Position in OZ
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$209,342
-$46,551 QoQ
Shares Held
3,935
0.0% QoQ
Ownership
0.098%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in OZ Over Time
Shares Held
Position Value (USD)
Position in Real Estate - Development
Real Estate · as of Mar 31, 2026MONETA GROUP INVESTMENT ADVISORS LLC holds $209,342 across 1 Real Estate - Development name. OZ ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OZ |
Belpointe PREP, LLC
This page
|
3,935 | $209,342 |
All Filings in OZ
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $209,342 | 3,935 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $255,893 | 3,935 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $251,840 | 3,935 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $251,905 | 3,871 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $253,807 | 3,935 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $304,569 | 3,935 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $271,593 | 3,935 | Shares | Sole | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||