Data / Form D filings / REITS and Finance
Form D filings in REITS and Finance: 40 filings since Jul 24
39 companies in REITS and Finance filed a Form D with the SEC since July 24, 2026, reporting $2.26 billion sold. Largest: JLLIPT Holdings LP ($1.30 billion), SOCOTRA FUND, LLC ($257.5 million), JLL Income Property Trust, Inc. ($98.2 million).
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- 40Form D filings
- $2.26 billionreported sold
- $2.3 millionmedian amount sold
- NYmost filings (13)
By state: NY 13, CA 9, IL 5, FL 3, ND 3, TX 2.
Every filing, newest first
| Company | Industry | City | State | Amount sold | Offering | Investors | Filed | Filing |
|---|---|---|---|---|---|---|---|---|
| BEQUEST ASSET MANAGEMENT, LLC | REITS and Finance | Sarasota | FL | $250,000 | $6,000,000 | 1 | Oct 22 | sec.gov |
| BI Credit Fund V REIT LLC (amended) | REITS and Finance | Miami | FL | $110,000 | $125,000 | 110 | Oct 22 | sec.gov |
| DFW Holding III Member LP | REITS and Finance | Dallas | TX | $125,000 | $125,000 | 125 | Oct 21 | sec.gov |
| Sterling Real Estate Trust (amended) | REITS and Finance | Fargo | ND | $2,325,065 | $12,500,000 | 18 | Oct 20 | sec.gov |
| Roers Multifamily Income REIT Operating Partnership, LP | REITS and Finance | Plymouth | MN | $9,329,379 | $9,329,379 | 46 | Oct 19 | sec.gov |
| Sterling Office & Industrial Properties, LLLP (amended) | REITS and Finance | Fargo | ND | $74,550,753 | $200,000,000 | 56 | Oct 19 | sec.gov |
| Sterling Properties, LLLP (amended) | REITS and Finance | Fargo | ND | $69,770,161 | $200,000,000 | 67 | Oct 19 | sec.gov |
| Apollo Realty Income Solutions, Inc. (amended) | REITS and Finance | New York | NY | $2,663,500 | $1,000,000,000 | 17 | Oct 19 | sec.gov |
| Invesco Real Estate Income Trust Inc. (amended) | REITS and Finance | Dallas | TX | $2,760,525 | $20,000,000 | 28 | Oct 16 | sec.gov |
| BDT & MSD (T) III Credit REIT, LLC | REITS and Finance | New York | NY | $125,000 | $125,000 | 125 | Oct 15 | sec.gov |
| PROVIDENT MORTGAGE TRUST INC (amended) | REITS and Finance | Santa Rosa | CA | $87,497,770 | $250,000,000 | 192 | Oct 15 | sec.gov |
| Kitsap Construction Lenders, LLC | REITS and Finance | Issaquah | WA | $6,600,000 | $6,600,000 | 14 | Oct 13 | sec.gov |
| FSX Retail 37, DST | REITS and Finance | Wall | NJ | $19,806,828 | $48,300,000 | 4 | Oct 13 | sec.gov |
| Onrail SPV LLC | REITS and Finance | Boca Raton | FL | $500,000 | Indefinite | 1 | Oct 13 | sec.gov |
| HB NY REIT, LLC | REITS and Finance | Denver | CO | $115,000 | $115,000 | 115 | Oct 13 | sec.gov |
| JLLIPT Holdings LP (amended) | REITS and Finance | Chicago | IL | $1,303,872,204 | Indefinite | 1020 | Oct 13 | sec.gov |
| ARROW PROPERTIES INC /NY | REITS and Finance | Glens Falls | NY | $0 | $9,000 | 0 | Oct 13 | sec.gov |
| San Bruno EB-5 Fund LLC | REITS and Finance | Foster City | CA | $0 | $14,400,000 | 0 | Oct 9 | sec.gov |
| Longhorn JV B2 REIT LLC | REITS and Finance | Chicago | IL | $123,000 | $123,000 | 123 | Oct 6 | sec.gov |
| SOCOTRA OPPORTUNITY FUND, LLC (amended) | REITS and Finance | Sacremento | CA | $59,761,263 | $100,000,000 | 352 | Oct 6 | sec.gov |
| SOCOTRA FUND, LLC (amended) | REITS and Finance | Sacramento | CA | $257,524,872 | $750,000,000 | 1255 | Oct 6 | sec.gov |
| JLL Income Property Trust, Inc. (amended) | REITS and Finance | Chicago | IL | $37,069,618 | Indefinite | 281 | Oct 6 | sec.gov |
| JLL Income Property Trust, Inc. (amended) | REITS and Finance | Chicago | IL | $98,188,146 | $350,000,000 | 1 | Oct 6 | sec.gov |
| BR Coinvest RT, LLC | REITS and Finance | San Francisco | CA | $125,000 | $125,000 | 125 | Oct 5 | sec.gov |
| Equity Partners II, Inc. (amended) | REITS and Finance | Chino Hills | CA | $1,330,000 | $50,000,000 | 2 | Oct 5 | sec.gov |
| Blackbird Real Estate Partners III, L.P. (amended) | REITS and Finance | Chicago | IL | $35,200,000 | $200,000,000 | 26 | Oct 5 | sec.gov |
| J.P. Morgan REIT (US Plan) LLC (amended) | REITS and Finance | New York | NY | $0 | Indefinite | 71 | Oct 5 | sec.gov |
| Corebridge U.S. Fund V Co-Investment I REIT, LLC | REITS and Finance | New York | NY | $125,000 | $125,000 | 125 | Oct 1 | sec.gov |
| One Marina REIT (DE) LLC | REITS and Finance | New York | NY | $125,000 | $125,000 | 125 | Oct 1 | sec.gov |
| VBG XLIII REIT LLC | REITS and Finance | New York | NY | $125,000 | $125,000 | 125 | Oct 1 | sec.gov |
| VBG XLIII GLOBAL REIT LLC | REITS and Finance | New York | NY | $125,000 | $125,000 | 125 | Oct 1 | sec.gov |
| ARS X Merritt REIT | REITS and Finance | New York | NY | $125,000 | $125,000 | 125 | Oct 1 | sec.gov |
| Horizon AC PropCo Investor, LLC | REITS and Finance | New York | NY | $125,000 | $125,000 | 125 | Oct 1 | sec.gov |
| Fundrise Opportunistic Credit Fund II, LLC (amended) | REITS and Finance | Washington | DC | $92,730,969 | Indefinite | 692 | Oct 1 | sec.gov |
| EMIP 27, LLC | REITS and Finance | New York | NY | $2,090,000 | Indefinite | 66 | Sep 30 | sec.gov |
| New Age Financial Invest LLC (amended) | REITS and Finance | San Francisco | CA | $1,300,000 | $2,500,000 | 4 | Sep 30 | sec.gov |
| Socotra Opportunity Fund II LLC (amended) | REITS and Finance | Sacramento | CA | $15,373,880 | $100,000,000 | 127 | Sep 30 | sec.gov |
| HERZER FINANCIAL MORTGAGE FUND, LLC (amended) | REITS and Finance | Sacramento | CA | $76,441,286 | $250,000,000 | 343 | Sep 30 | sec.gov |
| Prime Storage Fund IV REIT-F, LLC | REITS and Finance | Saratoga Springs | NY | $0 | Indefinite | 0 | Sep 30 | sec.gov |
| Prime Storage Fund IV REIT-A, LLC | REITS and Finance | Saratoga Springs | NY | $0 | Indefinite | 0 | Sep 30 | sec.gov |
Other industries
- Agriculture 4
- Biotechnology 51
- Business Services 32
- Commercial 132
- Commercial Banking 17
- Computers 9
- Construction 10
- Energy Conservation 4
- Health Insurance 2
- Hospitals and Physicians 1
- Insurance 19
- Investing 46
- Investment Banking 5
- Lodging and Conventions 4
- Manufacturing 41
- Oil and Gas 49
- Other 317
- Other Banking and Financial Services 49
- Other Energy 30
- Other Health Care 68
- Other Real Estate 169
- Other Technology 336
- Other Travel 1
- Pharmaceuticals 10
- Residential 76
- Restaurants 13
- Retailing 12
- Telecommunications 3
- Tourism and Travel Services 2
Read from SEC EDGAR, last updated 2026-10-23. Operating companies only; pooled investment funds are left out. Free to reuse with credit to SpecStream under CC BY 4.0.