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Belpointe PREP LLC

OZ

64.850USD

+0.850+1.33%
Market hours ETQuotes delayed by 15 min
244.38MMarket Cap
LossP/E TTM

Belpointe PREP LLC

64.850

+0.850+1.33%
More Details of Belpointe PREP LLC Company
Belpointe PREP, LLC is focused on identifying, acquiring, developing, or redeveloping and managing commercial real estate located within qualified opportunity zones. At least 90% of its assets consist of qualified opportunity zone property. Its primary investment objectives are to preserve, protect and return your capital contribution; to pay attractive and consistent cash distributions over the long term; to grow net cash from operations so that an increasing amount of cash flow is available for distributions to investors over the long term; and to realize growth in the value of its investments. Its investments consist of properties located in qualified opportunity zones for the development or redevelopment of multifamily, student housing, senior living, healthcare, industrial, self-storage, hospitality, office, mixed-use, data centers and solar projects located throughout the United States and its territories. The Company is externally managed by Belpointe PREP Manager, LLC.
Company Info
Ticker SymbolOZ
Company nameBelpointe PREP LLC
IPO dateOct 18, 2021
CEOMr. Brandon E. Lacoff, Esq.
Number of employees- -
Security typeUnit
Fiscal year-endOct 18
Address255 Glenville Road
CityGREENWICH
Stock exchangeNYSE American Consolidated
CountryUnited States of America
Postal code06831
Phone12038831944
Websitehttps://belpointeoz.com/
Ticker SymbolOZ
IPO dateOct 18, 2021
CEOMr. Brandon E. Lacoff, Esq.
Company Executives
Name
Name/Position
Position
Shareholding
Change
Mr. Brandon E. Lacoff, Esq.
Mr. Brandon E. Lacoff, Esq.
Chairman of the Board, Chief Executive Officer
Chairman of the Board, Chief Executive Officer
207.00
--
Mr. Martin Lacoff
Mr. Martin Lacoff
Chief Strategic Officer, Principal Financial Officer, Director
Chief Strategic Officer, Principal Financial Officer, Director
12.00
--
Mr. Dean W. Drulias, Esq.
Mr. Dean W. Drulias, Esq.
Independent Director
Independent Director
--
--
Mr. Timothy Oberweger
Mr. Timothy Oberweger
Independent Director
Independent Director
--
--
Mr. Shawn Orser
Mr. Shawn Orser
Independent Director
Independent Director
--
--
Mr. Ronald Young, Jr.
Mr. Ronald Young, Jr.
Independent Director
Independent Director
--
--
Mr. Cody Laidlaw
Mr. Cody Laidlaw
IR Contact Officer
IR Contact Officer
--
--
Name
Name/Position
Position
Shareholding
Change
Mr. Brandon E. Lacoff, Esq.
Mr. Brandon E. Lacoff, Esq.
Chairman of the Board, Chief Executive Officer
Chairman of the Board, Chief Executive Officer
207.00
--
Mr. Martin Lacoff
Mr. Martin Lacoff
Chief Strategic Officer, Principal Financial Officer, Director
Chief Strategic Officer, Principal Financial Officer, Director
12.00
--
Mr. Dean W. Drulias, Esq.
Mr. Dean W. Drulias, Esq.
Independent Director
Independent Director
--
--
Mr. Timothy Oberweger
Mr. Timothy Oberweger
Independent Director
Independent Director
--
--
Mr. Shawn Orser
Mr. Shawn Orser
Independent Director
Independent Director
--
--
Mr. Ronald Young, Jr.
Mr. Ronald Young, Jr.
Independent Director
Independent Director
--
--
Revenue Breakdown
No Data
No Data
By Business
By Region
No Data
Shareholding Stats
Updated: Fri, Aug 1
Updated: Fri, Aug 1
Shareholders
Shareholder Types
Shareholders
Shareholders
Proportion
Belpointe Asset Management LLC
8.31%
Empirical Wealth Management
6.79%
Precision Wealth Strategies, LLC
6.60%
United Asset Strategies, Inc.
2.32%
Fountainhead AM, LLC
1.61%
Other
74.37%
Shareholders
Shareholders
Proportion
Belpointe Asset Management LLC
8.31%
Empirical Wealth Management
6.79%
Precision Wealth Strategies, LLC
6.60%
United Asset Strategies, Inc.
2.32%
Fountainhead AM, LLC
1.61%
Other
74.37%
Shareholder Types
Shareholders
Proportion
Investment Advisor
27.15%
Investment Advisor/Hedge Fund
9.75%
Research Firm
0.36%
Venture Capital
0.08%
Hedge Fund
0.04%
Other
62.61%
Institutional Shareholding
Updated: Tue, Jul 1
Updated: Tue, Jul 1
Reporting Period
No. of institutions
Shares Held
Proportion
Change
2025Q2
73
1.40M
37.75%
-232.89K
2025Q1
78
1.39M
37.75%
-281.23K
2024Q4
81
1.42M
39.04%
-189.49K
2024Q3
78
1.39M
38.31%
-154.13K
2024Q2
72
1.29M
35.61%
-175.06K
2024Q1
74
1.26M
34.79%
-234.04K
2023Q4
73
1.32M
36.85%
+41.05K
2023Q3
66
1.20M
33.64%
-278.19K
2023Q2
63
1.42M
39.84%
-50.27K
2023Q1
62
1.43M
40.67%
-22.29K
View more
Shareholder Activity
Name
Shares Held
Proportion
Change
Chg %
Date
Belpointe Asset Management LLC
306.49K
8.31%
+8.11K
+2.72%
Mar 31, 2025
Empirical Wealth Management
251.70K
6.82%
-4.64K
-1.81%
Mar 31, 2025
Precision Wealth Strategies, LLC
243.93K
6.61%
+8.13K
+3.45%
Mar 31, 2025
United Asset Strategies, Inc.
85.97K
2.33%
-960.00
-1.10%
Mar 31, 2025
Fountainhead AM, LLC
59.60K
1.62%
+7.80K
+15.06%
Mar 31, 2025
CW Advisors, LLC
43.94K
1.19%
--
--
Mar 31, 2025
Ratio Wealth Group, LLC
36.79K
1%
--
--
Mar 31, 2024
Wealth Alliance
28.47K
0.77%
--
--
Mar 31, 2025
Brookwood Investment Group LLC
38.20K
1.04%
+38.20K
--
Mar 31, 2025
Mariner Wealth Advisors
24.14K
0.65%
-3.64K
-13.09%
Mar 31, 2025
View more
Related ETFs
Name
Proportion
No Data
Dividend
A total of 0.00 USD has been distributed in dividends over the past 5 years.
Date
Dividend
Record Date
Payment Date
Ex-dividend Date
No Data
Stock Split
Date
Type
Ratio
No Data
Date
Type
Ratio
No Data
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