SecBot SecBot

OZ

Belpointe PREP, LLC
NYSE· Real Estate· Inc. DE· CIK 0001807046 Real Estate
$35.52 −0.76 (−2.08%)
Oct 26 4:00 PM ET · prev $36.28
Market cap
$151.0M
Micro cap
Next earnings
Nov 12
in 16 days
1 year
−44.5%
from $64.00 · Oct 27
30 days
−15.4%
from $42.00
52-week range
$35.52–67.99
at the low
Avg volume 20D
27.4K
Oct 9 spike 87.0K
Short interest
🔒 Subscribers only
New fund stakes
0
Q2 2026 13F · 0 exits
Filing reports
4
analyzed by SecBot
SecBot read MIXED 3 reports · 90 days
Balance 0 bearish · 0 bullish · 3 neutral oldest → newest, height = score
Avg score ·High conf. 3/3 ·Next Earnings date, Nov 12, 2026
Strongest NEUTRAL Belpointe PREP's wholly-owned subsidiary received full prepayment of a $5M convertible promissory note from…
All reports →

Price

Daily candles with volume.

Signal stack

Where each data set points today.

  • InstitutionsMIXED

    Q2 2026: 2 added (0 new), 2 trimmed or exited.

  • TrendDOWNTREND

    18% below its 50-day average. New closing low $35.52 on Oct 26.

Who's buying

13F· Q2 2026
0
new positions
0
exits
FundMoveSharesValue
LPL Financial LLCADD25,517$1.2M
Lido Advisors, LLCTRIM22,911$1.0M
Mariner, LLCTRIM11,973$542.3K
JONES FINANCIAL COMPANIES LLLPADD10$451.00
OSAIC HOLDINGS, INC.ADD94,077$5.0M
MORGAN STANLEYTRIM3,212$170.9K
Cetera Investment AdvisersDOUBLED18,330$1.2M
MORGAN STANLEYADD4,858$315.9K

Quarterly 13F filings are due 45 days after each quarter ends.

Earnings setup

Estimates
Nov 12
reports in 16 days
PeriodEPS est.Range30D rev.Revenue
Current Q———$0.00
Next Q———$0.00
Current FY———$0.00
Next FY———$0.00
Catalysts
Scheduled dates and disclosed events: earnings, FDA and trial readouts, halts, press releases. Colored dot = impact.
Upcoming
Nov 12, 2026
Earnings date
OZ Q3 2026 Earnings Scheduled — 2026-11-12
Recent
Aug 3, 2026
Earnings date
OZ Q2 2026 Earnings Scheduled — 2026-08-03
Jun 30, 2026
Short interest
Short Interest: OZ up 4% to 0.1M shares
Settlement 2026-06-30 | Days to cover: 10.11 | ≈3.16% of shares outstanding (est.)
May 13, 2026
Earnings date
OZ Q1 2026 Earnings Scheduled — 2026-05-13
Apr 8, 2026
Press release
BELPOINTE OZ ISSUES CHAIRMAN & CEO LETTER TO UNITHOLDERS
GREENWICH, CT, April 08, 2026 (GLOBE NEWSWIRE) -- Belpointe PREP, LLC (“Belpointe OZ” or the “Company”) (NYSE American: OZ), the only Qualified…
Mar 30, 2026
Earnings date
OZ Q4 2025 Earnings Scheduled — 2026-03-30

Short side

FINRA· Oct 15, 2026
🔒 Subscribers only
shares short
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Oct 23, 2026 SEC
Belpointe PREP's wholly-owned subsidiary received full prepayment of a $5M convertible promissory note from 100…
8-K — Impact 3/10
Oct 16, 2026 SEC
David James Donnalley filed a Schedule 13G disclosing beneficial ownership of 219,539 Class A units of Belpointe PREP…
SC 13G — Impact 3/10
Aug 28, 2026 SEC
Belpointe PREP, LLC disclosed its quarterly net asset value (NAV) as of June 30, 2026, via an Item 8.01 Other Events…
8-K — Impact 3/10
Aug 3, 2026 Earnings calendar
OZ Q2 2026 Earnings Scheduled — 2026-08-03
Jun 30, 2026 Inst.
LPL Financial LLC — ADD
25,517 shares ($1.2M)
Jun 30, 2026 Inst.
Lido Advisors, LLC — TRIM
22,911 shares ($1.0M)

SecBot reports

4 filings · 0 bullish · 0 bearish · 4 neutral
All OZ filing & press-release reports (4)