Position in OZ
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$280,949
New position
Shares Held
5,281
first reported quarter
Ownership
0.132%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Position in Real Estate - Development
Real Estate · as of Mar 31, 2026NewEdge Wealth, LLC holds $1,391,551 across 2 Real Estate - Development names. OZ ranks #2 (20.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FOR |
Forestar Group Inc.
|
45,442 | $1,110,602 | |
| 2 | OZ |
Belpointe PREP, LLC
This page
|
5,281 | $280,949 |
All Filings in OZ
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $280,949 | 5,281 | Shares | Sole | 2026-05-13 | |
| No filing history on record for this holder in this stock. | ||||||