Position in OZ
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$3,395,383
-$781,038 QoQ
Shares Held
63,823
-0.6% QoQ
Ownership
1.60%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in OZ Over Time
Shares Held
Position Value (USD)
Position in Real Estate - Development
Real Estate · as of Mar 31, 2026Lido Advisors, LLC holds $3,395,383 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
|
63,823 | $3,395,383 |
All Filings in OZ
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,395,383 | 63,823 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $4,176,421 | 64,223 | Shares | Sole | 2026-02-10 | |
| No filing history on record for this holder in this stock. | ||||||