Form Ds provide information on individual, unregistered securities offerings.
Search by Recipient Name or Primary Issuer:
| Recipient | CRD | Primary Issuer | CIK | Filing Date | Form Type | Total Offering Amount | Total Amount Sold |
|---|---|---|---|---|---|---|---|
| INVESTMENT PLANNERS, INC. | 18557 | Dallas Multifamily DST | 1698656 | 05/11/2017 | D/A | $22,631,637 | $16,521,101 |
| INVESTMENT PLANNERS, INC. | 18557 | Winston-Salem Office DST | 1543600 | 03/23/2012 | D/A | $24,494,554 | $16,408,581 |
| INVESTMENT PLANNERS, INC. | 18557 | Healthcare Hospitality II DST | 1790593 | 01/23/2020 | D/A | $18,114,363 | $16,327,921 |
| INVESTMENT PLANNERS, INC. | 18557 | Self-Storage Portfolio III DST | 1702835 | 06/29/2017 | D/A | $20,001,613 | $16,146,098 |
| INVESTMENT PLANNERS, INC. | 18557 | Ft. Collins Multifamily III DST | 1680369 | 09/15/2016 | D/A | $21,715,585 | $16,063,570 |
| INVESTMENT PLANNERS, INC. | 18557 | Grocery & Pharmacy Portfolio DST | 1528500 | 12/15/2011 | D/A | $23,425,285 | $15,775,607 |
| INVESTMENT PLANNERS, INC. | 18557 | CW Pharmacy I DST | 1550184 | 08/09/2012 | D/A | $17,977,380 | $15,629,769 |
| INVESTMENT PLANNERS, INC. | 18557 | Pharmacy Portfolio II DST | 1530173 | 04/04/2012 | D/A | $14,636,594 | $14,636,594 |
| INVESTMENT PLANNERS, INC. | 18557 | Self-Storage Portfolio II DST | 1691225 | 04/05/2017 | D/A | $21,384,982 | $14,503,147 |
| INVESTMENT PLANNERS, INC. | 18557 | Colorado Multifamily Portfolio IV DST | 1734673 | 04/12/2018 | D/A | $115,374,057 | $14,355,038 |