Position in OZ
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$734,875
-$128,348 QoQ
Shares Held
16,226
0.0% QoQ
Ownership
0.400%
of shares outstanding
% of Portfolio
0.54%
of 13F equity value
Holder Rank
#14
of 43 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in OZ Over Time
Shares Held
Position Value (USD)
Position in Real Estate - Development
Real Estate · as of Jun 30, 2026Navis Wealth Advisors, LLC holds $734,875 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
|
16,226 | $734,875 |
All Filings in OZ
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $734,875 | 16,226 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $863,223 | 16,226 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||