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MORGAN STANLEY

Position in OZ — Belpointe PREP, LLC

CIK 895421 NEW YORK, NY

Position in OZ

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$145,471
-$25,407 QoQ
Shares Held
3,212
0.0% QoQ
Ownership
0.079%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#37
of 43 holders
Holding Since
Sep 2022
16 quarters on record
Voting authority Sole 3% Shared 0% None 97%

Common Shares in OZ Over Time

Shares Held

Position Value (USD)

Position in Real Estate - Development

Real Estate · as of Jun 30, 2026

MORGAN STANLEY holds $74,049,099 across 13 Real Estate - Development names. OZ ranks #8 (0.2% of the industry book) .

# Ticker Company Shares Value (USD) Open
8 OZ
Belpointe PREP, LLC
This page
3,212 $145,471

All Filings in OZ

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16 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $145,471 3,212
2026-03-31 $170,878 3,212
2025-12-31 $315,914 4,858
2025-09-30 $204,480 3,195
2025-06-30 $209,735 3,223
2025-03-31 $209,818 3,253
2024-12-31 $246,363 3,183
2024-09-30 $216,239 3,133
2024-06-30 $180,126 3,111
2024-03-31 $183,339 3,011
2023-12-31 $304,287 3,939
2023-09-30 $258,042 3,011
2023-06-30 $261,957 3,011
2023-03-31 $1,045,494 11,146
2022-12-31 $1,579,000 15,790
2022-09-30 $844,500 10,000