PartnerFacts
Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 10:31 AM ET

Sponsor Check › Sponsor group

C

Core

One sponsor team, 11 deal companies · Cleveland, OH

Grouped because: 4 shared people, 3 shared management entities, same business address (11 issuers), similar issuer names (8) (automatic match from the filings) · not the same sponsor?

11deal companies
$4.76Breported sold
351investors
42Form D filings
2010–2026active
1new, last 12 mo
Follow this sponsor groupLook further ↓

Data last updated Oct 23, 2026, 5:45 PM ET · Latest filing in this group Jan 22, 2026 · Courts (RECAP) last checked: Oct 24, 2026, 2:17 AM ET · SEC enforcement last checked: covered by the index scan as of Oct 24, 2026, 2:50 AM ET

The short version

Core is a sponsor group of 11 issuers that PartnerFacts links to one sponsor (shared people, same business address, similar issuer names, shared management entity; automatic match from the filings), filing 42 Form D filings between Oct 2010 and Jan 2026.

What this means One team, 11 deal companies, about 16 years of track record in SEC filings. We link the companies because the same people or address appear on their forms — tap "Request a correction" if that is wrong.

Combined reported sold: $4.76B to 351 investors (latest filing per issuer). Industries as reported: Pooled Investment Fund (11). Issuers are based in OH (11).

What this means $4.76B raised across the group, about $13.6M per investor. Amounts come from each company's latest Form D; they are what the sponsor reported, not audited figures.

Principal people: Gary A. Zdolshek (11 issuers, executive officer and director), Garrett E. Zdolshek (5 issuers, executive officer), IDR Investment Management, LLC (5 issuers, promoter, entity), Angela Cooper (4 issuers, executive officer), Thomas J. Bartos (4 issuers, executive officer and director) and 9 more.

What this means The person on the most companies is usually the one running the show; their page lists every deal.

Activity: 1 new offering in the last 12 months; latest filing Jan 22, 2026.

What this means still raising money this year.

Adviser registration (Form ADV) on record: IDR INVESTMENT MANAGEMENT, LLC.

Public records searched: federal courts (CourtListener / RECAP), SEC enforcement releases, state securities regulators (AK, AL, AR, AZ, CA, CO, CT, DC, DE, FINRA, FL, GA, HI, ID, IL, KS, KY, LA, MA, MD, ME, MI, MO, MS, MT, NASAA, NC, ND, NH, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VT, WA, WI, WV, WY), property records (NYC, FL, IL and TX counties) — 18 court cases matching the name, 5 bankruptcy cases matching the name listed in Key records below.

What this means 23 records came back, including 1 court case still open — open cases can take years and cost money. Each one is listed below with a link to the original document and a line saying why it matched. A name match is not proof it is the same person or company — read the why line and the document. Being sued or named in a release is an accusation, not a finding.

We compared 42 public filings for Core and found 15 differences, 4 worth asking the sponsor about: Amount sold went down between filings; 11 other issuers file from the same address; and more below.

What this means These are differences between the sponsor's own SEC filings — both values, dates and sources are listed in Key records, section 4. Most have ordinary explanations; ask the sponsor.

What the community is saying

Community search for Core has not run yet — it is joining a line of 55,667 names; searches run around the clock at the hosts' allowed rate. Searched so far: 641 names.

Community comments are quoted as written by their authors. Sources searched: Bing (site:reddit.com / site:biggerpockets.com) and Reddit's own search, plus DuckDuckGo/Brave/BiggerPockets search when they are answering.

Key records

Five things investors ask first. Items still in human review are counted, not shown.

1. Lawsuits

18 cases: 1 open, 7 closed (disposition not in docket feed), 6 dismissed, 4 judgment

Potosky v. Core, LLC open matched at sponsor-group level (Core)
District Court, S.D. Texas · No. 1:26-cv-00667 · Filed Jun 12, 2026
Role of Core, LLC: Defendant · Outcome: Open — no termination date on the docket (bulk snapshot 2026-09-30) Docket on CourtListener ↗
exact company name; name has one distinctive word; court in TX (not the issuer's state)
Barnett v. Core, L.L.C. closed matched at sponsor-group level (Core)
District Court, M.D. Louisiana · No. 3:23-cv-01459 · Filed Oct 6, 2023 · Closed Aug 28, 2024
Role of Core, L.L.C.: Defendant · Outcome: Terminated 2024-08-28 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; name has one distinctive word; court in LA (not the issuer's state)
Sawasawa LLC v. Heart and Core LLC closed matched at sponsor-group level (Core)
District Court, C.D. California · No. 2:22-cv-01735 · Filed Mar 16, 2022 · Closed Jun 24, 2022
Role of Core LLC: Defendant · Outcome: Terminated 2022-06-24 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; name has one distinctive word; court in CA (not the issuer's state)
Core, Inc. v. Tug Technologies Corporation dismissed matched at sponsor-group level (Core)
District Court, S.D. Florida · No. 9:08-cv-80527 · Filed May 19, 2008 · Closed Mar 2, 2009 · Nature of suit: 190 Other contract actions
Role of Core, Inc.: Plaintiff · Outcome: Terminated 2009-03-02 — FJC Integrated Database disposition: Dismissed: settled Docket on CourtListener ↗
exact company name; name has one distinctive word; court in FL (not the issuer's state)
BOYKINS v. CORE, INC. dismissed matched at sponsor-group level (Core)
District Court, D. New Jersey · No. 3:05-cv-02526 · Filed May 10, 2005 · Closed Aug 4, 2005 · Nature of suit: 791 Employee Retirement Income Security Act
Role of CORE, INC.: Defendant · Outcome: Terminated 2005-08-04 — FJC Integrated Database disposition: Dismissed: settled Docket on CourtListener ↗
exact company name; name has one distinctive word; court in NJ (not the issuer's state); filed 2005, issuer incorporated 2010
Hessel v. Core, Inc. closed matched at sponsor-group level (Core)
District Court, W.D. Michigan · No. 2:05-cv-00098 · Filed Apr 25, 2005 · Closed Aug 4, 2005
Role of Core, Inc.: Defendant · Outcome: Terminated 2005-08-04 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; name has one distinctive word; court in MI (not the issuer's state); filed 2005, issuer incorporated 2010
Hessel v. CORE, Incorporated closed matched at sponsor-group level (Core)
District Court, E.D. Michigan · No. 1:05-cv-10051 · Filed Feb 14, 2005 · Closed Apr 21, 2005 · Nature of suit: 791 Employee Retirement Income Security Act
Role of CORE, Incorporated: Defendant · Outcome: Terminated 2005-04-21 — FJC Integrated Database disposition: Transfer to another district Docket on CourtListener ↗
exact company name; name has one distinctive word; court in MI (not the issuer's state); filed 2005, issuer incorporated 2010
Hill v. Core, Inc. closed matched at sponsor-group level (Core)
District Court, E.D. Tennessee · No. 3:04-cv-00094 · Filed Feb 18, 2004 · Closed Jun 16, 2004 · Nature of suit: 791 Employee Retirement Income Security Act
Role of Core, Inc.: Defendant · Outcome: Terminated 2004-06-16 — FJC Integrated Database disposition: Transfer to another district Docket on CourtListener ↗
exact company name; name has one distinctive word; court in TN (not the issuer's state); filed 2004, issuer incorporated 2010
MEDCO HEALTH SOLUTIO v. CORE, INC. dismissed matched at sponsor-group level (Core)
District Court, D. New Jersey · No. 2:03-cv-05351 · Filed Nov 12, 2003 · Closed Aug 31, 2004 · Nature of suit: 190 Other contract actions
Role of CORE, INC.: Defendant · Outcome: Terminated 2004-08-31 — FJC Integrated Database disposition: Dismissed: settled Docket on CourtListener ↗
exact company name; name has one distinctive word; court in NJ (not the issuer's state); filed 2003, issuer incorporated 2010
Core, L.L.C. v. Agraquest, Inc. judgment matched at sponsor-group level (Core)
District Court, E.D. Missouri · No. 4:03-cv-00558 · Filed Apr 30, 2003 · Closed Jul 29, 2004 · Nature of suit: 190 Other contract actions
Role of Core, L.L.C.: Plaintiff · Outcome: Terminated 2004-07-29 — FJC Integrated Database disposition: Judgment on consent; judgment for plaintiff Docket on CourtListener ↗
exact company name; name has one distinctive word; court in MO (not the issuer's state); filed 2003, issuer incorporated 2010
Ghanem v. Core, Inc. dismissed matched at sponsor-group level (Core)
District Court, E.D. Virginia · No. 2:03-cv-00243 · Filed Mar 31, 2003 · Closed Jan 26, 2004 · Nature of suit: 791 Employee Retirement Income Security Act
Role of Core, Inc.: Defendant · Outcome: Terminated 2004-01-26 — FJC Integrated Database disposition: Dismissed: settled Docket on CourtListener ↗
exact company name; name has one distinctive word; court in VA (not the issuer's state); filed 2003, issuer incorporated 2010
Woods v. CORE Inc judgment matched at sponsor-group level (Core)
District Court, D. Kansas · No. 6:01-cv-01246 · Filed Jul 30, 2001 · Closed Feb 20, 2004 · Nature of suit: 791 Employee Retirement Income Security Act
Role of CORE Inc: Defendant · Outcome: Terminated 2004-02-20 — FJC Integrated Database disposition: Judgment on motion before trial Docket on CourtListener ↗
exact company name; name has one distinctive word; court in KS (not the issuer's state); filed 2001, issuer incorporated 2010
Woods v. Core Inc dismissed matched at sponsor-group level (Core)
District Court, D. Kansas · No. 6:01-cv-01049 · Filed Feb 13, 2001 · Closed May 1, 2001 · Nature of suit: 791 Employee Retirement Income Security Act
Role of Core Inc: Defendant · Outcome: Terminated 2001-05-01 — FJC Integrated Database disposition: Voluntarily dismissed Docket on CourtListener ↗
exact company name; name has one distinctive word; court in KS (not the issuer's state); filed 2001, issuer incorporated 2010
Alley v. Core, Inc. closed matched at sponsor-group level (Core)
District Court, E.D. Virginia · No. 2:01-cv-00065 · Filed Jan 29, 2001 · Closed Sep 11, 2002
Role of Core, Inc.: Defendant · Outcome: Terminated 2002-09-11 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; name has one distinctive word; court in VA (not the issuer's state); filed 2001, issuer incorporated 2010
Nero v. Core, Inc. judgment matched at sponsor-group level (Core)
District Court, S.D. Florida · No. 0:00-cv-07343 · Filed Sep 12, 2000 · Closed Jun 19, 2001 · Nature of suit: 791 Employee Retirement Income Security Act
Role of Core, Inc.: Defendant · Outcome: Terminated 2001-06-19 — FJC Integrated Database disposition: Judgment on motion before trial; judgment for defendant Docket on CourtListener ↗
exact company name; name has one distinctive word; court in FL (not the issuer's state); filed 2000, issuer incorporated 2010
Core, L.L.C. v. Indian Motor Cycle judgment matched at sponsor-group level (Core)
District Court, E.D. Missouri · No. 4:00-cv-00397 · Filed Mar 3, 2000 · Closed Jun 15, 2001 · Nature of suit: 190 Other contract actions
Role of Core, L.L.C.: Plaintiff · Outcome: Terminated 2001-06-15 — FJC Integrated Database disposition: Judgment on jury verdict; judgment for both plaintiff and defendant Docket on CourtListener ↗
exact company name; name has one distinctive word; court in MO (not the issuer's state); filed 2000, issuer incorporated 2010
Kevin Mootsey v. Core Inc dismissed matched at sponsor-group level (Core)
District Court, C.D. California · No. 8:99-cv-01246 · Filed Oct 8, 1999 · Closed Feb 17, 2000 · Nature of suit: 890 Other statutory actions
Role of Core Inc: Defendant · Outcome: Terminated 2000-02-17 — FJC Integrated Database disposition: Voluntarily dismissed Docket on CourtListener ↗
exact company name; name has one distinctive word; court in CA (not the issuer's state); filed 1999, issuer incorporated 2010
CORE, Inc. v. Fath Mgt Co closed matched at sponsor-group level (Core)
District Court, S.D. Ohio · No. 1:91-cv-00852 · Filed Nov 26, 1991 · Closed Jul 30, 1992
Role of CORE, Inc.: Plaintiff · Outcome: Terminated 1992-07-30 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; name has one distinctive word; court in the group's state (OH); filed 1991, issuer incorporated 2010
What was searched

Sources searched: CourtListener bulk data (RECAP dockets as of 2026-09-30; recall-first rule 10-24) — federal district + bankruptcy courts State courts: not covered (one-tap state court links under Look further). PACER: not searched. · Last checked Oct 24, 2026, 2:17 AM ET.

Court records show docket facts only; we never restate allegations as facts. Outcome wording comes from the docket feed; where it does not state a disposition we say so.

State courts: not covered (one-tap state court links under Look further). No state offers a lawful automated statewide source PartnerFacts can use today. Texas (re:SearchTX) terms prohibit storing results in a database open to third parties; New York (WebCivil) and Massachusetts (MassCourts) require a browser check that blocks scripted queries; California has no statewide index (58 county portals; Rule of Court 2.503 grants name-based access case by case); Florida, Utah and Illinois offer paid or partial access whose terms for automated use are unverified. Washington (dw.courts.wa.gov; bulk index reports under a JISC data-dissemination agreement), Delaware (CourtConnect; Court of Chancery not included) and Arizona (apps.azcourts.gov/publicaccess, which has an official channel to request high-volume access) are the candidates; PartnerFacts will request written permission before any automated search. Federal courts are searched through CourtListener / RECAP.

2. Regulatory actions

None found in sources searched — SEC enforcement releases (index scan as of Oct 24, 2026, 2:50 AM ET) · state securities regulators: 48 regulators (FINRA, NASAA, 37 states) — crawled Oct 24, 2026, 8:48 AM ET

What was searched

SEC enforcement searched: SEC litigation releases and administrative proceedings — respondent names in the sec.gov index titles (30,205 releases, 1995-09-19 to 2026-10-23); release text is read only to confirm a candidate. Names that appear only in the body of a release are not found. — Searched SEC litigation releases and administrative proceedings (1995→ / 2007→) (30,205 records as of Oct 24, 2026, 2:50 AM ET) — nothing matched Core..

State securities regulators: Securities regulators searched (64,910 actions): FINRA (38,350 actions, 1995–2026), NASAA (31 actions, 2000–2026; listing starts 1997), AK Division of Banking and Securities (273 actions, 1971–2025), AL Securities Commission (880 actions, 2001–2026), AR Securities Department (1,305 actions, 1998–2026), AZ Corporation Commission Securities Division (411 actions, 2017–2026), CA DFPI (25 actions, 2007–2024; listing starts 2002 — 16 of 12,159 DFPI respondent pages read so far; sponsor-name matches are read first), CO Division of Securities (731 actions, 2001–2026; older years from the Internet Archive (snapshot of 2026-05-02)), CT Department of Banking Securities Division (940 actions, 2006–2026; older years from the Internet Archive (snapshot of 2026-04-22)), DC DISB Securities Bureau (25 actions, 2012–2026), DE DOJ Investor Protection Unit (257 actions, 1987–2026), FL Office of Financial Regulation (49 actions, 2018–2026), GA Secretary of State Securities Division (65 actions, 2015–2026; listing starts 2012), HI DCCA Securities Enforcement Branch (26 actions, 2012–2026), ID Department of Finance Securities Bureau (663 actions, 1994–2026), IL Secretary of State Securities Department (4,122 actions, 2003–2023), KS Insurance Department Securities Division (58 actions), KY Department of Financial Institutions (342 actions, 2005–2026), LA Office of Financial Institutions Securities Division (13 actions, 2010–2025; listing starts 2008), MA Secretary of the Commonwealth Securities Division (125 actions, 2012–2025; live site blocks automated access — loaded from the Internet Archive snapshot of 2026-02-04), MD Attorney General Securities Division (1,054 actions, 2004–2026), ME Office of Securities (539 actions, 2000–2026), MI LARA Corporations, Securities & Commercial Licensing Bureau (201 actions), MO Secretary of State Securities Division (919 actions, 1998–2026), MS Secretary of State Securities Division (209 actions, 1995–2026), MT Commissioner of Securities and Insurance (597 actions, 2000–2026), NC Secretary of State Securities Division (265 actions, 2004–2024), ND Securities Department (711 actions, 1990–2026; the regulator no longer publishes this list live — loaded from the Internet Archive snapshot of 2026-01-06), NH Bureau of Securities Regulation (402 actions, 2002–2026), NM Regulation and Licensing Department Securities Division (90 actions, 2010–2025), NV Secretary of State Securities Division (118 actions, 2018–2026), NY Attorney General Investor Protection Bureau (44 actions, 2012–2026), OH Division of Securities (327 actions, 1993–2006), OK Department of Securities (2,531 actions, 1998–2026), OR Division of Financial Regulation (589 actions, 1988–2026), PA Department of Banking and Securities (1,448 actions, 2008–2024; the regulator no longer publishes this list live — loaded from the Internet Archive snapshot of 2024-08-09), RI DBR Securities Division (98 actions, 2005–2025), SC Attorney General Securities Division (540 actions, 2006–2026), SD Division of Insurance – Securities Regulation (106 actions, 2017–2026), TN Department of Commerce and Insurance Securities Division (405 actions, 1992–2026), TX State Securities Board (936 actions, 1999–2026), UT Division of Securities (772 actions, 2000–2026; older years from the Internet Archive (snapshot of 2010-05-27)), VT DFR Securities Division (137 actions, 2010–2026), WA DFI (2,039 actions, 2001–2026), WI DFI Division of Securities (1,072 actions, 1998–2026), WV Securities Commission (State Auditor) (64 actions), WY Secretary of State Compliance Division (6 actions, 2016–2024) — last crawled Oct 24, 2026, 8:48 AM ET. No machine-readable public listing today for IA, IN, MN, NE, NJ, VA (see docs/state-regulators.md).

3. Bankruptcies

5 cases: 1 open, 4 closed (disposition not in docket feed)

Corpus Christi Alumina, LLC v. Core LLC open matched at sponsor-group level (Core)
United States Bankruptcy Court, S.D. Texas · No. 18-02020 · Filed Jan 4, 2018
Role of Core LLC: Defendant · Outcome: Open — no termination date on the docket (bulk snapshot 2026-09-30) Docket on CourtListener ↗
exact company name; name has one distinctive word; court in TX (not the issuer's state)
Ralphco Inc. and Middlesex Paper Tube and Core, Inc. closed matched at sponsor-group level (Core)
United States Bankruptcy Court, D. Massachusetts · No. 03-46046 · Filed Oct 21, 2003 · Closed Sep 25, 2009
Role of Core, Inc.: Debtor · Outcome: Case closed 2009-09-25 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; name has one distinctive word; court in MA (not the issuer's state); filed 2003, issuer incorporated 2010
Middlesex Paper Tube and Core, Inc. closed matched at sponsor-group level (Core)
United States Bankruptcy Court, D. Massachusetts · No. 03-46048 · Filed Oct 21, 2003 · Closed Sep 25, 2009
Role of Core, Inc.: Debtor · Outcome: Case closed 2009-09-25 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; name has one distinctive word; court in MA (not the issuer's state); filed 2003, issuer incorporated 2010
Carolina Crank And Core, Inc. closed matched at sponsor-group level (Core)
United States Bankruptcy Court, D. South Carolina · No. 02-06918 · Filed Jun 11, 2002 · Closed May 5, 2006
Role of Core, Inc.: Debtor · Outcome: Case closed 2006-05-05 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; name has one distinctive word; court in SC (not the issuer's state); filed 2002, issuer incorporated 2010
CORE COMPANY INC, THE closed matched at sponsor-group level (Core)
United States Bankruptcy Court, E.D. Washington · No. 81-02104 · Filed Nov 16, 1981 · Closed Jun 19, 1992
Role of CORE COMPANY INC, THE: Debtor · Outcome: Case closed 1992-06-19 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; name has one distinctive word; court in WA (not the issuer's state); filed 1981, issuer incorporated 2010
What was searched

Sources searched: Federal bankruptcy courts via CourtListener / RECAP archive (federal district courts, federal bankruptcy courts). State courts: not covered (one-tap state court links under Look further). PACER: not searched (RECAP only). · Last checked Oct 24, 2026, 2:17 AM ET.

Court records show docket facts only; we never restate allegations as facts. Outcome wording comes from the docket feed; where it does not state a disposition we say so.

State courts: not covered (one-tap state court links under Look further). No state offers a lawful automated statewide source PartnerFacts can use today. Texas (re:SearchTX) terms prohibit storing results in a database open to third parties; New York (WebCivil) and Massachusetts (MassCourts) require a browser check that blocks scripted queries; California has no statewide index (58 county portals; Rule of Court 2.503 grants name-based access case by case); Florida, Utah and Illinois offer paid or partial access whose terms for automated use are unverified. Washington (dw.courts.wa.gov; bulk index reports under a JISC data-dissemination agreement), Delaware (CourtConnect; Court of Chancery not included) and Arizona (apps.azcourts.gov/publicaccess, which has an official channel to request high-volume access) are the candidates; PartnerFacts will request written permission before any automated search. Federal courts are searched through CourtListener / RECAP.

4. Differences between public sources

No comparisons published

What is compared

No public statement by this sponsor group has been collected yet, so there is nothing to compare. Sources compared: the sponsor's own website (known from the issuer's own filings — Form C issuer website, EDGAR company profile — an approved profile claim or Form ADV Item 1.I of its matched adviser) · SEC Form D · SEC Form ADV (IAPD) · Internet Archive · No website is on file for this sponsor group yet.

15 differences found between the filings for Core — 4 worth asking about (compared 42 filings on Oct 24, 2026)

Note · Jul 12, 2019 – Mar 16, 2026

4 bankruptcy cases name the subject or team members

Bankruptcy case: Stringer v. Wilmington Savings Fund Society FSB — filed Mar 16, 2026 · Bankruptcy case: Benjamin Eye Care, LLC v. THE NORTHERN TRUST COMPANY — filed Jul 8, 2022 · Bankruptcy case: St Jacques v. Wilmington Savings Fund Society, FSB — filed Jul 12, 2019 · Bankruptcy case: Smith v. Wilmington Savings Fund Society, FSB — filed Nov 23, 2020

What this means A bankruptcy filing was found. Many are old or personal and have nothing to do with the deal — but ask what it was and when it closed.

Docket · United States Bankruptcy Court, S.D. Ohio ↗Wilmington Savings Fund Society, FSB — PartnerFacts page ↗Docket · United States Bankruptcy Court, N.D. Illinois ↗The Northern Trust Company — PartnerFacts page ↗
Sources
Worth asking · May 28, 2021 – Jan 20, 2023

Amount sold went down between filings — Core Property Index Trust

The May 28, 2021 filing says $1,095,726,671 sold; the Jan 20, 2023 Form D/A says $754,000,000 sold — $341,726,671 less.

What this means Amounts sold normally only go up as a raise continues. A drop can mean investors were refunded, a figure was corrected, or an earlier number was wrong. Ask the sponsor which it was.

Form D/A (earlier) · May 28, 2021 ↗Form D/A (later) · Jan 20, 2023 ↗Core Property Index Trust — PartnerFacts page ↗
Sources
Worth asking · Mar 2, 2011 – Mar 7, 2013

11 other issuers file from the same address — 6 member issuers (INVESTORS DIVERSIFIED REALTY FUND, L.P.; IDR CORE EQUITY RE STRATEGY 2010, LP; IDR CURRENT INCOME RE STRATEGY 2011, LP; …)

The address on file, 1111 Superior Avenue, Cleveland, OH, is used by 17 issuers in our index across 4 sponsor groups; 11 are outside this group. It is not on our registered-agent list, so it may be a shared office or administrator.

What this means Many unrelated companies file from this address. Often a registered agent or a fund administrator; sometimes a shared office. Ask where the team actually works.

INVESTORS DIVERSIFIED REALTY FUND, L.P. — PartnerFacts page ↗IDR CORE EQUITY RE STRATEGY 2010, LP — PartnerFacts page ↗IDR CURRENT INCOME RE STRATEGY 2011, LP — PartnerFacts page ↗EDGAR filer page · INVESTORS DIVERSIFIED REALTY FUND, L.P. ↗
Sources
Worth asking · Mar 31, 2011 – Jan 22, 2026

7 Form Ds were filed more than 15 days after the first sale

Form D filed 163 days after the first sale — Core Property Index Fund, LLC · Form D filed 363 days after the first sale — IDR CURRENT INCOME RE STRATEGY, LP · Form D filed 80 days after the first sale — IDR FIXED INCOME RE STRATEGY B, LP · Form D filed 80 days after the first sale — IDR FIXED INCOME RE STRATEGY A, LP · Form D filed 30 days after the first sale — Core Property Industrial Fund, LLC · and 2 more

What this means Late notices are common and carry no penalty by themselves. A pattern of late paperwork is worth asking the sponsor about.

Form D · May 30, 2019 ↗Core Property Index Fund, LLC — PartnerFacts page ↗Form D · Mar 28, 2012 ↗IDR CURRENT INCOME RE STRATEGY, LP — PartnerFacts page ↗
Sources
Note · Oct 1, 2010 – Jan 20, 2023

10 offerings have no amendment in the last 12 months and may still be open

No amendment in the last 12 months on an offering that may still be open — IDR Core Property Index Fund Ltd (latest filing Jan 20, 2023) · No amendment in the last 12 months on an offering that may still be open — IDR Core Property Index Fund Ltd (latest filing Oct 1, 2021) · No amendment in the last 12 months on an offering that may still be open — Index Trust T (latest filing Jul 15, 2021) · No amendment in the last 12 months on an offering that may still be open — Core Property Index Fund, LLC (latest filing May 28, 2021) · No amendment in the last 12 months on an offering that may still be open — IDR FIXED INCOME RE STRATEGY B, LP (latest filing Mar 7, 2013) · and 5 more

What this means SEC rules expect a yearly amendment while an offering is still going. Ask the sponsor which of these raises have closed.

Form D/A · Jan 20, 2023 ↗IDR Core Property Index Fund Ltd — PartnerFacts page ↗Form D/A · Oct 1, 2021 ↗Form D/A · Jul 15, 2021 ↗
Sources
Worth asking · Nov 21, 2018 – Jan 19, 2024

7 people are no longer listed on a later amendment

Thomas J. Bartos is no longer listed on the Jan 19, 2024 amendment — Core Property Index Fund, LLC · Thomas J. Bartos is no longer listed on the Jan 19, 2024 amendment — Index Trust T · Thomas J. Bartos is no longer listed on the Jan 19, 2024 amendment — Core Property Index Trust · Wilmington Savings Fund Society is no longer listed on the Jan 20, 2023 amendment — Core Property Index Trust · Brandon Kipp is no longer listed on the Jan 20, 2023 amendment — IDR Core Property Index Fund Ltd · and 2 more

What this means People leave; the issuer lists only current officers, directors and promoters. Ask why and who replaced them.

Form D/A · Jan 20, 2023 ↗Form D/A · Jan 19, 2024 ↗Thomas J. Bartos — PartnerFacts page ↗Core Property Index Fund, LLC — PartnerFacts page ↗
Sources
Note · Oct 2, 2020 – Oct 1, 2021

Steven H. Reiff's role changed at IDR Core Property Index Fund Ltd: director, promoter → director

The Oct 2, 2020 filing lists Steven H. Reiff as director, promoter; the Oct 1, 2021 Form D/A lists director.

What this means Roles on Form D are self-reported by the issuer. A change can mean a real change in who runs the company, or just a different box ticked. Ask who makes decisions today.

Form D · Oct 2, 2020 ↗Form D/A · Oct 1, 2021 ↗Steven H. Reiff — PartnerFacts page ↗IDR Core Property Index Fund Ltd — PartnerFacts page ↗
Sources
Note · May 29, 2020 – May 28, 2021

IDR Investment Management, LLC's role changed at Core Property Index Fund, LLC: executive officer, promoter → promoter

The May 29, 2020 filing lists IDR Investment Management, LLC as executive officer, promoter; the May 28, 2021 Form D/A lists promoter.

What this means Roles on Form D are self-reported by the issuer. A change can mean a real change in who runs the company, or just a different box ticked. Ask who makes decisions today.

Form D/A · May 29, 2020 ↗Form D/A · May 28, 2021 ↗IDR Investment Management, LLC — PartnerFacts page ↗Core Property Index Fund, LLC — PartnerFacts page ↗
Sources
Note · May 30, 2019 – May 29, 2020

IDR Investment Management, LLC's role changed at Core Property Index Fund, LLC: promoter → executive officer, promoter

The May 30, 2019 filing lists IDR Investment Management, LLC as promoter; the May 29, 2020 Form D/A lists executive officer, promoter.

What this means Roles on Form D are self-reported by the issuer. A change can mean a real change in who runs the company, or just a different box ticked. Ask who makes decisions today.

Form D · May 30, 2019 ↗Form D/A · May 29, 2020 ↗IDR Investment Management, LLC — PartnerFacts page ↗Core Property Index Fund, LLC — PartnerFacts page ↗
Sources
Note · Oct 2, 2020 – Oct 1, 2021

Minimum investment changed between filings — IDR Core Property Index Fund Ltd

The Oct 2, 2020 filing lists a minimum of $0; the Oct 1, 2021 Form D/A lists $5,000,000.

What this means A different minimum usually means the offering terms changed. Check which terms apply to you.

Form D (earlier) · Oct 2, 2020 ↗Form D/A (later) · Oct 1, 2021 ↗IDR Core Property Index Fund Ltd — PartnerFacts page ↗
Sources
Note · Feb 13, 2012 – Mar 7, 2013

Minimum investment changed between filings — IDR FIXED INCOME RE STRATEGY B, LP

The Feb 13, 2012 filing lists a minimum of $250,000; the Mar 7, 2013 Form D/A lists $100,000.

What this means A different minimum usually means the offering terms changed. Check which terms apply to you.

Form D (earlier) · Feb 13, 2012 ↗Form D/A (later) · Mar 7, 2013 ↗IDR FIXED INCOME RE STRATEGY B, LP — PartnerFacts page ↗
Sources
Note · Feb 13, 2012 – Mar 7, 2013

Minimum investment changed between filings — IDR FIXED INCOME RE STRATEGY A, LP

The Feb 13, 2012 filing lists a minimum of $250,000; the Mar 7, 2013 Form D/A lists $100,000.

What this means A different minimum usually means the offering terms changed. Check which terms apply to you.

Form D (earlier) · Feb 13, 2012 ↗Form D/A (later) · Mar 7, 2013 ↗IDR FIXED INCOME RE STRATEGY A, LP — PartnerFacts page ↗
Sources
Note · Oct 13, 2010 – Mar 28, 2012

Gary A. Zdolshek is written 2 different ways on the filings

listed as "Gary A. Zdolshek" on 37 filings (from Oct 13, 2010), and "Gary Zdolshek" on 5 filings (from Mar 28, 2012).

What this means Same person, written differently — a middle name or suffix left off, or spelled another way. It is normal, but check that the full legal name matches your subscription documents.

Form D · Oct 13, 2010 ↗Form D · Mar 28, 2012 ↗Gary A. Zdolshek — PartnerFacts page ↗
Sources
Note · Oct 2, 2020 – Jul 12, 2022

4 address changes between filings

Address moved from Cleveland, OH to Independence, OH — Index Trust T · Address moved from Cleveland, OH to Independence, OH — Core Property Index Fund, LLC · Address moved from Cleveland, OH to Independence, OH — Core Property Index Trust · Address moved from Cleveland, OH to Independence, OH — IDR Core Property Index Fund Ltd

What this means Businesses move. If you were told one city and the forms say another, ask which is current.

Form D/A · Jul 15, 2021 ↗Form D · Jul 12, 2022 ↗Index Trust T — PartnerFacts page ↗Form D/A · May 28, 2021 ↗
Sources
Note · Mar 2, 2011 – Jan 22, 2026

Member companies were formed in 2 different states

Delaware (10), Maryland (1) — out of 11 member issuers. The odd ones out: IDR Core Property Index Fund Ltd (Maryland).

What this means Sponsors often form each deal company in Delaware or Wyoming no matter where the property is. A mix is common; it just tells you which state's rules each company lives under.

Core — sponsor group page ↗IDR Core Property Index Fund Ltd — PartnerFacts page ↗
Sources
What is compared

What is compared: every Form D and D/A we hold for this subject, side by side — filing dates vs. first-sale dates (the 15-day rule), amendment timing on open offerings (the yearly-amendment expectation), amounts sold, investor counts, offering amounts and minimums across amendments, industry and size bands, addresses, how each person's name and role is written, paid sellers' CRD numbers, and (for groups) where the member companies were formed and sit. Everything is as filed by the issuer; the SEC does not check it. Differences are common and usually have ordinary explanations — we show both values, the dates, and the source so you can ask. As of Oct 24, 2026.

5. Money to insiders

0 of 15 offerings report sales commissions; 0 report finder's fees; 2 report proceeds to related persons totalling $268,784.

Offering (latest filing)Sales commissionsFinder's feesTo insidersPaid to sell itSource
Jan 22, 2026 D
Core Property Industrial Fund, LLC
File 021-570755
$0$0$0
The fund charges a management fee that is described in the fund's governing documents.
None listed on this filingEDGAR ↗
Jan 21, 2026 D/A
Core Property Index Trust
File 021-340785
$0$0$0
The fund charges a management fee that is described in the fund's governing documents.
None listed on this filingEDGAR ↗
Jan 21, 2026 D/A
Core Property Index Fund, LLC
File 021-430065
$0$0$0
The fund charges a management fee that is described in the fund's governing documents.
None listed on this filingEDGAR ↗
Jan 21, 2026 D/A
Index Trust T
File 021-451936
$0$0$0
The fund bears a management fee that is described in the fund's governing documents.
None listed on this filingEDGAR ↗
Jan 20, 2023 D/A
IDR Core Property Index Fund Ltd
File 021-430061
$0$0$215,485
Management fee, Directors' fees and Chief Compliance Officer fees.
None listed on this filingEDGAR ↗
Jan 20, 2022 D
Core Property Index Trust
File 021-430064
$0$0$0
The fund charges a management fee that is described in the fund's governing documents.
None listed on this filingEDGAR ↗
Oct 1, 2021 D/A
IDR Core Property Index Fund Ltd
File 021-376960
$0$0$53,299
Management fee, Directors' fees and Chief Compliance Officer fees.
None listed on this filingEDGAR ↗
Jul 15, 2021 D/A
Index Trust T
File 021-326348
$0$0$0
The fund charges a management fee that is described in the fund's governing documents.
None listed on this filingEDGAR ↗
May 28, 2021 D/A
Core Property Index Fund, LLC
File 021-340784
$0$0$0
The fund charges a management fee that is described in the fund's governing documents.
None listed on this filingEDGAR ↗
Mar 7, 2013 D/A
IDR FIXED INCOME RE STRATEGY A, LP
File 021-173364
$0$0$0None listed on this filingEDGAR ↗
Mar 7, 2013 D/A
IDR FIXED INCOME RE STRATEGY B, LP
File 021-173366
$0$0$0None listed on this filingEDGAR ↗
Mar 28, 2012 D
IDR CURRENT INCOME RE STRATEGY 2011, LP
File 021-175728
$0$0$0None listed on this filingEDGAR ↗
Mar 28, 2012 D
IDR CURRENT INCOME RE STRATEGY, LP
File 021-175730
$0$0$0None listed on this filingEDGAR ↗
Feb 13, 2012 D/A
INVESTORS DIVERSIFIED REALTY FUND, L.P.
File 021-148932
$0$0$0None listed on this filingEDGAR ↗
Mar 2, 2011 D/A
IDR CORE EQUITY RE STRATEGY 2010, LP
File 021-148931
$0$0$0None listed on this filingEDGAR ↗
How this is counted

Counts come from Form D Items 12–15 on the filings in our index (latest filing per offering; one offering = one SEC file number; an amendment updates its offering rather than adding one). "To insiders" = gross proceeds used for payments to executive officers, directors or promoters. "—" = not reported on that filing. Amounts marked (est.) were reported as estimates. "Paid to sell it" = sales compensation recipients named on that filing (Item 12), each linked to FINRA BrokerCheck when a CRD number is reported.

Counted across all 11 issuers in this group — every filing in our index, latest filing per offering (SEC file number).

Property records 0 documents · 0 ownership records · last checked Oct 24, 2026, 10:16 AM ET · NYC and Cook County lookup still to run

0 recorded documents and 0 ownership records matched to Core in the sources searched.

Not found in sources searched as of Oct 24, 2026, 10:16 AM ET: Hillsborough County FL Clerk of Court Official Records daily index (publicrec.hillsclerk.com D/P/M files), 2 daily files (Oct 14, 2026 to Oct 15, 2026) — loaded Oct 23, 2026, 8:59 PM ET; Harris County TX (HCAD ownership rolls 2005–2026) — 1,032,426 records, loaded Oct 24, 2026, 8:00 AM ET; Dallas County TX (DCAD ownership rolls 2021–2027) — 285,535 records, loaded Oct 24, 2026, 8:20 AM ET; Hillsborough County FL (FL DOR 2026 ownership roll + Clerk recorded-document index Oct 14, 2026 to Oct 15, 2026), Miami-Dade County FL (FL DOR 2026 ownership roll), Broward County FL (FL DOR 2026 ownership roll), Palm Beach County FL (FL DOR 2026 ownership roll) — 514,336 records, loaded Oct 24, 2026, 8:25 AM ET; King County WA (Assessor sale records 0000-00-00–2026-10-14; no owner-of-record names published) — 538,619 records, loaded Oct 24, 2026, 8:27 AM ET; Cook County IL (Assessor sale records 1982–2026 + ownership rolls 1999–2026) — 1,263,035 records, loaded Oct 24, 2026, 9:34 AM ET. Still to be looked up for this group: NYC ACRIS via NYC Open Data (Real Property Parties 636b-3b5g, Master bnx9-e6tj, Legals 8h5j-fqxa, Document Control Codes 7isb-wh4c) · NYC PLUTO ownership via NYC Open Data (64uk-42ks) · Cook County IL Assessor via Cook County Open Data (Parcel Sales wvhk-k5uv; Parcel Addresses 3723-97qp). Records in other counties, and recorder indexes we do not yet cover, were not searched.

Property records coverage: New York City (ACRIS recorded documents and PLUTO ownership, looked up per issuer when its page is viewed; re-checked when the page is viewed again more than 30 days after the last check); Harris County TX (ownership only, no deed, mortgage or sale records; HCAD ownership rolls 2005–2026); Dallas County TX (ownership only, no deed, mortgage or sale records; DCAD ownership rolls 2021–2027); Hillsborough County FL (FL DOR 2026 ownership roll + Clerk recorded-document index Oct 14, 2026 to Oct 15, 2026), Miami-Dade County FL (FL DOR 2026 ownership roll), Broward County FL (FL DOR 2026 ownership roll), Palm Beach County FL (FL DOR 2026 ownership roll); King County WA (Assessor sale records 0000-00-00–2026-10-14; no owner-of-record names published); Cook County IL (Assessor sale records 1982–2026 + ownership rolls 1999–2026); also looked up per issuer when its page is viewed. Recorder indexes (party names on deeds, mortgages and liens) in TX, AZ, NV, CA and WA counties and outside the Clerk index in FL, mortgages and liens outside NYC and Hillsborough County, lis pendens and foreclosure notices everywhere, Los Angeles County CA, Clark County NV, New York City bulk pass (not finished; per-issuer lookups only so far), Maricopa County AZ (loader ready; commercial-purpose statement not yet filed), Salt Lake County UT, and all other counties are not covered — not searched. Last refresh by source: NYC ACRIS via NYC Open Data (Real Property Parties 636b-3b5g, Master bnx9-e6tj, Legals 8h5j-fqxa, Document Control Codes 7isb-wh4c) Oct 24, 2026, 9:34 AM ET; Cook County IL Assessor via Cook County Open Data (Parcel Sales wvhk-k5uv; Parcel Addresses 3723-97qp) Oct 24, 2026, 9:34 AM ET; Cook County IL Assessor via Cook County Open Data (Parcel Sales wvhk-k5uv; Parcel Addresses 3723-97qp) Oct 24, 2026, 8:30 AM ET; King County WA Assessor Real Property Sales extract (EXTR_RPSale.csv) Oct 24, 2026, 8:27 AM ET; Florida DOR NAL roll (Palm Beach 60) Oct 24, 2026, 8:25 AM ET; Florida DOR NAL roll (Broward 16) Oct 24, 2026, 8:24 AM ET; Florida DOR NAL roll (Dade 23) Oct 24, 2026, 8:23 AM ET; Florida DOR NAL roll (Hillsborough 39) Oct 24, 2026, 8:21 AM ET; Dallas Central Appraisal District ACCOUNT_INFO.CSV Oct 24, 2026, 8:20 AM ET; Harris County Appraisal District real_acct.txt Oct 24, 2026, 8:00 AM ET; Hillsborough County FL Clerk daily index Oct 23, 2026, 8:59 PM ET. NYC and Cook County are also looked up per issuer when its page is viewed; the most recent such lookup on this site finished Oct 24, 2026, 3:30 AM ET. Parties are named as the recorder's index names them (role suffixes as recorded); no address, account number or trust date is shown for an individual, and individual owners of record (home ownership) are not matched or shown. Items still in human review are not shown.

Issuers in this group

Why each issuer is here is stated in the "Linked by" column. Low-confidence links are never shown — they wait for human review.

SourceIssuerLinked byLocationIndustryFilingsSold (max)InvestorsMin. investment (latest filing)Active
EDGAR ↗ID INVESTORS DIVERSIFIED REALTY FUND, L.P.shared people, same business addressCLEVELAND, OHPooled Investment Fund4$51,326,5005$250,0002010–2012
EDGAR ↗IC IDR CORE EQUITY RE STRATEGY 2010, LPshared people, same business address, similar issuer namesCLEVELAND, OHPooled Investment Fund3$37,469,00087$250,0002010–2011
EDGAR ↗IF IDR FIXED INCOME RE STRATEGY A, LPshared people, same business address, similar issuer namesCLEVELAND, OHPooled Investment Fund2$5,473,00020$100,0002012–2013
EDGAR ↗IF IDR FIXED INCOME RE STRATEGY B, LPshared people, same business address, similar issuer namesCLEVELAND, OHPooled Investment Fund2$32,805,18058$100,0002012–2013
EDGAR ↗IC IDR CURRENT INCOME RE STRATEGY 2011, LPshared people, same business address, similar issuer namesCLEVELAND, OHPooled Investment Fund1$3,525,0006$250,0002012–2012
EDGAR ↗IC IDR CURRENT INCOME RE STRATEGY, LPshared people, same business address, similar issuer namesCLEVELAND, OHPooled Investment Fund1$600,0002$250,0002012–2012
EDGAR ↗IT Index Trust Tshared people, shared management entity, same business addressINDEPENDENCE, OHPooled Investment Fund8$990,075,000
offering Indefinite · similar: $500,000–$16,420,250
2
similar: 2–28
No minimum reported
similar: $5,000–$100,000
2018–2026
EDGAR ↗CP Core Property Index Fund, LLCshared people, shared management entity, same business address, similar issuer namesINDEPENDENCE, OHPooled Investment Fund8$2,161,442,509
offering Indefinite · similar: $500,000–$16,420,250
38
similar: 2–28
No minimum reported
similar: $5,000–$100,000
2019–2026
EDGAR ↗CP Core Property Index Trustshared people, shared management entity, same business address, similar issuer namesINDEPENDENCE, OHPooled Investment Fund8$2,012,653,730
offering Indefinite · similar: $500,000–$16,420,250
7
similar: 2–28
No minimum reported
similar: $5,000–$100,000
2019–2026
EDGAR ↗IC IDR Core Property Index Fund Ltdshared people, shared management entity, same business address, similar issuer namesINDEPENDENCE, OHPooled Investment Fund4$5,836,700
offering Indefinite · similar: $500,000–$16,420,250
125
similar: 2–28
No minimum reported
similar: $5,000–$100,000
2020–2023
EDGAR ↗CP Core Property Industrial Fund, LLCshared people, shared management entity, same business addressINDEPENDENCE, OHPooled Investment Fund1$454,500,000
offering Indefinite · similar: $500,000–$16,420,250
1
similar: 2–28
No minimum reported
similar: $5,000–$100,000
2026–2026

"Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(c) (8,096 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Timeline of offerings

SourceFiledIssuerFormIndustryOfferedSold
EDGAR ↗Jan 22, 2026Core Property Industrial Fund, LLCDPooled Investment FundIndefinite$454,500,000
EDGAR ↗Jan 21, 2026Core Property Index Fund, LLCD/APooled Investment FundIndefinite$2,161,442,509
EDGAR ↗Jan 21, 2026Index Trust TD/APooled Investment FundIndefinite$0
EDGAR ↗Jan 21, 2026Core Property Index TrustD/APooled Investment FundIndefinite$2,012,653,730
EDGAR ↗Jan 21, 2025Core Property Index TrustD/APooled Investment FundIndefinite$1,747,653,734
EDGAR ↗Jan 21, 2025Index Trust TD/APooled Investment FundIndefinite$0
EDGAR ↗Jan 21, 2025Core Property Index Fund, LLCD/APooled Investment FundIndefinite$1,323,430,671
EDGAR ↗Jan 19, 2024Index Trust TD/APooled Investment FundIndefinite$0
EDGAR ↗Jan 19, 2024Core Property Index TrustD/APooled Investment FundIndefinite$954,924,734
EDGAR ↗Jan 19, 2024Core Property Index Fund, LLCD/APooled Investment FundIndefinite$149,800,000
EDGAR ↗Jan 20, 2023IDR Core Property Index Fund LtdD/APooled Investment FundIndefinite$4,782,809
EDGAR ↗Jan 20, 2023Core Property Index Fund, LLCD/APooled Investment FundIndefinite$138,325,000
EDGAR ↗Jan 20, 2023Core Property Index TrustD/APooled Investment FundIndefinite$754,000,000
EDGAR ↗Jan 20, 2023Index Trust TD/APooled Investment FundIndefinite$0
EDGAR ↗Jul 12, 2022Index Trust TDPooled Investment FundIndefinite$0
EDGAR ↗Jan 20, 2022IDR Core Property Index Fund LtdDPooled Investment FundIndefinite$0
EDGAR ↗Jan 20, 2022Core Property Index Fund, LLCDPooled Investment FundIndefinite$0
EDGAR ↗Jan 20, 2022Core Property Index TrustDPooled Investment FundIndefinite$0
EDGAR ↗Oct 1, 2021IDR Core Property Index Fund LtdD/APooled Investment FundIndefinite$5,836,700
EDGAR ↗Jul 15, 2021Index Trust TD/APooled Investment FundIndefinite$990,075,000
EDGAR ↗May 28, 2021Core Property Index TrustD/APooled Investment FundIndefinite$1,095,726,671
EDGAR ↗May 28, 2021Core Property Index Fund, LLCD/APooled Investment FundIndefinite$166,754,260
EDGAR ↗Oct 2, 2020IDR Core Property Index Fund LtdDPooled Investment FundIndefinite$0
EDGAR ↗Jul 14, 2020Index Trust TD/APooled Investment FundIndefinite$990,075,000
EDGAR ↗May 29, 2020Core Property Index Fund, LLCD/APooled Investment FundIndefinite$164,647,917
EDGAR ↗May 29, 2020Core Property Index TrustD/APooled Investment FundIndefinite$1,055,059,595
EDGAR ↗May 30, 2019Core Property Index TrustDPooled Investment FundIndefinite$100,000,000
EDGAR ↗May 30, 2019Core Property Index Fund, LLCDPooled Investment FundIndefinite$95,000,000
EDGAR ↗Nov 21, 2018Index Trust TDPooled Investment FundIndefinite$436,727,050
EDGAR ↗Mar 7, 2013IDR FIXED INCOME RE STRATEGY B, LPD/APooled Investment FundIndefinite$32,805,180
EDGAR ↗Mar 7, 2013IDR FIXED INCOME RE STRATEGY A, LPD/APooled Investment FundIndefinite$5,473,000
EDGAR ↗Mar 28, 2012IDR CURRENT INCOME RE STRATEGY, LPDPooled Investment FundIndefinite$600,000
EDGAR ↗Mar 28, 2012IDR CURRENT INCOME RE STRATEGY 2011, LPDPooled Investment FundIndefinite$3,525,000
EDGAR ↗Feb 13, 2012IDR FIXED INCOME RE STRATEGY B, LPDPooled Investment FundIndefinite$13,990,000
EDGAR ↗Feb 13, 2012IDR FIXED INCOME RE STRATEGY A, LPDPooled Investment FundIndefinite$1,073,000
EDGAR ↗Feb 13, 2012INVESTORS DIVERSIFIED REALTY FUND, L.P.D/APooled Investment FundIndefinite$51,326,500
EDGAR ↗Mar 2, 2011IDR CORE EQUITY RE STRATEGY 2010, LPD/APooled Investment FundIndefinite$37,469,000
EDGAR ↗Mar 2, 2011INVESTORS DIVERSIFIED REALTY FUND, L.P.D/APooled Investment FundIndefinite$37,719,000
EDGAR ↗Jan 13, 2011IDR CORE EQUITY RE STRATEGY 2010, LPD/APooled Investment FundIndefinite$19,735,000
EDGAR ↗Jan 13, 2011INVESTORS DIVERSIFIED REALTY FUND, L.P.D/APooled Investment FundIndefinite$27,969,000
EDGAR ↗Oct 13, 2010IDR CORE EQUITY RE STRATEGY 2010, LPDPooled Investment FundIndefinite$7,734,000
EDGAR ↗Oct 13, 2010INVESTORS DIVERSIFIED REALTY FUND, L.P.DPooled Investment FundIndefinite$7,734,000

Activity: 1 new offering in the last 12 months across all issuers in this group (new offering = a Form D that is not an amendment, D/A) · most recent filing Jan 22, 2026. Industry history, as reported on each offering's latest filing: All 15 offerings reported: Pooled Investment Fund (2010–2026).

People across the group

NameRolesIssuers hereFirst → last listed
GZ Gary A. ZdolshekExecutive Officer, Director11Oct 13, 2010 → Jan 22, 2026
II IDR Investment Management, LLC entityPromoter5Nov 21, 2018 → Jan 22, 2026
GZ Garrett E. ZdolshekExecutive Officer5Oct 2, 2020 → Jan 22, 2026
AC Angela CooperExecutive Officer4Jan 19, 2024 → Jan 22, 2026
TB Thomas J. BartosExecutive Officer, Director4Oct 2, 2020 → Jan 20, 2023
WS Wilmington Savings Fund Society, FSB entityExecutive Officer2Jul 14, 2020 → Jan 21, 2026
TN The Northern Trust Company entityExecutive Officer2Nov 21, 2018 → May 29, 2020
LW Lawrence WolfDirector1Oct 2, 2020 → Jan 20, 2023
SR Steven H. ReiffDirector1Oct 2, 2020 → Jan 20, 2023
BT Brian ThomasExecutive Officer1Oct 2, 2020 → Jan 20, 2023
GD Geoffery DohrmannDirector1Oct 2, 2020 → Jan 20, 2023
RP Roger PriesExecutive Officer1Jan 20, 2023 → Jan 20, 2023
BK Brandon KippExecutive Officer1Oct 2, 2020 → Jan 20, 2022
WS Wilmington Savings Fund Society entityExecutive Officer1May 28, 2021 → May 28, 2021

Business registration (state registry / Secretary of State)

None of the 11 issuers has a record in the registries searched.

Registries searched: AL (Alabama Secretary of State — Business Entity Records (arc-sos.state.al.us), searched by issuer name, data as of Oct 24, 2026); CO (Colorado Secretary of State — Business Entities in Colorado (data.colorado.gov), data as of Oct 23, 2026); CT (Connecticut Secretary of the State — Business Registry (data.ct.gov), data as of Oct 24, 2026); FL (Florida Department of State, Division of Corporations — quarterly corporate data file (Sunbiz), data as of Oct 7, 2026); KY (Kentucky Secretary of State — Business Entity Search (sosbes.sos.ky.gov), searched by issuer name, data as of Oct 24, 2026); NY (New York Department of State — Corporations and Other Entities (data.ny.gov: All Filings + Active Corporations), data as of Oct 20, 2026); OR (Oregon Secretary of State — Active Businesses, All (data.oregon.gov), data as of Oct 20, 2026); PA (Pennsylvania Department of State — Registered Businesses, Current (data.pa.gov), data as of Oct 6, 2026); TX (Texas Comptroller — Active Franchise Taxpayers incl. Secretary of State file data (data.texas.gov), data as of Oct 24, 2026). Registries of other states have not been searched: many publish no bulk file and require a CAPTCHA or bot challenge on their search page, which we do not bypass (Delaware, for example, offers no public bulk file). A registry listing is the state's own record of the entity; it says nothing about the offering itself.

Adviser registration (Form ADV)

IDR INVESTMENT MANAGEMENT, LLC — SEC-registered investment adviser · SEC registration status as reported: “Approved” since Jan 3, 2017 · SEC file 801-108809 · Main office: INDEPENDENCE, OH · IAPD record ↗ · Form ADV filing (PDF) ↗

Regulatory assets under management: $10,186,557,933 as reported on Form ADV filed Mar 30, 2026 (Item 5.F(2)(c)) · 9 accounts (Item 5.F(2)(f))

Websites listed on Form ADV (Item 1.I): WWW.IDRINVESTMENTS.COM ↗

Item 11 disclosure questions as answered on Form ADV filed Mar 30, 2026: 0 of 24 answered “Yes”
  • No — Form ADV Item 11 asks: “Do any of the events below involve you or any of your supervised persons?”
  • No — Form ADV Item 11A(1) asks: “A. In the past ten years, have you or any advisory affiliate: (1) been convicted of or pled guilty or nolo contendere ("no contest") in a domestic, foreign, or military court to any felony?”
  • No — Form ADV Item 11A(2) asks: “A. (2) been charged with any felony?”
  • No — Form ADV Item 11B(1) asks: “B. In the past ten years, have you or any advisory affiliate: (1) been convicted of or pled guilty or nolo contendere ("no contest") in a domestic, foreign, or military court to a misdemeanor involving: investments or an investment-related business, or any fraud, false statements, or omissions, wrongful taking of property, bribery, perjury, forgery, counterfeiting, extortion, or a conspiracy to commit any of these offenses?”
  • No — Form ADV Item 11B(2) asks: “B. (2) been charged with a misdemeanor listed in Item 11.B(1)?”
  • No — Form ADV Item 11C(1) asks: “C. Has the SEC or the Commodity Futures Trading Commission (CFTC) ever: (1) found you or any advisory affiliate to have made a false statement or omission?”
  • No — Form ADV Item 11C(2) asks: “C. (2) found you or any advisory affiliate to have been involved in a violation of SEC or CFTC regulations or statutes?”
  • No — Form ADV Item 11C(3) asks: “C. (3) found you or any advisory affiliate to have been a cause of an investment-related business having its authorization to do business denied, suspended, revoked, or restricted?”
  • No — Form ADV Item 11C(4) asks: “C. (4) entered an order against you or any advisory affiliate in connection with investment-related activity?”
  • No — Form ADV Item 11C(5) asks: “C. (5) imposed a civil money penalty on you or any advisory affiliate, or ordered you or any advisory affiliate to cease and desist from any activity?”
  • No — Form ADV Item 11D(1) asks: “D. Has any other federal regulatory agency, any state regulatory agency, or any foreign financial regulatory authority: (1) ever found you or any advisory affiliate to have made a false statement or omission, or been dishonest, unfair, or unethical?”
  • No — Form ADV Item 11D(2) asks: “D. (2) ever found you or any advisory affiliate to have been involved in a violation of investment-related regulations or statutes?”
  • No — Form ADV Item 11D(3) asks: “D. (3) ever found you or any advisory affiliate to have been a cause of an investment-related business having its authorization to do business denied, suspended, revoked, or restricted?”
  • No — Form ADV Item 11D(4) asks: “D. (4) in the past ten years, entered an order against you or any advisory affiliate in connection with an investment-related activity?”
  • No — Form ADV Item 11D(5) asks: “D. (5) ever denied, suspended, or revoked your or any advisory affiliate's registration or license, or otherwise prevented you or any advisory affiliate, by order, from associating with an investment-related business or restricted your or any advisory affiliate's activity?”
  • No — Form ADV Item 11E(1) asks: “E. Has any self-regulatory organization or commodities exchange ever: (1) found you or any advisory affiliate to have made a false statement or omission?”
  • No — Form ADV Item 11E(2) asks: “E. (2) found you or any advisory affiliate to have been involved in a violation of its rules (other than a violation designated as a "minor rule violation" under a plan approved by the SEC)?”
  • No — Form ADV Item 11E(3) asks: “E. (3) found you or any advisory affiliate to have been the cause of an investment-related business having its authorization to do business denied, suspended, revoked, or restricted?”
  • No — Form ADV Item 11E(4) asks: “E. (4) disciplined you or any advisory affiliate by expelling or suspending you or the advisory affiliate from membership, barring or suspending you or the advisory affiliate from association with other members, or otherwise restricting your or the advisory affiliate's activities?”
  • No — Form ADV Item 11F asks: “F. Has an authorization to act as an attorney, accountant, or federal contractor granted to you or any advisory affiliate ever been revoked or suspended?”
  • No — Form ADV Item 11G asks: “G. Are you or any advisory affiliate now the subject of any regulatory proceeding that could result in a "yes" answer to any part of Item 11.C., 11.D., or 11.E.?”
  • No — Form ADV Item 11H(1)(a) asks: “H. (1) Has any domestic or foreign court: (a) in the past ten years, enjoined you or any advisory affiliate in connection with any investment-related activity?”
  • No — Form ADV Item 11H(1)(b) asks: “H. (1)(b) ever found that you or any advisory affiliate were involved in a violation of investment-related statutes or regulations?”
  • No — Form ADV Item 11H(1)(c) asks: “H. (1)(c) ever dismissed, pursuant to a settlement agreement, an investment-related civil action brought against you or any advisory affiliate by a state or foreign financial regulatory authority?”
  • No — Form ADV Item 11H(2) asks: “H. (2) Are you or any advisory affiliate now the subject of any civil proceeding that could result in a "yes" answer to any part of Item 11.H(1)?”

Answers as filed by the adviser on Form ADV Part 1A, Item 11; question text quoted from the form. Details of each “Yes” are in the Disclosure Reporting Pages of the Form ADV (PDF) ↗.

Matched on management entity listed on Form D = adviser name, business address on Form ADV = address on Form D · Form ADV data: SEC Investment Adviser Information Report (SEC-registered advisers), file dated 2026-10-02, loaded Oct 23, 2026, 8:39 PM ET · IAPD record last checked Oct 23, 2026, 8:36 PM ET

Meta advertising

No Meta Pixel ids or Facebook / Instagram page links on file for Core as of Oct 24, 2026 — the sponsor website is read for them once it is on file (runs automatically). Meta Ad Library: not searched by PartnerFacts (no API access); a one-tap Ad Library search is under Look further.

Other offering types (Regulation A and Regulation Crowdfunding)

Searched SEC Regulation A Data Sets (Forms 1-A, 1-K, 1-Z; 2015 Q2 → 2026 Q3); SEC Crowdfunding Offerings Data Sets (Form C family; 2016 Q2 → 2026 Q3); EDGAR form index for 2026 Q3 → 2026 Q4 (51,358 records as of Oct 23, 2026, 8:41 PM ET) — nothing matched this name.

Public profiles and social

No website or social profile named in Core's SEC filings (Form C, Reg A, Form ADV; checked Oct 24, 2026). Web search for this name: #45,101 of 374,652 in line (1,386 issuers searched so far). One-tap searches: Look further ↓

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Sponsor response

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Look further

One-tap searches on sites we do not index ourselves, with the name pre-filled (outside the US (as filed: CLEVELAND), OH). Each opens in a new tab; what you find there is not verified by PartnerFacts.

Social and web

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Courts

CourtListener / RECAP (federal) ↗PACER case locator (federal, login) ↗Franklin County OH Clerk of Courts ↗

Securities regulators

SEC EDGAR full-text search ↗SEC action look-up ↗FINRA BrokerCheck ↗SEC IAPD adviser search ↗

Business registries

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