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BROWN ADVISORY INC

Position in OZ — Belpointe PREP, LLC

CIK 1345929 BALTIMORE, MD

Position in OZ

as of Mar 31, 2026 · filed May 15, 2026
Position Value
$298,505
-$66,378 QoQ
Shares Held
5,611
0.0% QoQ
Ownership
0.140%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Dec 2024
6 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, 2026

BROWN ADVISORY INC holds $608,036 across 2 Real Estate - Development names. OZ ranks #2 (49.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 OZ
Belpointe PREP, LLC
This page
5,611 $298,505

All Filings in OZ

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6 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $298,505 5,611
2025-12-31 $364,883 5,611
2025-09-30 $359,104 5,611
2025-06-30 $365,135 5,611
2025-03-31 $361,909 5,611
2024-12-31 $434,291 5,611