Belpointe PREP, LLC Class A Units — Institutional Ownership
Which tracked institutions hold OZ, and how they changed the position last quarter. Latest holdings as of Jun 30, 2026. Source: SEC 13-F filings.
3
Funds holding
$327175
Total value held
Buying
1 added/new · 0 reduced
| # | Institution | Value | Shares | Δ Shares | Change (QoQ) |
|---|---|---|---|---|---|
| 1 | Ubs Group Ag | $181704 | 4012 | +4012 | NEW BUY |
| 2 | Morgan Stanley | $145471 | 3212 | — | Held |
| 3 | Royal Bank Of Canada | $0 | 5 | — | Held |
Aggregated across tracked institutional filers. Reported quarterly on SEC Form 13-F and may lag. For research only — not investment advice.