Position in OZ
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$399,000
-$88,725 QoQ
Shares Held
7,500
0.0% QoQ
Ownership
0.188%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 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, 2026Mutual Advisors, LLC holds $1,263,258 across 2 Real Estate - Development names. OZ ranks #2 (31.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HHH |
Howard Hughes Holdings Inc.
|
13,662 | $864,258 | |
| 2 | OZ |
Belpointe PREP, LLC
This page
|
7,500 | $399,000 |
All Filings in OZ
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $399,000 | 7,500 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $487,725 | 7,500 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $480,000 | 7,500 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $488,062 | 7,500 | Shares | Sole | 2025-07-28 | |
| No filing history on record for this holder in this stock. | ||||||