Position in OZ
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$239,176
-$41,773 QoQ
Shares Held
5,281
0.0% QoQ
Ownership
0.130%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#29
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, 2026NewEdge Wealth, LLC holds $2,055,569 across 2 Real Estate - Development names. OZ ranks #2 (11.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FOR |
Forestar Group Inc.
|
57,390 | $1,816,393 | |
| 2 | OZ |
Belpointe PREP, LLC
This page
|
5,281 | $239,176 |
All Filings in OZ
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $239,176 | 5,281 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $280,949 | 5,281 | Shares | Sole | 2026-05-13 | |
| No filing history on record for this holder in this stock. | ||||||