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Belpointe PREP LLC

OZ
50.180USD
+0.570+1.14%
Close 02/06, 16:00ETQuotes delayed by 15 min
195.26MMarket Cap
LossP/E TTM

Belpointe PREP LLC

50.180
+0.570+1.14%

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.

Belpointe PREP LLC Info

Ticker SymbolOZ
Company nameBelpointe PREP LLC
IPO dateOct 18, 2021
CEOLacoff (Brandon E)
Number of employees- -
Security typeUnit
Fiscal year-endOct 18
Address255 Glenville Road
CityGREENWICH
Stock exchangeNASDAQ OMX – NASDAQ Basic Amex
CountryUnited States of America
Postal code06831
Phone12038831944
Websitehttps://belpointeoz.com/
Ticker SymbolOZ
IPO dateOct 18, 2021
CEOLacoff (Brandon E)

Company Executives of Belpointe PREP LLC

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

Relevant data have not been disclosed by the company yet.
Relevant data have not been disclosed by the company yet.
By Business
By Region
Relevant data have not been disclosed by the company yet.

Shareholding Stats

Updated: Fri, Jan 2
Updated: Fri, Jan 2
Shareholders
Shareholder Types
Shareholders
Shareholders
Proportion
Empirical Wealth Management
6.54%
Precision Wealth Strategies, LLC
6.51%
Belpointe Asset Management LLC
5.78%
United Asset Strategies, Inc.
2.36%
Fountainhead AM, LLC
1.65%
Other
77.16%
Shareholders
Shareholders
Proportion
Empirical Wealth Management
6.54%
Precision Wealth Strategies, LLC
6.51%
Belpointe Asset Management LLC
5.78%
United Asset Strategies, Inc.
2.36%
Fountainhead AM, LLC
1.65%
Other
77.16%
Shareholder Types
Shareholders
Proportion
Investment Advisor
27.70%
Investment Advisor/Hedge Fund
7.19%
Hedge Fund
0.15%
Research Firm
0.07%
Other
64.89%

Institutional Shareholding

Updated: Thu, Jan 1
Updated: Thu, Jan 1
Reporting Period
No. of institutions
Shares Held
Proportion
Change
2025Q4
67
1.35M
35.62%
-211.31K
2025Q3
71
1.43M
37.65%
-203.85K
2025Q2
73
1.39M
36.61%
-289.90K
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
View more

Shareholder Activity

Name
Shares Held
Proportion
Change
Chg %
Date
Empirical Wealth Management
248.78K
6.56%
-2.48K
-0.99%
Sep 30, 2025
Precision Wealth Strategies, LLC
246.96K
6.51%
+3.03K
+1.24%
Sep 30, 2025
Belpointe Asset Management LLC
306.37K
8.08%
-864.00
-0.28%
Sep 30, 2025
United Asset Strategies, Inc.
85.42K
2.25%
-399.00
-0.46%
Sep 30, 2025
Fountainhead AM, LLC
62.37K
1.65%
-199.00
-0.32%
Sep 30, 2025
Osaic Holdings, Inc.
56.35K
1.49%
--
--
Sep 30, 2025
CW Advisors, LLC
43.94K
1.16%
--
--
Jun 30, 2025
PlainsCapital Corporation
30.70K
0.81%
+30.70K
--
Sep 30, 2025
Brookwood Investment Group LLC
29.88K
0.79%
+4.12K
+15.97%
Sep 30, 2025
Wealth Alliance
28.47K
0.75%
--
--
Sep 30, 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 Splits

Date
Ex-dividend Date
Type
Ratio
No Data
Date
Ex-dividend Date
Type
Ratio
No Data
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