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 | Self-Storage Portfolio II DST | 1691225 | 03/20/2017 | D/A | $21,384,982 | $11,386,914 |
| INVESTMENT PLANNERS, INC. | 18557 | Self-Storage Portfolio III DST | 1702835 | 05/31/2017 | D/A | $20,001,613 | $11,382,858 |
| INVESTMENT PLANNERS, INC. | 18557 | Hillsboro 1031 DST | 1482177 | 04/27/2010 | D/A | $12,837,500 | $11,354,242 |
| INVESTMENT PLANNERS, INC. | 18557 | Healthcare Portfolio II DST | 1701369 | 04/11/2017 | D/A | $54,858,510 | $11,264,085 |
| INVESTMENT PLANNERS, INC. | 18557 | Atlas Growth Partners, L.P. | 1572702 | 12/10/2013 | D/A | $500,000,000 | $11,186,000 |
| INVESTMENT PLANNERS, INC. | 18557 | Fort Myers Multifamily DST | 1759531 | 04/16/2019 | D/A | $23,971,364 | $11,067,099 |
| INVESTMENT PLANNERS, INC. | 18557 | Hillsboro 1031 DST | 1482177 | 04/14/2010 | D/A | $12,837,500 | $11,046,243 |
| INVESTMENT PLANNERS, INC. | 18557 | Downers Grove Retail DST | 1583111 | 01/09/2014 | D/A | $11,604,054 | $11,024,448 |
| INVESTMENT PLANNERS, INC. | 18557 | College Station Retail DST | 1547502 | 07/24/2012 | D/A | $11,605,425 | $10,911,705 |
| INVESTMENT PLANNERS, INC. | 18557 | National Net Lease Portfolio III DST | 1576281 | 08/01/2013 | D/A | $12,283,677 | $10,880,263 |