Walser Wealth Management Company, A Ltd Liability Co
Position in OZ — Belpointe PREP, LLC
CIK 2112280
TAMPA, FL
Position in OZ
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$274,095
-$47,871 QoQ
Shares Held
6,052
0.0% QoQ
Ownership
0.149%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#25
of 43 holders
Holding Since
Dec 2025
3 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, 2026Walser Wealth Management Company, A Ltd Liability Co holds $274,095 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
|
6,052 | $274,095 |
All Filings in OZ
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $274,095 | 6,052 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $321,966 | 6,052 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $393,561 | 6,052 | Shares | Sole | 2026-02-23 | |
| No filing history on record for this holder in this stock. | ||||||