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BROWN ADVISORY INC

Position in OZ — Belpointe PREP, LLC

CIK 1345929 BALTIMORE, MD

Position in OZ

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$254,122
-$44,383 QoQ
Shares Held
5,611
0.0% QoQ
Ownership
0.138%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#27
of 43 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in OZ Over Time

Shares Held

Position Value (USD)

Position in Real Estate - Development

Real Estate · as of Jun 30, 2026

BROWN ADVISORY INC holds $1,214,089 across 2 Real Estate - Development names. OZ ranks #2 (20.9% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 OZ
Belpointe PREP, LLC
This page
5,611 $254,122

All Filings in OZ

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7 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $254,122 5,611
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