Belpointe Prep Llc- Class A (OZ) Hedge Fund & Institutional Holdings (Q2 2026)

OZ ranks #6507 out of 37501 tracked stocks by institutional interest, inside the more closely watched half of our coverage.

44 institutions disclose a position in OZ, but none treat it as a major bet — even Precision Wealth Strategies, LLC, its most concentrated holder, allocates just 3.2% of its own portfolio to it.

Precision Wealth Strategies, LLC has trimmed its OZ position for two straight quarters, cutting it by $5.4M while still holding $10.6M.

OZ is up 0.2% today, but institutions show net selling of $1.7M this quarter — a divergence between today's price move and the underlying institutional flow.

OZ reported a net loss of $43.7M over the trailing twelve months.

• Not yet profitable — net loss of $43.7M over the trailing twelve months
• Revenue grew 164.2% year over year
• Net income declined year over year, from -$31.4M to -$43.7M
• Operating cash flow was negative, using $25.2M in cash
• Liabilities run 1.06x equity — within a conventional range