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 | National Multifamily Portfolio II DST | 1717288 | 10/24/2017 | D/A | $63,028,537 | $42,818,896 |
| INVESTMENT PLANNERS, INC. | 18557 | Self-Storage Portfolio I DST | 1673678 | 09/08/2016 | D/A | $49,364,432 | $41,080,976 |
| INVESTMENT PLANNERS, INC. | 18557 | Dallas MSA Multifamily DST | 1587696 | 04/15/2014 | D/A | $40,298,164 | $40,298,164 |
| INVESTMENT PLANNERS, INC. | 18557 | Healthcare Portfolio II DST | 1701369 | 06/19/2017 | D/A | $54,858,510 | $39,738,895 |
| INVESTMENT PLANNERS, INC. | 18557 | RR HV VENTURE HOLDINGS DST | 1450772 | 04/13/2010 | D/A | $47,140,485 | $39,366,890 |
| INVESTMENT PLANNERS, INC. | 18557 | DC MSA Multifamily DST | 1785005 | 06/02/2020 | D/A | $39,280,105 | $39,278,556 |
| INVESTMENT PLANNERS, INC. | 18557 | DC MSA Multifamily DST | 1785005 | 04/29/2020 | D/A | $39,280,105 | $39,145,309 |
| INVESTMENT PLANNERS, INC. | 18557 | Ft. Collins Multifamily Portfolio DST | 1670634 | 10/05/2016 | D/A | $39,012,526 | $39,012,526 |
| INVESTMENT PLANNERS, INC. | 18557 | Healthcare Portfolio II DST | 1701369 | 06/06/2017 | D/A | $54,858,510 | $38,945,072 |
| INVESTMENT PLANNERS, INC. | 18557 | DC MSA Multifamily DST | 1785005 | 04/17/2020 | D/A | $39,280,105 | $38,942,796 |