SC 13G ·Filed Oct 16, 2026
Passive investor 5%+ stake
Actionable Insight • Neutral
Monitor for any conversion of this 13G to a 13D, which would signal a shift to activist intent. The stake is modest at 5.6%, so near-term influence is unlikely.
Latest settled — T+5d
OZ ▲ +1.47% at T+5d
NEUTRAL call +1.47% · α vs SPY +1.90% · entry $35.75 → $36.28
T+1d
+1.40%
call +1.40% · α +0.98%
$36.25
settled 8d ago
T+5d
+1.47%
call +1.47% · α +1.90%
$36.28
settled 4d ago
T+20d
Pending
in 17d
T+60d
Pending
in 3mo
Price Chart
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Executive Summary
David James Donnalley filed a Schedule 13G disclosing beneficial ownership of 219,539 Class A units of Belpointe PREP, LLC, representing a 5.6% passive stake. This is a new filing (not an amendment) by an individual investor, indicating no intent to influence management.
Key Financial Metrics
Stake
5.6%
Investor
Donnalley David James
Key Facts
- David James Donnalley disclosed 219,539 Class A units, representing 5.6% of shares outstanding.
- The filing is a new Schedule 13G, not an amendment, filed under Rule 13d-1(c) (passive investor).
- The investor certifies the securities were not acquired to change or influence control of the issuer.
- A prior Schedule 13G/A was filed by Empirical Financial Services, LLC on January 29, 2026, but that is a different filer.
Financial Impact
Passive stake of 5.6% — no direct financial impact from the filing itself.
Risk Factors
- No material risks identified from this passive filing.
Investment Themes
Real Estate
Documents Analyzed
This report is based on 3 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| SC 13G Filing (Primary) | 0002160411-26-000001 |
| Document: 0002160411-26-000001-index.html | 0002160411-26-000001 |
| Document: 0002160411-26-000001.txt | 0002160411-26-000001 |
4 reports for OZ
Filters
Rows
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 23, 2026 3d ago | 8-K | $36.28 | awaiting T+20 | — | $35.52 (−2.08%) |
Oct 16, 2026 11d ago | SC 13G | $35.75 | awaiting T+20 | — | $35.52 (−0.64%) |
Aug 28, 2026 8w ago | 8-K | $47.86 $42.00 | ▼ −12.24% | ▼ −12.50% | $35.52 (−25.78%) |
Jun 15, 2026 19w ago | 8-K | $46.07 $45.65 | ▼ −0.93% | ▼ −1.13% | $35.52 (−22.90%) |
Showing 4 of 4
US Market Status
Market Closed — Opens in 1h 42m
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