 2026.

  • Walser Wealth Management held 6,052 shares of Belpointe PREP worth $274K as of Q2 2026.
  • Walser Wealth Management left its Belpointe PREP share count unchanged in Q2 2026.
  • Belpointe PREP made up 0.11% of Walser Wealth Management's portfolio in Q2 2026, its #173 holding.
  • Walser Wealth Management first reported a position in Belpointe PREP in Q4 2025 and has held it in 3 quarters since.
  • Walser Wealth Management's Belpointe PREP position peaked at $394K in Q4 2025.
  • 43 funds tracked by Wall St. Rank held Belpointe PREP as of Q2 2026.

Based on Walser Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.