tradingkey.logo

Belpointe PREP LLC

OZ
62.070USD
-3.180-4.87%
Market hours ETQuotes delayed by 15 min
237.38MMarket Cap
LossP/E TTM

Belpointe PREP LLC

62.070
-3.180-4.87%

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
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 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

No Data
No Data
By Business
By Region
No Data

Shareholding Stats

Updated: Sat, Sep 6
Updated: Sat, Sep 6
Shareholders
Shareholder Types
Shareholders
Shareholders
Proportion
Belpointe Asset Management LLC
8.09%
Empirical Wealth Management
6.64%
Precision Wealth Strategies, LLC
6.52%
United Asset Strategies, Inc.
2.26%
Fountainhead AM, LLC
1.65%
Other
74.85%
Shareholders
Shareholders
Proportion
Belpointe Asset Management LLC
8.09%
Empirical Wealth Management
6.64%
Precision Wealth Strategies, LLC
6.52%
United Asset Strategies, Inc.
2.26%
Fountainhead AM, LLC
1.65%
Other
74.85%
Shareholder Types
Shareholders
Proportion
Investment Advisor
27.96%
Investment Advisor/Hedge Fund
9.50%
Venture Capital
0.12%
Research Firm
0.08%
Other
62.35%

Institutional Shareholding

Updated: Wed, Oct 1
Updated: Wed, Oct 1
Reporting Period
No. of institutions
Shares Held
Proportion
Change
2025Q3
71
1.43M
37.65%
-204.39K
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
2023Q2
63
1.42M
39.84%
-50.27K
View more

Shareholder Activity

Name
Shares Held
Proportion
Change
Chg %
Date
Belpointe Asset Management LLC
307.23K
8.11%
+737.00
+0.24%
Jun 30, 2025
Empirical Wealth Management
251.25K
6.64%
-443.00
-0.18%
Jun 30, 2025
Precision Wealth Strategies, LLC
243.93K
6.44%
--
--
Jun 30, 2025
United Asset Strategies, Inc.
85.82K
2.27%
-155.00
-0.18%
Jun 30, 2025
Fountainhead AM, LLC
62.56K
1.65%
+2.96K
+4.97%
Jun 30, 2025
Osaic Holdings, Inc.
56.35K
1.49%
+56.35K
--
Jun 30, 2025
CW Advisors, LLC
43.94K
1.16%
--
--
Jun 30, 2025
Ratio Wealth Group, LLC
36.79K
0.97%
--
--
Mar 31, 2024
Brookwood Investment Group LLC
25.76K
0.68%
-12.44K
-32.57%
Jun 30, 2025
Wealth Alliance
28.47K
0.75%
--
--
Jun 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 Split

Date
Type
Ratio
No Data
Date
Type
Ratio
No Data
KeyAI