Sponsor Check › Sponsor group
67 issuers linked to one sponsor · CHICAGO, IL
Grouped because: 41 shared people, 2 shared management entities, same business address (60 issuers), similar issuer names (50), same person name on both filings (1) · 7 issuers also list a director who sits on many unrelated issuers (not used to group) (automatic match from the filings) ·Not the same sponsor? Request a correction
Data last updated: Oct 23, 2026, 5:45 PM ET · Latest filing in this group: Oct 13, 2026 · Courts (RECAP) last checked: Oct 23, 2026, 11:54 PM ET · SEC enforcement last checked: not yet
The five facts investors ask about first. Each section states what was searched and when. Items still in human review are not shown.
None found so far in sources searched for 67 of 67 issuers in this group.
Sources searched: CourtListener bulk data (RECAP dockets as of 2026-09-30) — federal district + bankruptcy courts; live RECAP re-check pending. State courts: not yet searched. PACER: not searched. · Last checked Oct 23, 2026, 11:54 PM ET. Searched so far: 67 of 67 issuers in this group; 0 not yet searched (25 queued). Results are added automatically.
State courts: not yet searched. 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.
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. — not yet searched; State securities regulators searched: AZ (Corporation Commission Securities Division), CA (DFPI — 16 of 12,159 DFPI respondent pages read so far; sponsor-name matches are read first), DE (DOJ Investor Protection Unit), TX (State Securities Board), WA (DFI) — last crawled Oct 23, 2026, 9:57 PM ET. Other states: not yet searched.
Not yet searched.
Search queued. Results are added automatically; check back later or follow this page to be notified.
None found so far in sources searched for 67 of 67 issuers in this group.
Sources searched: Federal bankruptcy courts via CourtListener / RECAP archive (federal district courts, federal bankruptcy courts). State courts: not yet searched. PACER: not searched (RECAP only). · Last checked Oct 23, 2026, 11:54 PM ET. Searched so far: 67 of 67 issuers in this group; 0 not yet searched (25 queued). Results are added automatically.
State courts: not yet searched. 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.
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 only from an approved profile claim or the Form ADV of its matched adviser) · SEC Form D · SEC Form ADV (IAPD) · Internet Archive · No website is on file for this sponsor group yet.
69 of 82 offerings report sales commissions totalling $271,709,551; 0 report finder's fees; 24 report proceeds to related persons totalling $107,119,112. (includes amounts the issuer reported as estimates)
| Source | Offering (latest filing) | Sales commissions | Finder's fees | To insiders | Paid to sell it |
|---|---|---|---|---|---|
| EDGAR ↗ | Oct 13, 2026 D/A File 021-420072 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Oct 6, 2026 D/A File 021-248411 | $0 | $0 | $0 | N/A no CRD number reported via LaSalle Investment Management Distributors, LLC (CRD 157625 ↗) |
| EDGAR ↗ | Oct 6, 2026 D/A File 021-559983 | $151,837 | $0 | $0 | LaSalle Investment Management Distributors, LLC BrokerCheck CRD 157625 ↗ Morgan Stanley Smith Barney LLC BrokerCheck CRD 149777 ↗ Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗ Merrill Lynch, Pierce, Fenner & Smith Incorporated BrokerCheck CRD 7691 ↗ RBC Capital Markets, LLC BrokerCheck CRD 31194 ↗ Robert W. Baird Incorporated BrokerCheck CRD 8158 ↗ |
| EDGAR ↗ | Oct 2, 2026 D/A File 021-575548 | $13,793,044 (est.) | $0 | $15,763,478 (est.) JLL Exchange TRS, LLC is required to pay approximately $15,763,478 in costs and expenses related to the offering and acquisition of the properties. | LaSalle Investment Management Distributors, LLC BrokerCheck CRD 157625 ↗ DOUGLAS ALAN FELLER BrokerCheck CRD 4563656 ↗ via COMMONWEALTH FINANCIAL NETWORK (CRD 8032 ↗) CHRISTINA SUZANNE NIELSON BrokerCheck CRD 4866971 ↗ via DAI SECURITIES, LLC (CRD 36673 ↗) William Joseph O'Neill BrokerCheck CRD 7396734 ↗ via DAI SECURITIES, LLC (CRD 36673 ↗) BRYAN JAY WERTZER BrokerCheck CRD 2443388 ↗ via INDEPENDENT FINANCIAL GROUP, LLC (CRD 7717 ↗) BRYAN PAUL HOPKINS BrokerCheck CRD 4489174 ↗ via INDEPENDENT FINANCIAL GROUP, LLC (CRD 7717 ↗) JANNEY MONTGOMERY SCOTT LLC BrokerCheck CRD 463 ↗ CHRISTOPHER BrokerCheck CRD 5291723 ↗ via LPL ENTERPRISE, LLC (CRD 8733 ↗) LPL FINANCIAL LLC BrokerCheck CRD 6413 ↗ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED BrokerCheck CRD 7691 ↗ MORGAN STANLEY BrokerCheck CRD 149777 ↗ BRIAN JOSEPH WALSH BrokerCheck CRD 712161 ↗ via OPPENHEIMER & CO. INC. (CRD 249 ↗) JORGE ALEJANDRO HOLLANDER BrokerCheck CRD 3075321 ↗ via OPPENHEIMER & CO. INC. (CRD 249 ↗) VICTOR JOSEPH ADINT BrokerCheck CRD 5011191 ↗ via RAYMOND JAMES FINANCIAL SERVICES, INC. (CRD 6694 ↗) DOUGLAS RENE LABOSSIERE BrokerCheck CRD 1396256 ↗ via RBC CAPITAL MARKETS, LLC (CRD 31194 ↗) ANDREW JAMES MOORE BrokerCheck CRD 2613324 ↗ via RBC CAPITAL MARKETS, LLC (CRD 31194 ↗) Caleb Andrew Yeargain BrokerCheck CRD 6638490 ↗ via RBC CAPITAL MARKETS, LLC (CRD 31194 ↗) NONDO DOMINIC CAPUANO BrokerCheck CRD 40125 ↗ via ROBERT W. BAIRD & CO. INCORPORATED (CRD 8158 ↗) CRAIG M VANDERLEEST BrokerCheck CRD 4351249 ↗ via ROBERT W. BAIRD & CO. INCORPORATED (CRD 8158 ↗) Sean Michael Dempsey BrokerCheck CRD 6585166 ↗ via ROBERT W. BAIRD & CO. INCORPORATED (CRD 8158 ↗) JAMES J LEE BrokerCheck CRD 4169782 ↗ via ROCKEFELLER FINANCIAL LLC (CRD 291361 ↗) KYLIE ANNE ROMAN BrokerCheck CRD 5983662 ↗ via ROCKEFELLER FINANCIAL LLC (CRD 291361 ↗) Vincent Maimboti Dhliwayo BrokerCheck CRD 6091872 ↗ via U.S. BANCORP ADVISORS, LLC (CRD 14455 ↗) Eric Robert Staab BrokerCheck CRD 6092440 ↗ via U.S. BANCORP ADVISORS, LLC (CRD 14455 ↗) John Alan Grosshans BrokerCheck CRD 2664848 ↗ via U.S. BANCORP ADVISORS, LLC (CRD 14455 ↗) |
| EDGAR ↗ | May 20, 2026 D File 021-584641 | $17,736,870 (est.) | $0 | $19,383,866 (est.) JLLX Exchange TRS, LLC is required to pay approximately $19,383,866 in costs and expenses related to the offering and acquisition of the properties. | LaSalle Investment Management Distributors, LLC BrokerCheck CRD 157625 ↗ |
| EDGAR ↗ | Apr 14, 2026 D/A File 021-557999 | $6,988,506 (est.) | $0 | $8,635,796 (est.) JLL Exchange TRS, LLC is required to pay approximately $8,635,796 in costs and expenses related to the offering and acquisition of the property. | LaSalle Investment Management Distributors, LLC BrokerCheck CRD 157625 ↗ John William Sheehan BrokerCheck CRD 1341640 ↗ via ROCKEFELLER FINANCIAL LLC (CRD 291361 ↗) VINCE TAT ON LEE BrokerCheck CRD 545223 ↗ via COLDSTREAM SECURITIES, INC. (CRD 46835 ↗) JEREMY ADAM LAMBER BrokerCheck CRD 5156008 ↗ via JANNEY MONTGOMERY SCOTT LLC (CRD 463 ↗) DAVID NATHANIEL GAINES BrokerCheck CRD 7923185 ↗ via JONES LANG LASALLE SECURITIES, LLC (CRD 120738 ↗) JOSEPH RAYMOND GALLAGHER BrokerCheck CRD 2516132 ↗ via LPL FINANCIAL LLC (CRD 6413 ↗) MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED BrokerCheck CRD 7691 ↗ JASON P BURKETT BrokerCheck CRD 4788149 ↗ via RBC CAPITAL MARKETS, LLC (CRD 31194 ↗) GARTH CONNER BrokerCheck CRD 2202194 ↗ via RBC CAPITAL MARKETS, LLC (CRD 31194 ↗) MATTHEW R MATHERLY BrokerCheck CRD 5337114 ↗ via RBC CAPITAL MARKETS, LLC (CRD 31194 ↗) TIMOTHY JOHN CECCHIN BrokerCheck CRD 2922671 ↗ via RBC CAPITAL MARKETS, LLC (CRD 31194 ↗) GLENN E MEALEY BrokerCheck CRD 6279717 ↗ via ROCKEFELLER FINANCIAL LLC (CRD 291361 ↗) |
| EDGAR ↗ | Apr 14, 2026 D/A File 021-558003 | $18,778,919 (est.) | $0 | $20,120,270 (est.) JLL Exchange TRS, LLC is required to pay approximately $20,120,270 in costs and expenses related to the offering and acquisition of the properties. | LaSalle Investment Management Distributors, LLC BrokerCheck CRD 157625 ↗ VINCE TAT ON LEE BrokerCheck CRD 5455223 ↗ via COLDSTREAM SECURITIES, INC. (CRD 46835 ↗) MICHAEL PARIS BrokerCheck CRD 5087636 ↗ via COMMONWEALTH FINANCIAL NETWORK (CRD 8032 ↗) ERIC T WATSON BrokerCheck CRD 4560069 ↗ via COMMONWEALTH FINANCIAL NETWORK (CRD 8032 ↗) JUSTIN T BITNER BrokerCheck CRD 2657254 ↗ via COMMONWEALTH FINANCIAL NETWORK (CRD 8032 ↗) Concorde Investments Services, LLC BrokerCheck CRD 151604 ↗ DAI SECURITIES LLC BrokerCheck CRD 36673 ↗ BRIAN PERKINS BrokerCheck CRD 5630932 ↗ via EMERSON EQUITY LLC (CRD 130032 ↗) KELLY CLYDE BrokerCheck CRD 4825839 ↗ via INDEPENDENT FINANCIAL GROUP, LLC (CRD 7717 ↗) JOHN MCKEON BrokerCheck CRD 5286647 ↗ via INDEPENDENT FINANCIAL GROUP, LLC (CRD 7717 ↗) MELISSA GREGORY GARRETT BrokerCheck CRD 4979737 ↗ via JANNEY MONTGOMERY SCOTT LLC (CRD 463 ↗) David Nathaniel Gaines BrokerCheck CRD 7923185 ↗ via JONES LANG LASALLE SECURITIES, LLC (CRD 120738 ↗) LPL FINANCIAL LLC BrokerCheck CRD 6413 ↗ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED BrokerCheck CRD 7691 ↗ MORGAN STANLEY BrokerCheck CRD 149777 ↗ RBC CAPITAL MARKETS, LLC BrokerCheck CRD 31194 ↗ BRIANNA NICOLE ARMSTRONG BrokerCheck CRD 7570195 ↗ via REALIZED FINANCIAL, INC. (CRD 22333 ↗) DRAYTON LANDRUM HENDERSON BrokerCheck CRD 5166286 ↗ via ROBERT W. BAIRD & CO. INCORPORATED (CRD 8158 ↗) Luis-Diego Quiroz BrokerCheck CRD 5673101 ↗ via U.S. BANCORP INVESTMENTS, INC. (CRD 17868 ↗) Algernon Tu BrokerCheck CRD 5771965 ↗ via U.S. BANCORP INVESTMENTS, INC. (CRD 17868 ↗) |
| EDGAR ↗ | Feb 13, 2026 D/A File 021-537528 | $0 | $0 | $0 (est.) | None listed on this filing |
| EDGAR ↗ | Jan 30, 2026 D File 021-571947 | $6,250 | $0 | $0 | Charles Harrison BrokerCheck CRD 3071551 ↗ via H & L Equities, LLC (CRD 113794 ↗) Lori Mayfield BrokerCheck CRD 4899271 ↗ via H & L Equities, LLC (CRD 113794 ↗) Patrick Whelchel BrokerCheck CRD 5389090 ↗ via H & L Equities, LLC (CRD 113794 ↗) Scott Harrison BrokerCheck CRD 4981070 ↗ via H & L Equities, LLC (CRD 113794 ↗) |
| EDGAR ↗ | Jan 30, 2026 D File 021-571948 | $6,250 | $0 | $0 | Charles Harrison BrokerCheck CRD 3071551 ↗ via H & L Equities, LLC (CRD 113794 ↗) Lori Mayfield BrokerCheck CRD 4899271 ↗ via H & L Equities, LLC (CRD 113794 ↗) Patrick Whelchel BrokerCheck CRD 5389090 ↗ via H & L Equities, LLC (CRD 113794 ↗) Scott Harrison BrokerCheck CRD 4981070 ↗ via H & L Equities, LLC (CRD 113794 ↗) |
| EDGAR ↗ | Jan 26, 2026 D File 021-571109 | $6,250 (est.) | $0 | $0 | H & L Equities, LLC BrokerCheck CRD 113794 ↗ via Charles B. Harrison (CRD 3071551 ↗) H & L Equities, LLC BrokerCheck CRD 113794 ↗ via Scott Harrison (CRD 4981070 ↗) H & L Equities, LLC BrokerCheck CRD 113794 ↗ via Lori Mayfield (CRD 4899271 ↗) H & L Equities, LLC BrokerCheck CRD 113794 ↗ via Patrick J. Whelchel (CRD 5389090 ↗) |
| EDGAR ↗ | Sep 12, 2025 D/A File 021-476338 | $3,970,716 (est.) | $0 | $4,424,512 (est.) | LaSalle Investment Management Distributors, LLC BrokerCheck CRD 157625 ↗ JOSEPH P WERNER BrokerCheck CRD 6645379 ↗ via LaSalle Investment Management Distributors, LLC (CRD 157625 ↗) PATRICK EASTER BrokerCheck CRD 1368137 ↗ via RBC CAPITAL MARKETS LLC (CRD 31194 ↗) JASON MCMURTRY BrokerCheck CRD 2871788 ↗ via CONCORDE INVESTMENT SERVICES, LLC (CRD 151604 ↗) JAMES BASHAW BrokerCheck CRD 1251491 ↗ via INDEPENDENT FINANCIAL GROUP, LLC (CRD 7177 ↗) DANIEL RAUPP BrokerCheck CRD 4079107 ↗ via CONCORDE INVESTMENT SERVICES, LLC (CRD 151604 ↗) SEAN WHALEN BrokerCheck CRD 4000934 ↗ via CONCORDE INVESTMENT SERVICES, LLC (CRD 151604 ↗) KYLE CAVANAUGH BrokerCheck CRD 6313953 ↗ via MORGAN STANLEY (CRD 149777 ↗) MICHAEL LATIMER BrokerCheck CRD 2893154 ↗ via MORGAN STANLEY (CRD 149777 ↗) RICHARD NELSON BrokerCheck CRD 4320851 ↗ via MORGAN STANLEY (CRD 149777 ↗) THOMAS RISHOVD BrokerCheck CRD 2572728 ↗ via MORGAN STANLEY (CRD 149777 ↗) WILLIAM MUNDY BrokerCheck CRD 4199804 ↗ via MORGAN STANLEY (CRD 149777 ↗) WILLIAM CHRISTIAN BrokerCheck CRD 2930040 ↗ via ROCKEFELLER FINANCIAL LLC (CRD 291361 ↗) MARTI MARACHE BrokerCheck CRD 2393657 ↗ via SANCTUARY SECURITIES INC (CRD 205 ↗) MICHAEL EDMONDS BrokerCheck CRD 6233223 ↗ via MORGAN STANLEY (CRD 149777 ↗) SUSAN HOVANEC BrokerCheck CRD 1969275 ↗ via RBC CAPITAL MARKETS LLC (CRD 31194 ↗) EHUD GERSTEN BrokerCheck CRD 7066119 ↗ via EMERSON EQUITY LLC (CRD 130032 ↗) DANIEL RUBEN BrokerCheck CRD 5716704 ↗ via INDEPENDENT FINANCIAL GROUP, LLC (CRD 7177 ↗) KELLY H CLYDE BrokerCheck CRD 4825839 ↗ via INDEPENDENT FINANCIAL GROUP, LLC (CRD 7177 ↗) JASON BENTLEY BrokerCheck CRD 7064127 ↗ via JANNEY MONTGOMERY SCOTT LLC (CRD 463 ↗) KURT EVAN MEYER BrokerCheck CRD 1563445 ↗ via MORGAN STANLEY (CRD 149777 ↗) MICHAEL YEN BrokerCheck CRD 4248591 ↗ via MORGAN STANLEY (CRD 149777 ↗) STEPHEN BARTOLI BrokerCheck CRD 4005464 ↗ via MORGAN STANLEY (CRD 149777 ↗) Brian Addington BrokerCheck CRD 2882035 ↗ via RBC Capital Markets LLC (CRD 31194 ↗) Caleb Sams BrokerCheck CRD 7159458 ↗ via Commonwealth Financial Network (CRD 8032 ↗) Carlos Duque BrokerCheck CRD 5607485 ↗ via Morgan Stanley (CRD 149777 ↗) Christopher Michael Vizzi BrokerCheck CRD 5095868 ↗ via Independent Financial Group, LLC (CRD 7717 ↗) Christian Finley BrokerCheck CRD 7036835 ↗ via Morgan Stanley (CRD 149777 ↗) Christopher Dolt BrokerCheck CRD 4158560 ↗ via Morgan Stanley (CRD 149777 ↗) David Leifer BrokerCheck CRD 1558612 ↗ via Morgan Stanley (CRD 149777 ↗) Ernest Dean Jr. BrokerCheck CRD 2223858 ↗ via Morgan Stanley (CRD 149777 ↗) Kay Pfleghardt BrokerCheck CRD 6225691 ↗ via Commonwealth Financial Network (CRD 8032 ↗) Kevin Kensinger BrokerCheck CRD 5859757 ↗ via Concorde Investment Services, LLC (CRD 151604 ↗) Kurt Neddenriep BrokerCheck CRD 2723394 ↗ via Morgan Stanley (CRD 149777 ↗) Matthew Lacour BrokerCheck CRD 5244881 ↗ via Morgan Stanley (CRD 149777 ↗) Paul Leach BrokerCheck CRD 4952675 ↗ via Rockefeller Financial LLC (CRD 291361 ↗) Peyton Cook BrokerCheck CRD 5135780 ↗ via Morgan Stanley (CRD 149777 ↗) Ryan Rupert BrokerCheck CRD 4242479 ↗ via Morgan Stanley (CRD 149777 ↗) Ryan Wroblewski BrokerCheck CRD 6158332 ↗ via Morgan Stanley (CRD 149777 ↗) Zachary Sobel BrokerCheck CRD 4195211 ↗ via Morgan Stanley (CRD 149777 ↗) ETHAN LINDBLOOM BrokerCheck CRD 4072349 ↗ via JANNEY MONTGOMERY SCOTT LLC (CRD 463 ↗) IGNACIO MENDIVE BrokerCheck CRD 3261272 ↗ via MORGAN STANLEY (CRD 149777 ↗) KEN ANDERSON BrokerCheck CRD 5471426 ↗ via MORGAN STANLEY (CRD 149777 ↗) JEREMY SUTTON BrokerCheck CRD 5680461 ↗ via RBC CAPITAL MARKETS LLC (CRD 31194 ↗) AMR TENNEY BrokerCheck CRD 5506866 ↗ via REALIZED FINANCIAL, INC. (CRD 22333 ↗) MCKENNA DUNCAN BrokerCheck CRD 7310472 ↗ via REALIZED FINANCIAL, INC. (CRD 22333 ↗) MICHAEL PARIS BrokerCheck CRD 5087636 ↗ via COMMONWEALTH FINANCIAL NETWORK (CRD 8032 ↗) MITCHELL GLICKSMAN BrokerCheck CRD 2580633 ↗ via COMMONWEALTH FINANCIAL NETWORK (CRD 8032 ↗) ROY PFLEGER II BrokerCheck CRD 5896655 ↗ via DAI SECURITIES LLC (CRD 36673 ↗) SAM BERARDINO III BrokerCheck CRD 5341920 ↗ via MORGAN STANLEY (CRD 149777 ↗) ZAK KOFFLER BrokerCheck CRD 5687935 ↗ via MORGAN STANLEY (CRD 149777 ↗) WADE-MCCALLA PEETE INV GROUP BrokerCheck CRD 2601960 ↗ via RBC CAPITAL MARKETS LLC (CRD 31194 ↗) CHRISTINA NIELSON BrokerCheck CRD 4866971 ↗ via DAI SECURITIES, LLC (CRD 36673 ↗) RONALD PHILLIPS BrokerCheck CRD 2823393 ↗ via MORGAN STANLEY (CRD 149777 ↗) SCOTT BERK BrokerCheck CRD 2790714 ↗ via MORGAN STANLEY (CRD 149777 ↗) |
| EDGAR ↗ | Sep 12, 2025 D/A File 021-476336 | $2,292,842 (est.) | $0 | $2,554,881 (est.) | LaSalle Investment Management Distributors, LLC BrokerCheck CRD 157625 ↗ JOSEPH P WERNER BrokerCheck CRD 6645379 ↗ via LaSalle Investment Management Distributors, LLC (CRD 157625 ↗) PATRICK EASTER BrokerCheck CRD 1368137 ↗ via RBC CAPITAL MARKETS LLC (CRD 31194 ↗) JASON MCMURTRY BrokerCheck CRD 2871788 ↗ via CONCORDE INVESTMENT SERVICES, LLC (CRD 151604 ↗) JAMES BASHAW BrokerCheck CRD 1251491 ↗ via INDEPENDENT FINANCIAL GROUP, LLC (CRD 7177 ↗) DANIEL RAUPP BrokerCheck CRD 4079107 ↗ via CONCORDE INVESTMENT SERVICES, LLC (CRD 151604 ↗) SEAN WHALEN BrokerCheck CRD 4000934 ↗ via CONCORDE INVESTMENT SERVICES, LLC (CRD 151604 ↗) KYLE CAVANAUGH BrokerCheck CRD 6313953 ↗ via MORGAN STANLEY (CRD 149777 ↗) MICHAEL LATIMER BrokerCheck CRD 2893154 ↗ via MORGAN STANLEY (CRD 149777 ↗) RICHARD NELSON BrokerCheck CRD 4320851 ↗ via MORGAN STANLEY (CRD 149777 ↗) THOMAS RISHOVD BrokerCheck CRD 2572728 ↗ via MORGAN STANLEY (CRD 149777 ↗) WILLIAM MUNDY BrokerCheck CRD 4199804 ↗ via MORGAN STANLEY (CRD 149777 ↗) WILLIAM CHRISTIAN BrokerCheck CRD 2930040 ↗ via ROCKEFELLER FINANCIAL LLC (CRD 291361 ↗) MARTI MARACHE BrokerCheck CRD 2393657 ↗ via SANCTUARY SECURITIES INC (CRD 205 ↗) MICHAEL EDMONDS BrokerCheck CRD 6233223 ↗ via MORGAN STANLEY (CRD 149777 ↗) SUSAN HOVANEC BrokerCheck CRD 1969275 ↗ via RBC CAPITAL MARKETS LLC (CRD 31194 ↗) EHUD GERSTEN BrokerCheck CRD 7066119 ↗ via EMERSON EQUITY LLC (CRD 130032 ↗) DANIEL RUBEN BrokerCheck CRD 5716704 ↗ via INDEPENDENT FINANCIAL GROUP, LLC (CRD 7177 ↗) KELLY H CLYDE BrokerCheck CRD 4825839 ↗ via INDEPENDENT FINANCIAL GROUP, LLC (CRD 7177 ↗) JASON BENTLEY BrokerCheck CRD 7064127 ↗ via JANNEY MONTGOMERY SCOTT LLC (CRD 463 ↗) KURT EVAN MEYER BrokerCheck CRD 1563445 ↗ via MORGAN STANLEY (CRD 149777 ↗) MICHAEL YEN BrokerCheck CRD 4248591 ↗ via MORGAN STANLEY (CRD 149777 ↗) STEPHEN BARTOLI BrokerCheck CRD 4005464 ↗ via MORGAN STANLEY (CRD 149777 ↗) Brian Addington BrokerCheck CRD 2882035 ↗ via RBC Capital Markets LLC (CRD 31194 ↗) Caleb Sams BrokerCheck CRD 7159458 ↗ via Commonwealth Financial Network (CRD 8032 ↗) Carlos Duque BrokerCheck CRD 5607485 ↗ via Morgan Stanley (CRD 149777 ↗) Christopher Michael Vizzi BrokerCheck CRD 5095868 ↗ via Independent Financial Group, LLC (CRD 7717 ↗) Christian Finley BrokerCheck CRD 7036835 ↗ via Morgan Stanley (CRD 149777 ↗) Christopher Dolt BrokerCheck CRD 4158560 ↗ via Morgan Stanley (CRD 149777 ↗) David Leifer BrokerCheck CRD 1558612 ↗ via Morgan Stanley (CRD 149777 ↗) Ernest Dean Jr. BrokerCheck CRD 2223858 ↗ via Morgan Stanley (CRD 149777 ↗) Kay Pfleghardt BrokerCheck CRD 6225691 ↗ via Commonwealth Financial Network (CRD 8032 ↗) Kevin Kensinger BrokerCheck CRD 5859757 ↗ via Concorde Investment Services, LLC (CRD 151604 ↗) Kurt Neddenriep BrokerCheck CRD 2723394 ↗ via Morgan Stanley (CRD 149777 ↗) Matthew Lacour BrokerCheck CRD 5244881 ↗ via Morgan Stanley (CRD 149777 ↗) Paul Leach BrokerCheck CRD 4952675 ↗ via Rockfeller Financial LLC (CRD 291361 ↗) Peyton Cook BrokerCheck CRD 5135780 ↗ via Morgan Stanley (CRD 149777 ↗) Ryan Rupert BrokerCheck CRD 4242479 ↗ via Morgan Stanley (CRD 149777 ↗) Ryan Wroblewski BrokerCheck CRD 6158332 ↗ via Morgan Stanley (CRD 149777 ↗) Zachary Sobel BrokerCheck CRD 4195211 ↗ via Morgan Stanley (CRD 149777 ↗) ETHAN LINDBLOOM BrokerCheck CRD 4072349 ↗ via JANNEY MONTGOMERY SCOTT LLC (CRD 463 ↗) IGNACIO MENDIVE BrokerCheck CRD 3261272 ↗ via MORGAN STANLEY (CRD 149777 ↗) KEN ANDERSON BrokerCheck CRD 5471426 ↗ via MORGAN STANLEY (CRD 149777 ↗) JEREMY SUTTON BrokerCheck CRD 5680461 ↗ via RBC CAPITAL MARKETS LLC (CRD 31194 ↗) AMR TENNEY BrokerCheck CRD 5506866 ↗ via REALIZED FINANCIAL, INC. (CRD 22333 ↗) MCKENNA DUNCAN BrokerCheck CRD 7310472 ↗ via REALIZED FINANCIAL, INC. (CRD 22333 ↗) MICHAEL PARIS BrokerCheck CRD 5087636 ↗ via COMMONWEALTH FINANCIAL NETWORK (CRD 8032 ↗) MITCHELL GLICKSMAN BrokerCheck CRD 2580633 ↗ via COMMONWEALTH FINANCIAL NETWORK (CRD 8032 ↗) ROY PFLEGER II BrokerCheck CRD 5896655 ↗ via DAI SECURITIES LLC (CRD 36673 ↗) SAM BERARDINO III BrokerCheck CRD 5341920 ↗ via MORGAN STANLEY (CRD 149777 ↗) ZAK KOFFLER BrokerCheck CRD 5687935 ↗ via MORGAN STANLEY (CRD 149777 ↗) WADE-MCCALLA PEETE INV GROUP BrokerCheck CRD 2601960 ↗ via RBC CAPITAL MARKETS LLC (CRD 31194 ↗) CHRISTINA NIELSON BrokerCheck CRD 4866971 ↗ via DAI SECURITIES, LLC (CRD 36673 ↗) RONALD PHILLIPS BrokerCheck CRD 2823393 ↗ via MORGAN STANLEY (CRD 149777 ↗) SCOTT BERK BrokerCheck CRD 2790714 ↗ via MORGAN STANLEY (CRD 149777 ↗) |
| EDGAR ↗ | Sep 12, 2025 D/A File 021-486441 | $6,172,045 (est.) | $0 | $500,014 (est.) | LaSalle Investment Management Distributors, LLC BrokerCheck CRD 157625 ↗ MARTI MARACHE BrokerCheck CRD 2393657 ↗ via SANCTUARY SECURITIES INC (CRD 205 ↗) JOSEPH P WERNER BrokerCheck CRD 6645379 ↗ via LaSalle Investment Management Distributors, LLC (CRD 157625 ↗) JAMES FERNANDEZ BrokerCheck CRD 1395645 ↗ via MORGAN STANLEY (CRD 149777 ↗) PATRICK EASTER BrokerCheck CRD 1368137 ↗ via RBC CAPITAL MARKETS LLC (CRD 31194 ↗) JASON MCMURTRY BrokerCheck CRD 2871788 ↗ via CONCORDE INVESTMENT SERVICES, LLC (CRD 151604 ↗) CONOR BRYANT BrokerCheck CRD 5086002 ↗ via COMMONWEALTH FINANCIAL NETWORK (CRD 8032 ↗) AMIT URBAN BrokerCheck CRD 6855682 ↗ via CONCORDE INVESTMENT SERVICES, LLC (CRD 151604 ↗) ERIC SCAFF BrokerCheck CRD 5281210 ↗ via CONCORDE INVESTMENT SERVICES, LLC (CRD 151604 ↗) JAMIE FURLONG BrokerCheck CRD 6930080 ↗ via CONCORDE INVESTMENT SERVICES, LLC (CRD 151604 ↗) KEVIN KENSINGER BrokerCheck CRD 5859757 ↗ via CONCORDE INVESTMENT SERVICES, LLC (CRD 151604 ↗) CHRISTINA NIELSON BrokerCheck CRD 4866971 ↗ via DAI SECURITIES, LLC 36673 (CRD 36673 ↗) WILLIAM PAUL ST.CLAIR BrokerCheck CRD 2929373 ↗ via DAI Securities, LLC (CRD 36673 ↗) JESSE PARKS BrokerCheck CRD 1027968 ↗ via JANNEY MONTGOMERY SCOTT LLC (CRD 463 ↗) BRIAN WELCH BrokerCheck CRD 4016737 ↗ via MORGAN STANLEY (CRD 149777 ↗) FRANK FEIPANG AUYEUNG BrokerCheck CRD 2256932 ↗ via MORGAN STANLEY (CRD 149777 ↗) JENNIFER TOKACH BrokerCheck CRD 7169793 ↗ via MORGAN STANLEY (CRD 149777 ↗) JOEL TRAVIS BrokerCheck CRD 2648924 ↗ via MORGAN STANLEY (CRD 149777 ↗) JOHN COLVIN VANDER VOORT BrokerCheck CRD 3019894 ↗ via MORGAN STANLEY (CRD 149777 ↗) KEVIN TARRANT BrokerCheck CRD 5377123 ↗ via MORGAN STANLEY (CRD 149777 ↗) KYLE D GILBERT BrokerCheck CRD 4671018 ↗ via MORGAN STANLEY (CRD 149777 ↗) MARK PAYNE BrokerCheck CRD 6803556 ↗ via MORGAN STANLEY (CRD 149777 ↗) MATT SIZEMORE BrokerCheck CRD 5932396 ↗ via MORGAN STANLEY (CRD 149777 ↗) MICHAEL EDMONDS BrokerCheck CRD 6233223 ↗ via MORGAN STANLEY (CRD 149777 ↗) PENG LI BrokerCheck CRD 6941380 ↗ via MORGAN STANLEY (CRD 149777 ↗) HEATHER REED BrokerCheck CRD 5813143 ↗ via RBC CAPITAL MARKETS LLC (CRD 31194 ↗) STEPHEN TUCCI BrokerCheck CRD 5335231 ↗ via RBC CAPITAL MARKETS LLC (CRD 31194 ↗) NATHAN KUHN BrokerCheck CRD 6513892 ↗ via DAI SECURITIES, LLC (CRD 36673 ↗) JOSH KOEHNEN BrokerCheck CRD 4551444 ↗ via INDEPENDENT FINANCIAL GROUP LLC (CRD 7717 ↗) ANDREW LEONI BrokerCheck CRD 4727048 ↗ via MORGAN STANLEY (CRD 149777 ↗) CHRISTOPHER MESTL BrokerCheck CRD 2769568 ↗ via MORGAN STANLEY (CRD 149777 ↗) DALE MELTZER BrokerCheck CRD 1010439 ↗ via MORGAN STANLEY (CRD 149777 ↗) ERNEST DEAN JR BrokerCheck CRD 2223858 ↗ via MORGAN STANLEY (CRD 149777 ↗) GARRETT BLAND BrokerCheck CRD 2116797 ↗ via MORGAN STANLEY (CRD 149777 ↗) GEORGE GALANIS BrokerCheck CRD 2206466 ↗ via MORGAN STANLEY (CRD 149777 ↗) GREG THOMAS BrokerCheck CRD 2110051 ↗ via MORGAN STANLEY (CRD 149777 ↗) J BRADLEY RAUCH BrokerCheck CRD 2473544 ↗ via MORGAN STANLEY (CRD 149777 ↗) JENNA JOHNSEN BrokerCheck CRD 5680971 ↗ via MORGAN STANLEY (CRD 149777 ↗) KURT MEYER BrokerCheck CRD 1563445 ↗ via MORGAN STANLEY (CRD 149777 ↗) MATTHEW MCGREEVY BrokerCheck CRD 2984967 ↗ via MORGAN STANLEY (CRD 149777 ↗) PAUL WALMSLEY BrokerCheck CRD 6862301 ↗ via MORGAN STANLEY (CRD 149777 ↗) RYAN RUPERT BrokerCheck CRD 4242479 ↗ via MORGAN STANLEY (CRD 149777 ↗) WILLIAM REARDON BrokerCheck CRD 5916068 ↗ via MORGAN STANLEY (CRD 149777 ↗) YING MEI BrokerCheck CRD 4640876 ↗ via MORGAN STANLEY (CRD 149777 ↗) JEFFREY SCOFIELD BrokerCheck CRD 2199052 ↗ via RBC CAPITAL MARKETS LLC (CRD 31194 ↗) ARTHUR ALEXANDER BrokerCheck CRD 2696 ↗ via ROCKEFELLER FINANCIAL LLC (CRD 291361 ↗) SEAN WHALEN BrokerCheck CRD 4000934 ↗ via CONCORDE INVESTMENT SERVICES, LLC (CRD 151604 ↗) BRIAN JOHNSON BrokerCheck CRD 4773917 ↗ via MORGAN STANLEY (CRD 149777 ↗) PATRICK SMITH BrokerCheck CRD 4702735 ↗ via MORGAN STANLEY (CRD 149777 ↗) ROY LONGANECKER III BrokerCheck CRD 2815915 ↗ via MORGAN STANLEY (CRD 149777 ↗) JAMES MARCHETTI BrokerCheck CRD 814059 ↗ via ROCKEFELLER FINANCIAL LLC (CRD 291361 ↗) |
| EDGAR ↗ | Jul 28, 2025 D/A File 021-541117 | $11,791,593 (est.) | $0 | $0 (est.) | LaSalle Investment Management Distributors, LLC BrokerCheck CRD 157625 ↗ John Phipps BrokerCheck CRD 1222953 ↗ via Janney Montgomery Scott LLC (CRD 463 ↗) Kevin Smith BrokerCheck CRD 4422934 ↗ via Janney Montgomery Scott LLC (CRD 463 ↗) John C. Rapport BrokerCheck CRD 5748254 ↗ via Rockefeller Financial LLC (CRD 291361 ↗) Preston Daniels BrokerCheck CRD 5067103 ↗ via Robert W. Baird & Co., Incorporated (CRD 8158 ↗) Charles W. Hartford BrokerCheck CRD 5707853 ↗ via Rockefeller Financial LLC (CRD 291361 ↗) William Baugh BrokerCheck CRD 2177490 ↗ via RBC Capital Markets, LLC (CRD 31194 ↗) Nicholas Paul Abbott BrokerCheck CRD 4818301 ↗ via Independent Financial Group, LLC (CRD 7717 ↗) Christina S. Nielson BrokerCheck CRD 4866971 ↗ via DAI Securities, LLC (CRD 36673 ↗) Austin Verity BrokerCheck CRD 2180858 ↗ via Oppenheimer & Co. Inc. (CRD 249 ↗) Jason Burkett BrokerCheck CRD 4788149 ↗ via RBC Capital Markets, LLC (CRD 31194 ↗) David Schrager BrokerCheck CRD 4439834 ↗ via RBC Capital Markets, LLC (CRD 31194 ↗) Merrill Lynch, Pierce, Fenner & Smith Incorporated BrokerCheck CRD 7691 ↗ Brianna Gieselman BrokerCheck CRD 7570195 ↗ via Realized Financial, Inc. (CRD 22333 ↗) Morgan Stanley BrokerCheck CRD 149777 ↗ Joseph Nugent BrokerCheck CRD 4019776 ↗ via Arkadios Capital (CRD 282710 ↗) Yanni Diamond BrokerCheck CRD 4513328 ↗ via Commonwealth Financial Network (CRD 8032 ↗) Eric Elek BrokerCheck CRD 3062911 ↗ via Commonwealth Financial Network (CRD 8032 ↗) Robert Clayton Schmidt BrokerCheck CRD 6920482 ↗ via Realized Financial, Inc. (CRD 22333 ↗) Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗ LPL Financial LLC BrokerCheck CRD 6413 ↗ Robert Shealy BrokerCheck CRD 2434417 ↗ via Janney Montgomery Scott LLC (CRD 463 ↗) Giulia A. Laplante BrokerCheck CRD 7124233 ↗ via RBC Capital Markets, LLC (CRD 31194 ↗) Harry Joseph Kennedy BrokerCheck CRD 6135795 ↗ via Janney Montgomery Scott LLC (CRD 463 ↗) John Sheehan BrokerCheck CRD 1341640 ↗ via Rockefeller Financial LLC (CRD 291361 ↗) |
| EDGAR ↗ | Apr 17, 2025 D/A File 021-513507 | $3,231,476 (est.) | $0 (est.) | $0 (est.) | LaSalle Investment Management Distributors, LLC BrokerCheck CRD 157625 ↗ Janney Montgomery Scott LLC BrokerCheck CRD 463 ↗ RBC Capital Markets, LLC BrokerCheck CRD 31194 ↗ Robert W. Baird & Co. Incorporated BrokerCheck CRD 8158 ↗ Realized Financial, Inc. BrokerCheck CRD 22333 ↗ DAI Securities, LLC BrokerCheck CRD 36673 ↗ Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗ LPL Financial LLC BrokerCheck CRD 6413 ↗ Rockefeller Financial LLC BrokerCheck CRD 291361 ↗ Commonwealth Financial Network BrokerCheck CRD 8032 ↗ Saxony Securities, Inc. BrokerCheck CRD 115547 ↗ |
| EDGAR ↗ | Apr 17, 2025 D/A File 021-520276 | $5,243,375 (est.) | $0 (est.) | $0 (est.) | LaSalle Investment Management Distributors, LLC BrokerCheck CRD 157625 ↗ IBN Financial Services, Inc. BrokerCheck CRD 42360 ↗ Rockefeller Financial LLC BrokerCheck CRD 291361 ↗ Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗ Independent Financial Group, LLC BrokerCheck CRD 7717 ↗ Morgan Stanley BrokerCheck CRD 149777 ↗ Merrill Lynch, Pierce, Fenner & Smith Incorporated BrokerCheck CRD 7691 ↗ LPL Financial LLC BrokerCheck CRD 6413 ↗ Robert W. Baird & Co. Incorporated BrokerCheck CRD 8158 ↗ |
| EDGAR ↗ | Mar 25, 2025 D/A File 021-532282 | $11,047,052 (est.) | $0 | $0 (est.) | LaSalle Investment Management Distributors, LLC BrokerCheck CRD 157625 ↗ Jason Bentley BrokerCheck CRD 7064127 ↗ via Janney Montgomery Scott LLC (CRD 463 ↗) Jacob Driver BrokerCheck CRD 7738978 ↗ via Concorde Investment Services, LLC (CRD 151604 ↗) Jason McMurtry BrokerCheck CRD 2871788 ↗ via Concorde Investment Services, LLC (CRD 151604 ↗) Eric Scaff BrokerCheck CRD 5281210 ↗ via Concorde Investment Services, LLC (CRD 151604 ↗) John M. Olson BrokerCheck CRD 4653160 ↗ via Janney Montgomery Scott LLC (CRD 463 ↗) Peter Arizanov BrokerCheck CRD 4804419 ↗ via Oppenheimer & Co. Inc. (CRD 249 ↗) Jamie Furlong BrokerCheck CRD 6930080 ↗ via Concorde Investment Services, LLC (CRD 151604 ↗) Merrill Lynch, Pierce, Fenner & Smith Incorporated BrokerCheck CRD 7691 ↗ Morgan Stanley BrokerCheck CRD 149777 ↗ Independent Financial Group, LLC BrokerCheck CRD 7717 ↗ DAI Securities, LLC BrokerCheck CRD 36673 ↗ RBC Capital Markets LLC BrokerCheck CRD 31194 ↗ Rockefeller Financial LLC BrokerCheck CRD 291361 ↗ Robert W. Baird & Co. Incorporated BrokerCheck CRD 8158 ↗ LPL Financial LLC BrokerCheck CRD 6413 ↗ Robert Gelsher BrokerCheck CRD 2775380 ↗ via Janney Montgomery Scott LLC (CRD 463 ↗) |
| EDGAR ↗ | Feb 25, 2025 D File 021-539179 | $11,791,593 (est.) | $0 | $0 (est.) | LaSalle Investment Management Distributors, LLC BrokerCheck CRD 157625 ↗ |
| EDGAR ↗ | Feb 11, 2025 D/A File 021-525492 | $3,661,529 (est.) | $0 | $0 (est.) | LaSalle Investment Management Distributors, LLC BrokerCheck CRD 157625 ↗ Jason Bentley BrokerCheck CRD 7064127 ↗ via Janney Montgomery Scott LLC (CRD 463 ↗) Keith E. Livengood BrokerCheck CRD 1833543 ↗ via Janney Montgomery Scott LLC (CRD 463 ↗) David Ehrenkrook BrokerCheck CRD 5118558 ↗ via Independent Financial Group, LLC (CRD 7717 ↗) DAI Securities, LLC BrokerCheck CRD 36673 ↗ Patricia R. Yara BrokerCheck CRD 6017996 ↗ via Morgan Stanley (CRD 149777 ↗) Drew Lyon BrokerCheck CRD 2085731 ↗ via RBC Capital Markets LLC (CRD 31194 ↗) Robert Louis Wathen II BrokerCheck CRD 728363 ↗ via Robert W. Baird & Co. Incorporated (CRD 8158 ↗) Joshua W. Tschirgi BrokerCheck CRD 5954263 ↗ via Independent Financial Group, LLC (CRD 7717 ↗) Heather Reed BrokerCheck CRD 5813143 ↗ via RBC Capital Markets, LLC (CRD 31194 ↗) Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗ Jared Horner BrokerCheck CRD 3116441 ↗ via Commonwealth Financial Network (CRD 8032 ↗) Jonathan Pinnock BrokerCheck CRD 1880929 ↗ via Commonwealth Financial Network (CRD 8032 ↗) Merrill Lynch, Pierce, Fenner & Smith Incorporated BrokerCheck CRD 7691 ↗ LPL FInancial LLC BrokerCheck CRD 6413 ↗ David Gaines BrokerCheck CRD 7923185 ↗ via Jones Lang LaSalle Securities, LLC (CRD 120738 ↗) Lisa Doche BrokerCheck CRD 1236156 ↗ via Robert W. Baird & Co. Incorporated (CRD 8158 ↗) Douglas Alan Bailey BrokerCheck CRD 2113159 ↗ via RBC Capital Markets, LLC (CRD 31194 ↗) |
| EDGAR ↗ | Feb 11, 2025 D/A File 021-525503 | $3,661,530 (est.) | $0 | $0 (est.) | LaSalle Investment Management Distributors, LLC BrokerCheck CRD 157625 ↗ Jason Bentley BrokerCheck CRD 7064127 ↗ via Janney Montgomery Scott LLC (CRD 463 ↗) Keith E. Livengood BrokerCheck CRD 1833543 ↗ via Janney Montgomery Scott LLC (CRD 463 ↗) Joseph Michaletz BrokerCheck CRD 1327534 ↗ via DAI Securities, LLC (CRD 36673 ↗) David Ehrenkrook BrokerCheck CRD 5118558 ↗ via Independent Financial Group, LLC (CRD 7717 ↗) DAI Securities, LLC BrokerCheck CRD 36673 ↗ Patricia R. Yara BrokerCheck CRD 6017996 ↗ via Morgan Stanley (CRD 149777 ↗) Drew Lyon BrokerCheck CRD 2085731 ↗ via RBC Capital Markets LLC (CRD 31194 ↗) Robert Louis Wathen II BrokerCheck CRD 728363 ↗ via Robert W. Baird & Co. Incorporated (CRD 8158 ↗) Joshua W. Tschirgi BrokerCheck CRD 5954263 ↗ via Independent Financial Group, LLC (CRD 7717 ↗) Heather Reed BrokerCheck CRD 5813143 ↗ via RBC Capital Markets LLC (CRD 31194 ↗) Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗ Jared Horner BrokerCheck CRD 3116441 ↗ via Commonwealth Financial Network (CRD 8032 ↗) Jonathan Pinnock BrokerCheck CRD 1880929 ↗ via Commonwealth Financial Network (CRD 8032 ↗) Merrill Lynch, Pierce, Fenner & Smith Incorporated BrokerCheck CRD 7691 ↗ LPL Financial LLC BrokerCheck CRD 6413 ↗ David Gaines BrokerCheck CRD 7923185 ↗ via Jones Lang LaSalle Securities, LLC (CRD 120738 ↗) Lisa Doche BrokerCheck CRD 1236156 ↗ via Robert W. Baird & Co. Incorporated (CRD 8158 ↗) Douglas Alan Bailey BrokerCheck CRD 2113159 ↗ via RBC Capital Markets, LLC (CRD 31194 ↗) |
| EDGAR ↗ | Jan 22, 2025 D File 021-535910 | $6,250 | $0 | $0 | Charles Harrison BrokerCheck CRD 3071551 ↗ via H & L Equities, LLC (CRD 113794 ↗) Lori Mayfield BrokerCheck CRD 4899271 ↗ via H & L Equities, LLC (CRD 113794 ↗) Patrick Whelchel BrokerCheck CRD 5389090 ↗ via H & L Equities, LLC (CRD 113794 ↗) Scott Harrison BrokerCheck CRD 4981070 ↗ via H & L Equities, LLC (CRD 113794 ↗) |
| EDGAR ↗ | Jan 22, 2025 D File 021-535912 | $6,250 | $0 | $0 | Charles Harrison BrokerCheck CRD 3071551 ↗ via H & L Equities, LLC (CRD 113794 ↗) Lori Mayfield BrokerCheck CRD 4899271 ↗ via H & L Equities, LLC (CRD 113794 ↗) Patrick Whelchel BrokerCheck CRD 5389090 ↗ via H & L Equities, LLC (CRD 113794 ↗) Scott Harrison BrokerCheck CRD 4981070 ↗ via H & L Equities, LLC (CRD 113794 ↗) |
| EDGAR ↗ | Nov 26, 2024 D/A File 021-515045 | $3,549,469 (est.) | $0 | $0 (est.) | LaSalle Investment Management Distributors, LLC BrokerCheck CRD 157625 ↗ Nicholson Garrett BrokerCheck CRD 7079780 ↗ via DAI Securities, LLC (CRD 36673 ↗) Christina Nielson BrokerCheck CRD 4866971 ↗ via DAI Securities, LLC (CRD 36673 ↗) William O'Neill BrokerCheck CRD 7396734 ↗ via Concorde Investment Services, LLC (CRD 151604 ↗) Chip Swatta BrokerCheck CRD 6134384 ↗ via RBC Capital Markets, LLC (CRD 31194 ↗) Sean Whalen BrokerCheck CRD 4000934 ↗ via Concorde Investment Services, LLC (CRD 151604 ↗) Morgan Stanley BrokerCheck CRD 149777 ↗ Charles May BrokerCheck CRD 1277272 ↗ via Janney Montgomery Scott LLC (CRD 463 ↗) Merrill Lynch, Pierce, Fenner & Smith, Incorporated BrokerCheck CRD 7691 ↗ Ryan Tickner BrokerCheck CRD 4050912 ↗ via Janney Montgomery Scott LLC (CRD 463 ↗) Jacob Driver BrokerCheck CRD 7738978 ↗ via Concorde Investment Services, LLC (CRD 151604 ↗) Jeremy Lambert BrokerCheck CRD 5156008 ↗ via Janney Montgomery Scott LLC (CRD 463 ↗) Jason McMurtry BrokerCheck CRD 2871788 ↗ via Concorde Investment Services, LLC (CRD 151604 ↗) Robert B. Fischer BrokerCheck CRD 4221955 ↗ via Janney Montgomery Scott LLC (CRD 463 ↗) Gary Chapman BrokerCheck CRD 5244594 ↗ via DAI Securities, LLC (CRD 36673 ↗) |
| EDGAR ↗ | Nov 26, 2024 D/A File 021-515063 | $3,549,469 (est.) | $0 | $0 (est.) | LaSalle Investment Management Distributors, LLC BrokerCheck CRD 157625 ↗ Nicholson Garrett BrokerCheck CRD 7079780 ↗ via DAI Securities, LLC (CRD 36673 ↗) Christina Nielson BrokerCheck CRD 4866971 ↗ via DAI Securities, LLC (CRD 36673 ↗) William O'Neill BrokerCheck CRD 7396734 ↗ via Concorde Investment Services, LLC (CRD 151604 ↗) Chip Swatta BrokerCheck CRD 6134384 ↗ via RBC Capital Markets, LLC (CRD 31194 ↗) Sean Whalen BrokerCheck CRD 4000934 ↗ via Concorde Investment Services, LLC (CRD 151604 ↗) Morgan Stanley BrokerCheck CRD 149777 ↗ Charles May BrokerCheck CRD 1277272 ↗ via Janney Montgomery Scott LLC (CRD 463 ↗) Merrill Lynch, Pierce, Fenner & Smith, Incorporated BrokerCheck CRD 7691 ↗ Ryan Tickner BrokerCheck CRD 4050912 ↗ via Janney Montgomery Scott LLC (CRD 463 ↗) Jacob Driver BrokerCheck CRD 7738978 ↗ via Concorde Investment Services, LLC (CRD 151604 ↗) Jeremy Lambert BrokerCheck CRD 5156008 ↗ via Janney Montgomery Scott LLC (CRD 463 ↗) Jason McMurtry BrokerCheck CRD 2871788 ↗ via Concorde Investment Services, LLC (CRD 151604 ↗) Robert B. Fischer BrokerCheck CRD 4221955 ↗ via Janney Montgomery Scott LLC (CRD 463 ↗) Gary Chapman BrokerCheck CRD 5244594 ↗ via DAI Securities, LLC (CRD 36673 ↗) |
| EDGAR ↗ | Nov 19, 2024 D File 021-529828 | $11,047,052 (est.) | $0 | $0 (est.) | LaSalle Investment Management Distributors, LLC BrokerCheck CRD 157625 ↗ |
| EDGAR ↗ | Oct 4, 2024 D/A File 021-461155 | $0 | $0 | $0 (est.) | None listed on this filing |
| EDGAR ↗ | Oct 4, 2024 D/A File 021-461157 | $0 | $0 | $0 (est.) | None listed on this filing |
| EDGAR ↗ | Oct 4, 2024 D/A File 021-461156 | $0 | $0 | $0 (est.) | None listed on this filing |
| EDGAR ↗ | Aug 30, 2024 D File 021-522867 | $3,661,529 (est.) | $0 | $0 (est.) | LaSalle Investment Management Distributors, LLC BrokerCheck CRD 157625 ↗ |
| EDGAR ↗ | Aug 30, 2024 D File 021-522870 | $3,661,530 (est.) | $0 | $0 (est.) | LaSalle Investment Management Distributors, LLC BrokerCheck CRD 157625 ↗ |
| EDGAR ↗ | Aug 27, 2024 D/A File 021-504126 | $4,195,208 (est.) | $0 | $0 (est.) | LaSalle Investment Management Distributors, LLC BrokerCheck CRD 157625 ↗ Bryan Hakola BrokerCheck CRD 4161289 ↗ via Concorde Investment Services, LLC (CRD 151604 ↗) Jason McMurty BrokerCheck CRD 2871788 ↗ via Concorde Investment Services, LLC (CRD 151604 ↗) Gabe Candea BrokerCheck CRD 5531840 ↗ via Emerson Equity LLC (CRD 130032 ↗) John Paul Ledesma BrokerCheck CRD 2379751 ↗ via Emerson Equity LLC (CRD 130032 ↗) Steve Hadder BrokerCheck CRD 2024227 ↗ via Independent Financial Group, LLC (CRD 7717 ↗) Amr Tenney BrokerCheck CRD 5506866 ↗ via Realized Financial, Inc. (CRD 22333 ↗) Jacob Driver BrokerCheck CRD 7738978 ↗ via Concorde Investment Services, LLC (CRD 151604 ↗) Merrill Lynch Pierce Fenner& Smith Incorporated BrokerCheck CRD 7691 ↗ LPL Financial LLC BrokerCheck CRD 6413 ↗ Logan Reed BrokerCheck CRD 5354145 ↗ via Janney Montgomery Scott LLC (CRD 463 ↗) RBC Capital Markets LLC BrokerCheck CRD 31194 ↗ Morgan Stanley BrokerCheck CRD 149777 ↗ Jeff Golden BrokerCheck CRD 4557838 ↗ via William Blair (CRD 1252 ↗) Charles Hartford BrokerCheck CRD 5707853 ↗ via Rockefeller Financial LLC (CRD 291361 ↗) Kris Maksimovich BrokerCheck CRD 4185617 ↗ via Commonwealth Financial Network (CRD 8032 ↗) David Jennings BrokerCheck CRD 2843403 ↗ via Janney Montgomery Scott LLC (CRD 463 ↗) Kevin Newton BrokerCheck CRD 6727036 ↗ via Robert W. Baird & Co. Incorporated (CRD 8158 ↗) Richard Gann BrokerCheck CRD 4623806 ↗ via Concorde Investment Services, LLC (CRD 151604 ↗) Christina Nielson BrokerCheck CRD 4866971 ↗ via DAI Securities LLC (CRD 36673 ↗) |
| EDGAR ↗ | Aug 27, 2024 D/A File 021-504120 | $4,195,208 (est.) | $0 | $0 (est.) | LaSalle Investment Management Distributors, LLC BrokerCheck CRD 157625 ↗ Bryan Hakola BrokerCheck CRD 4161289 ↗ via Concorde Investment Services, LLC (CRD 151604 ↗) Jason McMurty BrokerCheck CRD 2871788 ↗ via Concorde Investment Services, LLC (CRD 151604 ↗) Gabe Candea BrokerCheck CRD 5531840 ↗ via Emerson Equity LLC (CRD 130032 ↗) John Paul Ledesma BrokerCheck CRD 2379751 ↗ via Emerson Equity LLC (CRD 130032 ↗) Steve Hadder BrokerCheck CRD 2024227 ↗ via Independent Financial Group, LLC (CRD 7717 ↗) Amr Tenney BrokerCheck CRD 5506866 ↗ via Realized Financial, Inc. (CRD 22333 ↗) Jacob Driver BrokerCheck CRD 7738978 ↗ via Concorde Investment Services, LLC (CRD 151604 ↗) Merrill Lynch Pierce Fenner & Smith Incorporated BrokerCheck CRD 7691 ↗ LPL Financial LLC BrokerCheck CRD 6413 ↗ Logan Reed BrokerCheck CRD 5354145 ↗ via Janney Montgomery Scott LLC (CRD 463 ↗) RBC Capital Markets LLC BrokerCheck CRD 31194 ↗ Morgan Stanley BrokerCheck CRD 149777 ↗ Jeff Golden BrokerCheck CRD 4557838 ↗ via William Blair (CRD 1252 ↗) Charles Hartford BrokerCheck CRD 5707853 ↗ via Rockefeller Financial LLC (CRD 291361 ↗) Kris Maksimovich BrokerCheck CRD 4185617 ↗ via Commonwealth Financial Network (CRD 8032 ↗) David Jennings BrokerCheck CRD 2843403 ↗ via Janney Montgomery Scott LLC (CRD 463 ↗) Kevin Newton BrokerCheck CRD 6727036 ↗ via Robert W. Baird & Co. Incorporated (CRD 8158 ↗) Richard Gann BrokerCheck CRD 4623806 ↗ via Concorde Investment Services, LLC (CRD 151604 ↗) |
| EDGAR ↗ | May 9, 2024 D File 021-512781 | $3,549,469 (est.) | $0 | $0 (est.) | LaSalle Investment Management Distributors, LLC BrokerCheck CRD 157625 ↗ |
| EDGAR ↗ | May 9, 2024 D File 021-512791 | $3,549,469 (est.) | $0 | $0 (est.) | LaSalle Investment Management Distributors, LLC BrokerCheck CRD 157625 ↗ |
| EDGAR ↗ | May 7, 2024 D/A File 021-499678 | $6,714,170 (est.) | $0 | $0 (est.) | LaSalle Investment Management Distributors, LLC BrokerCheck CRD 157625 ↗ Chris Vizzi BrokerCheck CRD 5095868 ↗ via Independent Financial Group, LLC (CRD 7717 ↗) Jason McMurtry BrokerCheck CRD 2871788 ↗ via Concorde Investment Services LLC (CRD 151604 ↗) Nondo Dominic Capuano BrokerCheck CRD 40125 ↗ via Robert W. Baird & Co. Incorporated (CRD 8158 ↗) Simon Brower BrokerCheck CRD 4496781 ↗ via Realized Financial, Inc. (CRD 22333 ↗) Morgan Stanley BrokerCheck CRD 149777 ↗ Merrill Lynch, Pierce, Fenner & Smith Incorporated BrokerCheck CRD 7691 ↗ Donovan Kelly BrokerCheck CRD 2622366 ↗ via Independent Financial Group, LLC (CRD 7717 ↗) Shayne Nagy BrokerCheck CRD 2850611 ↗ via Robert W. Baird & Co. Incorporated (CRD 8158 ↗) Jacob Driver BrokerCheck CRD 7738978 ↗ via Concorde Investment Services, LLC (CRD 151604 ↗) RBC Capital Markets LLC BrokerCheck CRD 31194 ↗ James Franklin BrokerCheck CRD 479961 ↗ via Independent Financial Group, LLC (CRD 7717 ↗) Derek Sabine BrokerCheck CRD 5190258 ↗ via LPL Financial LLC (CRD 6413 ↗) |
| EDGAR ↗ | Jan 18, 2024 D File 021-502868 | $6,250 | $0 | $0 | Charles Harrison BrokerCheck CRD 3071551 ↗ via H & L Equities, LLC (CRD 113794 ↗) Lori Mayfield BrokerCheck CRD 4899271 ↗ via H & L Equities, LLC (CRD 113794 ↗) Patrick Whelchel BrokerCheck CRD 5389090 ↗ via H & L Equities, LLC (CRD 113794 ↗) Scott Harrison BrokerCheck CRD 4981070 ↗ via H & L Equities, LLC (CRD 113794 ↗) |
| EDGAR ↗ | Jan 18, 2024 D File 021-502866 | $6,250 | $0 | $0 | Charles Harrison BrokerCheck CRD 3071551 ↗ via H & L Equities, LLC (CRD 113794 ↗) Lori Mayfield BrokerCheck CRD 4899271 ↗ via H & L Equities, LLC (CRD 113794 ↗) Patrick Whelchel BrokerCheck CRD 5389090 ↗ via H & L Equities, LLC (CRD 113794 ↗) Scott Harrison BrokerCheck CRD 4981070 ↗ via H & L Equities, LLC (CRD 113794 ↗) |
| EDGAR ↗ | Jan 18, 2024 D File 021-502865 | $6,250 | $0 | $0 | Charles Harrison BrokerCheck CRD 3071551 ↗ via H & L Equities, LLC (CRD 113794 ↗) Lori Mayfield BrokerCheck CRD 4899271 ↗ via H & L Equities, LLC (CRD 113794 ↗) Patrick Whelchel BrokerCheck CRD 5389090 ↗ via H & L Equities, LLC (CRD 113794 ↗) Scott Harrison BrokerCheck CRD 4981070 ↗ via H & L Equities, LLC (CRD 113794 ↗) |
| EDGAR ↗ | Dec 21, 2023 D File 021-500445 | $4,195,208 (est.) | $0 | $0 (est.) | LaSalle Investment Management Distributors, LLC BrokerCheck CRD 157625 ↗ |
| EDGAR ↗ | Dec 21, 2023 D File 021-500464 | $4,195,208 (est.) | $0 | $0 (est.) | LaSalle Investment Management Distributors, LLC BrokerCheck CRD 157625 ↗ |
| EDGAR ↗ | Nov 8, 2023 D File 021-496764 | $6,714,170 (est.) | $0 | $0 (est.) | LaSalle Investment Management Distributors, LLC BrokerCheck CRD 157625 ↗ |
| EDGAR ↗ | Jul 6, 2023 D/A File 021-443140 | $4,408,520 (est.) | $0 | $5,292,350 (est.) | LaSalle Investment Management Distributors, LLC BrokerCheck CRD 157625 ↗ MICHAEL J CRONIN BrokerCheck CRD 4737860 ↗ via HUNTWICKE SECURITIES LLC (CRD 146993 ↗) JESSE PARKS BrokerCheck CRD 1027968 ↗ via JANNEY MONTGOMERY SCOTT LLC (CRD 463 ↗) ROBERT B FISCHER BrokerCheck CRD 4221955 ↗ via JANNEY MONTGOMERY SCOTT LLC (CRD 463 ↗) JOSEPH P WERNER BrokerCheck CRD 6645379 ↗ via LaSalle Investment Management Distributors, LLC (CRD 157625 ↗) FRANK T WOOTON IV BrokerCheck CRD 5950299 ↗ via MORGAN STANLEY (CRD 149777 ↗) THERESA ELENA CHACOPULOS BrokerCheck CRD 2280421 ↗ via MORGAN STANLEY (CRD 149777 ↗) DAVID C RANKIN BrokerCheck CRD 2782425 ↗ via RBC CAPITAL MARKETS LLC (CRD 31194 ↗) DOUGLAS KENNETH MACFARLANE BrokerCheck CRD 3201306 ↗ via ROBERT W BAIRD & CO INC (CRD 8158 ↗) LEIGHTON LILES BrokerCheck CRD 5936070 ↗ via ROBERT W BAIRD & CO INC (CRD 8158 ↗) WILLIAM LILES BrokerCheck CRD 5680369 ↗ via ROBERT W BAIRD & CO INC (CRD 8158 ↗) STEVEN R GERAGHTY BrokerCheck CRD 1028353 ↗ via MORGAN STANLEY (CRD 149777 ↗) JAHAN K JEWAYNI BrokerCheck CRD 4839007 ↗ via ROCKEFELLER FINANCIAL LLC (CRD 291361 ↗) JACOB ADAMS BrokerCheck CRD 4975889 ↗ via THORNHILL SECURITIES, INC (CRD 22333 ↗) ROBERT CHARLES BOLAND BrokerCheck CRD 2730853 ↗ via RBC CAPITAL MARKETS LLC (CRD 31194 ↗) CHRISTINA NIELSON BrokerCheck CRD 4866971 ↗ via DAI SECURITIES, LLC (CRD 36673 ↗) PETER G. OPP BrokerCheck CRD 2103454 ↗ via RBC CAPITAL MARKETS LLC (CRD 31194 ↗) ARTHUR RAMIREZ NATIVIDAD BrokerCheck CRD 5633477 ↗ via MORGAN STANLEY (CRD 149777 ↗) JOHN C. RAPPORT BrokerCheck CRD 5748254 ↗ via ROCKEFELLER FINANCIAL LLC (CRD 291361 ↗) CHRISTOPHER MICHAEL VIZZI BrokerCheck CRD 5095868 ↗ via INDEPENDENT FINANCIAL GROUP, LLC (CRD 7717 ↗) WILLIAM CHRIS TRIANTAFEL BrokerCheck CRD 1589277 ↗ via MORGAN STANLEY (CRD 149777 ↗) KELLY H CLYDE BrokerCheck CRD 4825839 ↗ via INDEPENDENT FINANCIAL GROUP, LLC (CRD 7717 ↗) ADAM S. BOOLE BrokerCheck CRD 6352662 ↗ via MORGAN STANLEY (CRD 149777 ↗) |
| EDGAR ↗ | Jul 6, 2023 D/A File 021-467305 | $10,256,078 (est.) | $0 | $11,515,397 (est.) | LaSalle Investment Management Distributors, LLC BrokerCheck CRD 157625 ↗ CHRISTINA NIELSON BrokerCheck CRD 4866971 ↗ via DAI SECURITIES, LLC (CRD 36673 ↗) WILLIAM PATRICK BRENNAN BrokerCheck CRD 3090544 ↗ via INDEPENDENT FINANCIAL GROUP, LLC (CRD 7717 ↗) JOSEPH P WERNER BrokerCheck CRD 6645379 ↗ via LaSalle Investment Management Distributors, LLC (CRD 157625 ↗) KAREN LESLIE VARNHAGEN BrokerCheck CRD 1144429 ↗ via MORGAN STANLEY (CRD 14977 ↗) TRACY BIRD BrokerCheck CRD 4147085 ↗ via MORGAN STANLEY (CRD 14977 ↗) DAVID ROBERT ESHAM BrokerCheck CRD 2215529 ↗ via MORGAN STANLEY (CRD 14977 ↗) PIOTR G GALUS BrokerCheck CRD 5215429 ↗ via MORGAN STANLEY (CRD 14977 ↗) PAUL WARREN JACKSON BrokerCheck CRD 2998795 ↗ via MORGAN STANLEY (CRD 14977 ↗) BENJAMIN WILLEY BrokerCheck CRD 6131772 ↗ via MORGAN STANLEY (CRD 14977 ↗) CYNTHIA MARY COUYOUMJIAN BrokerCheck CRD 1456630 ↗ via INDEPENDENT FINANCIAL GROUP, LLC (CRD 7717 ↗) FRANK COULSON III BrokerCheck CRD 3100920 ↗ via MORGAN STANLEY (CRD 14977 ↗) KEVIN HUNTINGTON BrokerCheck CRD 5934354 ↗ via MORGAN STANLEY (CRD 14977 ↗) PAULINA MATEL BrokerCheck CRD 6125677 ↗ via MORGAN STANLEY (CRD 14977 ↗) RICHARD GRUND BrokerCheck CRD 2284738 ↗ via COMMONWEALTH FINANCIAL NETWORK (CRD 8032 ↗) MICHELLE VIZZI BrokerCheck CRD 4780371 ↗ via INDEPENDENT FINANCIAL GROUP, LLC (CRD 7717 ↗) SCOTT MACHEN BrokerCheck CRD 4578808 ↗ via INDEPENDENT FINANCIAL GROUP, LLC (CRD 7717 ↗) DAVID JENNINGS BrokerCheck CRD 2843403 ↗ via JANNEY MONTGOMERY SCOTT LLC (CRD 463 ↗) LENORE DUNLOP BrokerCheck CRD 7029219 ↗ via MORGAN STANLEY (CRD 149777 ↗) GARY R BERGERON BrokerCheck CRD 5703575 ↗ via MORGAN STANLEY (CRD 149777 ↗) DOUGLAS M DIRKS BrokerCheck CRD 4068542 ↗ via MORGAN STANLEY (CRD 149777 ↗) THOMAS RISHOVD BrokerCheck CRD 2572728 ↗ via MORGAN STANLEY (CRD 149777 ↗) HEATHER REED BrokerCheck CRD 5813143 ↗ via RBC CAPITAL MARKETS LLC (CRD 31194 ↗) CHRISTOPHER MICHAEL VIZZI BrokerCheck CRD 5095868 ↗ via INDEPENDENT FINANCIAL GROUP, LLC (CRD 7717 ↗) EDWARD CHRISTIAN GRUBER BrokerCheck CRD 4369042 ↗ via MORGAN STANLEY (CRD 149777 ↗) JASON BURKETT BrokerCheck CRD 4788149 ↗ via RBC CAPITAL MARKETS LLC (CRD 31194 ↗) JOHN PRINCE BrokerCheck CRD 2138970 ↗ via RBC CAPITAL MARKETS LLC (CRD 31194 ↗) RUSSELL DYER BrokerCheck CRD 5439930 ↗ via MORGAN STANLEY (CRD 149777 ↗) KURT NEDDENRIEP BrokerCheck CRD 2723394 ↗ via MORGAN STANLEY (CRD 149777 ↗) BRUCE HOROWITZ BrokerCheck CRD 1333901 ↗ via COMMONWEALTH FINANCIAL NETWORK (CRD 8032 ↗) JAMIE FURLONG BrokerCheck CRD 6930080 ↗ via CONCORDE INVESTMENT SERVICES, LLC (CRD 151604 ↗) CHARLES NORWOOD BrokerCheck CRD 4497456 ↗ via MORGAN STANLEY (CRD 149777 ↗) JOHN CODY MOORE BrokerCheck CRD 5861459 ↗ via MORGAN STANLEY (CRD 149777 ↗) JONATHAN KLEIN BrokerCheck CRD 5526972 ↗ via MORGAN STANLEY (CRD 149777 ↗) JUNGSUN MCCUBBIN BrokerCheck CRD 5279260 ↗ via MORGAN STANLEY (CRD 149777 ↗) KEITH SMITH BrokerCheck CRD 4944329 ↗ via MORGAN STANLEY (CRD 149777 ↗) KEVIN TARRANT BrokerCheck CRD 5377123 ↗ via MORGAN STANLEY (CRD 149777 ↗) LORING BROWN BrokerCheck CRD 2120640 ↗ via MORGAN STANLEY (CRD 149777 ↗) TODD WETZEL BrokerCheck CRD 2108953 ↗ via MORGAN STANLEY (CRD 149777 ↗) JOHN STOMBERGER BrokerCheck CRD 2165327 ↗ via ROBERT W BAIRD & CO INC (CRD 8158 ↗) KEITH LOCKWOOD BrokerCheck CRD 4141838 ↗ via MORGAN STANLEY (CRD 149777 ↗) KERRI SULLIVAN-KREISS BrokerCheck CRD 2141713 ↗ via COMMONWEALTH FINANCIAL NETWORK (CRD 8032 ↗) BRYAN WHITE BrokerCheck CRD 2711387 ↗ via MORGAN STANLEY (CRD 149777 ↗) J SCOTT MILLER BrokerCheck CRD 4488259 ↗ via MORGAN STANLEY (CRD 149777 ↗) JASON HARRIS BrokerCheck CRD 2388244 ↗ via ROBERT W BAIRD & CO INC (CRD 8158 ↗) JEREMY O'BRIEN BrokerCheck CRD 2354870 ↗ via MORGAN STANLEY (CRD 149777 ↗) CHRISTOPHER ROCKWELL BrokerCheck CRD 6089387 ↗ via JANNEY MONTGOMERY SCOTT LLC (CRD 463 ↗) J BRADLEY RAUCH BrokerCheck CRD 2473544 ↗ via MORGAN STANLEY (CRD 149777 ↗) JEREMY BISCEGLIA BrokerCheck CRD 5083500 ↗ via MORGAN STANLEY (CRD 149777 ↗) RYAN BOONE BrokerCheck CRD 3095956 ↗ via MORGAN STANLEY (CRD 149777 ↗) SEAN WHALEN BrokerCheck CRD 4000934 ↗ via CONCORDE INVESTMENT SERVICES, LLC (CRD 151604 ↗) MATTHEW ANDERSON BrokerCheck CRD 4783763 ↗ via MORGAN STANLEY (CRD 149777 ↗) DANIEL RAUPP BrokerCheck CRD 4079107 ↗ via CONCORDE INVESTMENT SERVICES, LLC (CRD 151604 ↗) JEFFERY STEWART BrokerCheck CRD 4371610 ↗ via MORGAN STANLEY (CRD 149777 ↗) WILLIAM CHRISTIAN BrokerCheck CRD 2930040 ↗ via ROCKEFELLER FINANCIAL LLC (CRD 291361 ↗) MARTI MARACHE BrokerCheck CRD 2393657 ↗ via SANCTUARY SECURITIES INC (CRD 205 ↗) |
| EDGAR ↗ | Apr 3, 2023 D/A File 021-449543 | $15,386,757 (est.) | $0 | $0 (est.) | LaSalle Investment Management Distributors, LLC BrokerCheck CRD 157625 ↗ Rob Johnson BrokerCheck CRD 4318220 ↗ via Thornhill Securities, Inc. (CRD 22333 ↗) Bryan C. Hakola BrokerCheck CRD 4161289 ↗ via Concorde Investment Services, LLC (CRD 151604 ↗) Daniel Raupp BrokerCheck CRD 4079107 ↗ via Concorde Investment Services LLC (CRD 151604 ↗) Jessica Healy BrokerCheck CRD 6589558 ↗ via Metropolitan Capital Investment Banc, Inc. (CRD 148820 ↗) Christina Nielson BrokerCheck CRD 4866971 ↗ via DAI Securities, LLC (CRD 36673 ↗) John Stomberger BrokerCheck CRD 2165327 ↗ via Robert W. Baird & Co. Incorporated (CRD 8158 ↗) Ian C. McElreath BrokerCheck CRD 4754189 ↗ via Emerson Equity LLC (CRD 130032 ↗) Jeffrey Harvey BrokerCheck CRD 2390593 ↗ via Rockefeller Financial LLC (CRD 291361 ↗) Jason L. McMurtry BrokerCheck CRD 2871788 ↗ via Concorde Investment Services, LLC (CRD 151604 ↗) Rikki Foster BrokerCheck CRD 6075051 ↗ via Concorde Investment Services, LLC (CRD 151604 ↗) L.H. Bayley BrokerCheck CRD 15409 ↗ via Sanctuary Securities, Inc. (CRD 205 ↗) Morgan Stanley BrokerCheck CRD 149777 ↗ Greg Thorn BrokerCheck CRD 2308648 ↗ via Sunbelt Securities, Inc. (CRD 42180 ↗) Chris Vizzi BrokerCheck CRD 5095868 ↗ via Independent Financial Group, LLC (CRD 7717 ↗) Chris Farr BrokerCheck CRD 5991848 ↗ via Rockefeller Financial LLC (CRD 291361 ↗) Rob Johnson BrokerCheck CRD 4318220 ↗ via Realized Financial, Inc. (CRD 22333 ↗) Shay Scruggs BrokerCheck CRD 4173046 ↗ via Rockefeller Financial LLC (CRD 291361 ↗) Jeffrey W. Senglaub BrokerCheck CRD 1004471 ↗ via Independent Financial Group, LLC (CRD 7717 ↗) RBC Capital Markets, LLC BrokerCheck CRD 31194 ↗ Janney Montgomery Scott LLC BrokerCheck CRD 463 ↗ David Farrell BrokerCheck CRD 6400947 ↗ via Purshe Kaplan Sterling Investments (CRD 35747 ↗) Eric White BrokerCheck CRD 2527316 ↗ via Sanctuary Securities, Inc. (CRD 205 ↗) Jared S. Horner BrokerCheck CRD 3116441 ↗ via Commonwealth Financial Network (CRD 8032 ↗) Jonathan H. Pinnock BrokerCheck CRD 1880920 ↗ via Commonwealth Financial Network (CRD 8032 ↗) Ann R. Wang BrokerCheck CRD 4768787 ↗ via Rockefeller Financial LLC (CRD 291361 ↗) Stephen Grossman BrokerCheck CRD 1089615 ↗ via Robert W. Baird & Co. Incorporated (CRD 8158 ↗) Robert Bezzone BrokerCheck CRD 2195927 ↗ via Purshe Kaplan Sterling Investments (CRD 35747 ↗) Jacob Adams BrokerCheck CRD 4975889 ↗ via Realized Financial, Inc. (CRD 22333 ↗) |
| EDGAR ↗ | Feb 1, 2023 D File 021-472395 | $6,250 | $0 | $0 | Charles Harrison BrokerCheck CRD 3071551 ↗ via H & L Equities, LLC (CRD 113794 ↗) Lori Mayfield BrokerCheck CRD 4899271 ↗ via H & L Equities, LLC (CRD 113794 ↗) Patrick Whelchel BrokerCheck CRD 5389090 ↗ via H & L Equities, LLC (CRD 113794 ↗) Scott Harrison BrokerCheck CRD 4981070 ↗ via H & L Equities, LLC (CRD 113794 ↗) |
| EDGAR ↗ | Oct 4, 2022 D/A File 021-409587 | $335,550 (est.) | $0 | $754,987 (est.) JLL Exchange TRS, LLC will be responsible for paying certain fees and costs of approximately $754,987. | LaSalle Investment Management Distributors, LLC BrokerCheck CRD 157625 ↗ JOSEPH P WERNER BrokerCheck CRD 6645379 ↗ via LaSalle Investment Management Distributors, LLC (CRD 157625 ↗) |
| EDGAR ↗ | Oct 3, 2022 D/A File 021-419615 | $3,975,027 (est.) | $0 | $4,486,102 (est.) | LaSalle Investment Management Distributors, LLC BrokerCheck CRD 157625 ↗ ETHAN DAVID LINDBLOOM BrokerCheck CRD 4072349 ↗ via JANNEY MONTGOMERY SCOTT LLC (CRD 464 ↗) MORGAN STANLEY BrokerCheck CRD 149777 ↗ BARRY JOSEPH SALUK BrokerCheck CRD 1649461 ↗ via JANNEY MONTGOMERY SCOTT LLC (CRD 463 ↗) David John Funes BrokerCheck CRD 5467419 ↗ via THORNHILL SECURITIES, INC. (CRD 22333 ↗) Joseph Patrick Werner BrokerCheck CRD 6645379 ↗ via LaSalle Investment Management Distributors, LLC LaSalle Investment Management Distributors, LLC (CRD 157625 ↗) Robert Johnson BrokerCheck CRD 4318220 ↗ via THORNHILL SECURITIES, INC. (CRD 22333 ↗) Jessica Healy BrokerCheck CRD 6589558 ↗ via METROPOLITAN CAPITAL INVESTMENT BANC, INC. (CRD 148820 ↗) FRANK JOHNSTON III BrokerCheck CRD 867418 ↗ via RBC CAPITAL MARKETS, LLC (CRD 31194 ↗) RUSSELL SAMUEL SHERRED III BrokerCheck CRD 829137 ↗ via RBC CAPITAL MARKETS, LLC (CRD 31194 ↗) |
| EDGAR ↗ | May 25, 2022 D File 021-446907 | $15,386,757 (est.) | $0 | $0 (est.) | LaSalle Investment Management Distributors, LLC BrokerCheck CRD 157625 ↗ |
| EDGAR ↗ | Apr 26, 2022 D/A File 021-438167 | $3,612,478 (est.) | $0 | $0 | LaSalle Investment Management Distributors, LLC BrokerCheck CRD 157625 ↗ Frank T. Wooton IV BrokerCheck CRD 5950299 ↗ via Morgan Stanley (CRD 149777 ↗) William Franklin Rogers BrokerCheck CRD 5680731 ↗ via Morgan Stanley (CRD 149777 ↗) Theresa Elena Chacopulos BrokerCheck CRD 2280421 ↗ via Morgan Stanley (CRD 149777 ↗) |
| EDGAR ↗ | Mar 1, 2022 D File 021-435321 | $3,612,478 (est.) | $0 | $0 | LaSalle Investment Management Distributors, LLC BrokerCheck CRD 157625 ↗ |
| EDGAR ↗ | Jan 28, 2022 D File 021-431306 | $6,250 | $0 | $0 | Charles Harrison BrokerCheck CRD 3071551 ↗ via H & L Equities, LLC (CRD 113794 ↗) Lori Mayfield BrokerCheck CRD 4899271 ↗ via H & L Equities, LLC (CRD 113794 ↗) Patrick Whelchel BrokerCheck CRD 5389090 ↗ via H & L Equities, LLC (CRD 113794 ↗) Scott Harrison BrokerCheck CRD 4981070 ↗ via H & L Equities, LLC (CRD 113794 ↗) Charles Mathes BrokerCheck CRD 5980160 ↗ via H & L Equities, LLC (CRD 113794 ↗) |
| EDGAR ↗ | Jan 28, 2022 D File 021-431319 | $6,250 | $0 | $0 | Charles Harrison BrokerCheck CRD 3071551 ↗ via H & L Equities, LLC (CRD 113794 ↗) Lori Mayfield BrokerCheck CRD 4899271 ↗ via H & L Equities, LLC (CRD 113794 ↗) Patrick Whelchel BrokerCheck CRD 5389090 ↗ via H & L Equities, LLC (CRD 113794 ↗) Scott Harrison BrokerCheck CRD 4981070 ↗ via H & L Equities, LLC (CRD 113794 ↗) Charles Mathes BrokerCheck CRD 5980160 ↗ via H & L Equities, LLC (CRD 113794 ↗) |
| EDGAR ↗ | Jan 28, 2022 D File 021-431296 | $6,250 | $0 | $0 | Charles Harrison BrokerCheck CRD 3071551 ↗ via H & L Equities, LLC (CRD 113794 ↗) Lori Mayfield BrokerCheck CRD 4899271 ↗ via H & L Equities, LLC (CRD 113794 ↗) Patrick Whelchel BrokerCheck CRD 5389090 ↗ via H & L Equities, LLC (CRD 113794 ↗) Scott Harrison BrokerCheck CRD 4981070 ↗ via H & L Equities, LLC (CRD 113794 ↗) Charles Mathes BrokerCheck CRD 5980160 ↗ via H & L Equities, LLC (CRD 113794 ↗) |
| EDGAR ↗ | Jan 5, 2022 D/A File 021-418733 | $2,681,418 (est.) | $0 | $191,530 (est.) | LaSalle Investment Management Distributors, LLC BrokerCheck CRD 157625 ↗ Jason L. McMurtry BrokerCheck CRD 2871788 ↗ via Concorde Investment Services, LLC (CRD 151604 ↗) Scott F. Singer BrokerCheck CRD 5625389 ↗ via Janney Montgomery Scott LLC (CRD 463 ↗) Corey E. Smith BrokerCheck CRD 4979676 ↗ via Great Point Capital LLC (CRD 114203 ↗) Bryan C. Hakola BrokerCheck CRD 4161289 ↗ via Concorde Investment Services, LLC (CRD 151604 ↗) Jonathan H. Harris BrokerCheck CRD 1957460 ↗ via Commonwealth Financial Network (CRD 8032 ↗) Christina Nielson BrokerCheck CRD 4866971 ↗ via DAI Securities, LLC (CRD 36673 ↗) Greg D. Patterson BrokerCheck CRD 4409270 ↗ via Commonwealth Financial Network (CRD 8032 ↗) Joseph G. Michaletz BrokerCheck CRD 1327534 ↗ via DAI Securities, LLC (CRD 36673 ↗) Michael O'Toole BrokerCheck CRD 6336251 ↗ via DAI Securities, LLC (CRD 36673 ↗) Sean R. Frelke BrokerCheck CRD 5003231 ↗ via RBC Capital Markets, LLC (CRD 31194 ↗) Russell S. Sherred III BrokerCheck CRD 829137 ↗ via RBC Capital Markets, LLC (CRD 31194 ↗) Jeffrey A. Schnee BrokerCheck CRD 1176174 ↗ via Janney Montgomery Scott LLC (CRD 463 ↗) Bruce S. Horowitz BrokerCheck CRD 1333901 ↗ via Commonwealth Financial Network (CRD 8032 ↗) Dan B. Roberts BrokerCheck CRD 1444433 ↗ via Commonwealth Financial Network (CRD 8032 ↗) Jahan K. Jewayni BrokerCheck CRD 4839007 ↗ via Rockefeller Financial LLC (CRD 291361 ↗) |
| EDGAR ↗ | Jan 5, 2022 D/A File 021-420642 | $3,061,240 (est.) | $0 | $196,794 (est.) | LaSalle Investment Management Distributors, LLC BrokerCheck CRD 157625 ↗ Morgan Stanley BrokerCheck CRD 149777 ↗ |
| EDGAR ↗ | Nov 12, 2021 D/A File 021-381041 | $1,014,209 (est.) | $0 | $108,665 (est.) | LaSalle Investment Management Distributors, LLC BrokerCheck CRD 157625 ↗ Morgan Stanley BrokerCheck CRD 149777 ↗ Jacob Adams BrokerCheck CRD 4975889 ↗ via Thornhill Securities, Inc. (CRD 22333 ↗) Joseph G. Michaletz BrokerCheck CRD 1327534 ↗ via DAI Securities, LLC (CRD 36673 ↗) Michael E. O'Toole BrokerCheck CRD 6336251 ↗ via DAI Securities, LLC (CRD 36673 ↗) Peter Manning BrokerCheck CRD 4438032 ↗ via Commonwealth Financial Network (CRD 8032 ↗) Rob Johnson BrokerCheck CRD 4318220 ↗ via Thornhill Securities, Inc. (CRD 22333 ↗) Christina S. Nielson BrokerCheck CRD 4866971 ↗ via DAI Securities, LLC (CRD 36673 ↗) Thomas E. Diechert BrokerCheck CRD 1263527 ↗ via Commonwealth Financial Network (CRD 8032 ↗) Bruce R. Hosler BrokerCheck CRD 2581041 ↗ via Commonwealth Financial Network (CRD 8032 ↗) |
| EDGAR ↗ | Nov 12, 2021 D/A File 021-384536 | $2,823,504 (est.) | $0 | $302,518 (est.) | LaSalle Investment Management Distributors, LLC BrokerCheck CRD 157625 ↗ Morgan Stanley BrokerCheck CRD 149777 ↗ Douglas K. MacFarlane BrokerCheck CRD 3201306 ↗ via Robert W. Baird & Co. Incorporated (CRD 8158 ↗) Jason L. McMurtry BrokerCheck CRD 2871788 ↗ via Concorde Investment Services, LLC (CRD 151604 ↗) Joseph G. Michaletz BrokerCheck CRD 1327534 ↗ via DAI Securities, LLC (CRD 36673 ↗) Michael E. O'Toole BrokerCheck CRD 6336251 ↗ via DAI Securities, LLC (CRD 36673 ↗) Christina S. Nielson BrokerCheck CRD 4866971 ↗ via DAI Securities, LLC (CRD 36673 ↗) James J. Silbernagel BrokerCheck CRD 1503045 ↗ via Concorde Investment Services, LLC (CRD 151604 ↗) |
| EDGAR ↗ | Nov 12, 2021 D/A File 021-384549 | $3,260,273 (est.) | $0 | $815,068 (est.) | LaSalle Investment Management Distributors, LLC BrokerCheck CRD 157625 ↗ Morgan Stanley BrokerCheck CRD 149777 ↗ |
| EDGAR ↗ | Nov 12, 2021 D/A File 021-389917 | $2,625,918 (est.) | $0 | $281,348 (est.) | LaSalle Investment Management Distributors, LLC BrokerCheck CRD 157625 ↗ Daniel L. Klein BrokerCheck CRD 1241800 ↗ via Morgan Stanley (CRD 149777 ↗) Nicholas M. Carosa BrokerCheck CRD 5785875 ↗ via Morgan Stanley (CRD 149777 ↗) |
| EDGAR ↗ | Nov 12, 2021 D/A File 021-392563 | $4,916,350 (est.) | $0 | $667,219 (est.) | LaSalle Investment Management Distributors, LLC BrokerCheck CRD 157625 ↗ Morgan Stanley BrokerCheck CRD 149777 ↗ Rob Johnson BrokerCheck CRD 4318220 ↗ via Thornhill Securities, Inc. (CRD 22333 ↗) Christina S. Nielson BrokerCheck CRD 4866971 ↗ via DAI Securities, LLC (CRD 36673 ↗) Peter Manning BrokerCheck CRD 4438032 ↗ via Commonwealth Financial Network (CRD 8032 ↗) Eric N. Jones BrokerCheck CRD 6750556 ↗ via Robert W. Baird & Co. Incorporated (CRD 8158 ↗) Charles P. Brown BrokerCheck CRD 1833265 ↗ via Commonwealth Financial Network (CRD 8032 ↗) Dan B. Roberts BrokerCheck CRD 1444433 ↗ via Commonwealth Financial Network (CRD 8032 ↗) |
| EDGAR ↗ | Nov 12, 2021 D/A File 021-395356 | $2,268,307 (est.) | $0 | $243,033 (est.) | LaSalle Investment Management Distributors, LLC BrokerCheck CRD 157625 ↗ Morgan Stanley BrokerCheck CRD 149777 ↗ Corey E. Smith BrokerCheck CRD 4979676 ↗ via Great Point Capital LLC (CRD 114203 ↗) Rob Johnson BrokerCheck CRD 4318220 ↗ via Thornhill Securities, Inc. (CRD 22333 ↗) Charles P. Brown BrokerCheck CRD 1833265 ↗ via Commonwealth Financial Network (CRD 8032 ↗) Joseph G. Michaletz BrokerCheck CRD 1327534 ↗ via DAI Securities, LLC (CRD 8032 ↗) Michael E. O'Toole BrokerCheck CRD 6336251 ↗ via DAI Securities, LLC (CRD 36673 ↗) Christina S. Nielson BrokerCheck CRD 4866971 ↗ via DAI Securities, LLC (CRD 36673 ↗) Bryan C. Hakola BrokerCheck CRD 4161289 ↗ via Concorde Investment Services, LLC (CRD 151604 ↗) Daniel J. Mercer BrokerCheck CRD 6698392 ↗ via Emerson Equity LLC (CRD 130032 ↗) Richard W. Fairchild, Jr. BrokerCheck CRD 5377985 ↗ via RBC Capital Markets, LLC (CRD 31194 ↗) Dan B. Roberts BrokerCheck CRD 1444433 ↗ via Commonwealth Financial Network (CRD 8032 ↗) |
| EDGAR ↗ | Nov 10, 2021 D/A File 021-381036 | $1,297,399 (est.) | $0 | $139,007 (est.) | LaSalle Investment Management Distributors, LLC BrokerCheck CRD 157625 ↗ Morgan Stanley BrokerCheck CRD 149777 ↗ Jacob Adams BrokerCheck CRD 4975889 ↗ via Thornhill Securities, Inc. (CRD 22333 ↗) Joseph G. Michaletz BrokerCheck CRD 1327534 ↗ via DAI Securities, LLC (CRD 36673 ↗) Michael E. O'Toole BrokerCheck CRD 6336251 ↗ via DAI Securities, LLC (CRD 36673 ↗) Peter Manning BrokerCheck CRD 4438032 ↗ via Commonwealth Financial Network (CRD 8032 ↗) Rob Johnson BrokerCheck CRD 4318220 ↗ via Thornhill Securities, Inc. (CRD 22333 ↗) Christina S. Nielson BrokerCheck CRD 4866971 ↗ via DAI Securities, LLC (CRD 36673 ↗) Thomas E. Deichert BrokerCheck CRD 1263527 ↗ via Commonwealth Financial Network (CRD 8032 ↗) Bruce R. Hosler BrokerCheck CRD 2581041 ↗ via Commonwealth Financial Network (CRD 8032 ↗) |
| EDGAR ↗ | Nov 9, 2021 D/A File 021-359842 | $1,788,803 (est.) | $0 | $515,494 (est.) | LaSalle Investment Management Distributors, Inc. BrokerCheck CRD 157625 ↗ Dan B. Roberts BrokerCheck CRD 1444433 ↗ via Commonwealth Financial Network (CRD 8032 ↗) Christina Nielson BrokerCheck CRD 4866971 ↗ via DAI Securities, LLC (CRD 36673 ↗) David P. Dahill BrokerCheck CRD 6581024 ↗ via Thornhill Securities, Inc. (CRD 22333 ↗) Jack Creighton BrokerCheck CRD 1495897 ↗ via DAI Securities, LLC (CRD 36673 ↗) Peter Manning BrokerCheck CRD 4438032 ↗ via Commonwealth Financial Network (CRD 8032 ↗) Sam F. Berardino III BrokerCheck CRD 5341920 ↗ via Morgan Stanley (CRD 149777 ↗) Brian Keith Parker II BrokerCheck CRD 6291480 ↗ via Morgan Stanley (CRD 149777 ↗) Michael M. Welch BrokerCheck CRD 4446160 ↗ via Morgan Stanley (CRD 149777 ↗) |
| EDGAR ↗ | Nov 9, 2021 D/A File 021-371567 | $2,715,909 (est.) | $0 | $329,789 (est.) | LaSalle Investment Management Distributors, LLC BrokerCheck CRD 157625 ↗ Morgan Stanley BrokerCheck CRD 149777 ↗ Jason L. McMurtry BrokerCheck CRD 2871788 ↗ via Concorde Investment Services, LLC (CRD 151604 ↗) David P. Dahill BrokerCheck CRD 6581024 ↗ via Thornhill Securities, Inc. (CRD 22333 ↗) Thomas E. Deichert BrokerCheck CRD 1263527 ↗ via Commonwealth Financial Network (CRD 8032 ↗) Peter Alexander Finnegan BrokerCheck CRD 1336798 ↗ via Huntwicke Securities, LLC (CRD 146993 ↗) |
| EDGAR ↗ | Oct 26, 2021 D File 021-418520 | $3,061,240 (est.) | $0 | $196,794 (est.) | LaSalle Investment Management Distributors, LLC BrokerCheck CRD 157625 ↗ |
| EDGAR ↗ | Aug 19, 2021 D File 021-410591 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jan 29, 2021 D File 021-387813 | $6,250 | $0 | $0 | Charles Harrison BrokerCheck CRD 3071551 ↗ via H & L Equities, LLC (CRD 113794 ↗) Lori Mayfield BrokerCheck CRD 4899271 ↗ via H & L Equities, LLC (CRD 113794 ↗) Patrick Whelchel BrokerCheck CRD 5389090 ↗ via H & L Equities, LLC (CRD 113794 ↗) Scott Harrison BrokerCheck CRD 4981070 ↗ via H & L Equities, LLC (CRD 113794 ↗) Charles Mathes BrokerCheck CRD 5980160 ↗ via H & L Equities, LLC (CRD 113794 ↗) |
| EDGAR ↗ | Jan 15, 2020 D File 021-358156 | $6,250 | $0 | $0 | Charles Harrison BrokerCheck CRD 3071551 ↗ via H & L Equities, LLC (CRD 113794 ↗) Lori Mayfield BrokerCheck CRD 4899271 ↗ via H & L Equities, LLC (CRD 113794 ↗) Patrick Whelchel BrokerCheck CRD 5389090 ↗ via H & L Equities, LLC (CRD 113794 ↗) Scott Harrison BrokerCheck CRD 4981070 ↗ via H & L Equities, LLC (CRD 113794 ↗) Charles Mathes BrokerCheck CRD 5980160 ↗ via H & L Equities, LLC (CRD 113794 ↗) |
| EDGAR ↗ | Dec 16, 2019 D/A File 021-328342 | $0 | $0 | $0 (est.) | None listed on this filing |
| EDGAR ↗ | Nov 21, 2017 D/A File 021-251856 | $0 | $0 | $0 (est.) | None listed on this filing |
| EDGAR ↗ | Aug 7, 2017 D File 021-292225 | $6,250 | $0 | $0 | Charles Harrison BrokerCheck CRD 3071551 ↗ via H & L Equities, LLC (CRD 113794 ↗) Phyllis Johnson BrokerCheck CRD 1020488 ↗ via H & L Equities, LLC (CRD 113794 ↗) Patrick Whelchel BrokerCheck CRD 5389090 ↗ via H & L Equities, LLC (CRD 113794 ↗) Scott Harrison BrokerCheck CRD 4981070 ↗ via H & L Equities, LLC (CRD 113794 ↗) Lori Mayfield BrokerCheck CRD 4899271 ↗ via H & L Equities, LLC (CRD 113794 ↗) |
| EDGAR ↗ | Jan 26, 2017 D File 021-279337 | $6,250 | $0 | $0 | Charles Harrison BrokerCheck CRD 3071551 ↗ via H & L Equities, LLC (CRD 113794 ↗) Phyllis Johnson BrokerCheck CRD 1020488 ↗ via H & L Equities, LLC (CRD 113794 ↗) Patrick Whelchel BrokerCheck CRD 5389090 ↗ via H & L Equities, LLC (CRD 113794 ↗) Scott Harrison BrokerCheck CRD 4981070 ↗ via H & L Equities, LLC (CRD 113794 ↗) Lori Mayfield BrokerCheck CRD 4899271 ↗ via H & L Equities, LLC (CRD 113794 ↗) |
| EDGAR ↗ | Feb 2, 2015 D File 021-233262 | $6,250 | $0 | $0 | Charles B. Harrison BrokerCheck CRD 3071551 ↗ via H & L Equities, LLC (CRD 113794 ↗) Christopher Scott Harrison BrokerCheck CRD 4981070 ↗ via H & L Equities, LLC (CRD 113794 ↗) Phyllis J. Beck BrokerCheck CRD 1020488 ↗ via H & L Equities, LLC (CRD 113794 ↗) Patrick J. Welchel BrokerCheck CRD 5389090 ↗ via H & L Equities, LLC (CRD 113794 ↗) Lori Mayfield BrokerCheck CRD 4899271 ↗ via H & L Equities, LLC (CRD 113794 ↗) |
| EDGAR ↗ | Feb 2, 2015 D File 021-233263 | $6,250 | $0 | $0 | Charles B. Harrison BrokerCheck CRD 3071551 ↗ via H & L Equities, LLC (CRD 113794 ↗) Christopher Scott Harrison BrokerCheck CRD 4981070 ↗ via H & L Equities, LLC (CRD 113794 ↗) Phyllis J. Beck BrokerCheck CRD 1020488 ↗ via H & L Equities, LLC (CRD 113794 ↗) Patrick J. Welchel BrokerCheck CRD 5389090 ↗ via H & L Equities, LLC (CRD 113794 ↗) Lori Mayfield BrokerCheck CRD 4899271 ↗ via H & L Equities, LLC (CRD 113794 ↗) |
| EDGAR ↗ | Feb 2, 2015 D File 021-233264 | $6,250 | $0 | $0 | Charles B. Harrison BrokerCheck CRD 3071551 ↗ via H & L Equities, LLC (CRD 113794 ↗) Christopher Scott Harrison BrokerCheck CRD 4981070 ↗ via H & L Equities, LLC (CRD 113794 ↗) Phyllis J. Beck BrokerCheck CRD 1020488 ↗ via H & L Equities, LLC (CRD 113794 ↗) Patrick J. Welchel BrokerCheck CRD 5389090 ↗ via H & L Equities, LLC (CRD 113794 ↗) Lori Mayfield BrokerCheck CRD 4899271 ↗ via H & L Equities, LLC (CRD 113794 ↗) |
| EDGAR ↗ | Feb 2, 2015 D File 021-233265 | $6,250 | $0 | $0 | Charles B. Harrison BrokerCheck CRD 3071551 ↗ via H & L Equities, LLC (CRD 113794 ↗) Christopher Scott Harrison BrokerCheck CRD 4981070 ↗ via H & L Equities, LLC (CRD 113794 ↗) Phyllis J. Beck BrokerCheck CRD 1020488 ↗ via H & L Equities, LLC (CRD 113794 ↗) Patrick J. Welchel BrokerCheck CRD 5389090 ↗ via H & L Equities, LLC (CRD 113794 ↗) Lori Mayfield BrokerCheck CRD 4899271 ↗ via H & L Equities, LLC (CRD 113794 ↗) |
| EDGAR ↗ | Feb 2, 2015 D File 021-233260 | $6,250 | $0 | $0 | Charles B. Harrison BrokerCheck CRD 3071551 ↗ via H & L Equities, LLC (CRD 113794 ↗) Christopher Scott Harrison BrokerCheck CRD 4981070 ↗ via H & L Equities, LLC (CRD 113794 ↗) Phyllis J. Beck BrokerCheck CRD 1020488 ↗ via H & L Equities, LLC (CRD 113794 ↗) Patrick J. Welchel BrokerCheck CRD 5389090 ↗ via H & L Equities, LLC (CRD 113794 ↗) Lori Mayfield BrokerCheck CRD 4899271 ↗ via H & L Equities, LLC (CRD 113794 ↗) |
| EDGAR ↗ | Aug 4, 2014 D File 021-222250 | $0 | $0 | $0 | n/a no CRD number reported via LaSalle Investment Management Distributors, LLC (CRD 157625 ↗) n/a no CRD number reported via Merrill Lynch, Pierce, Fenner & Smith Incorporated (CRD 7691 ↗) |
| EDGAR ↗ | Jan 29, 2013 D File 021-190979 | $0 | $0 | $0 (est.) | None listed on this filing |
| EDGAR ↗ | Jan 31, 2012 D File 021-172657 | $0 | $0 | $0 (est.) | None listed on this filing |
| EDGAR ↗ | Mar 10, 2011 D/A File 021-134880 | $0 (est.) | $0 (est.) | $9,700,200 (est.) Exchange rate of 1 British pound = $1.6167. This estimate is based on assumptions regarding the timing of investments and issuer's ability to meet target Fund raise. Actual amounts will likely vary. | None listed on this filing |
As reported by the issuer on Form D (Items 12–15), 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 67 issuers in this group — every filing in our index, latest filing per offering (SEC file number).
0 recorded documents and 0 ownership records matched to Lasalle in the sources searched.
Not found in sources searched as of Oct 24, 2026, 12:01 AM ET: NYC ACRIS via NYC Open Data (Real Property Parties 636b-3b5g, Master bnx9-e6tj, Legals 8h5j-fqxa, Document Control Codes 7isb-wh4c) — last checked Oct 24, 2026, 12:01 AM ET; Cook County IL Assessor via Cook County Open Data (Parcel Sales wvhk-k5uv; Parcel Addresses 3723-97qp) — last checked Oct 24, 2026, 12:01 AM ET; NYC PLUTO ownership via NYC Open Data (64uk-42ks) — last checked Oct 24, 2026, 12:01 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; Florida DOR NAL roll (Hillsborough 39) roll year 2026 — loaded Oct 23, 2026, 8:54 PM ET; Florida DOR NAL roll (Dade 23) roll year 2026 — loaded Oct 23, 2026, 8:58 PM ET; Harris County Appraisal District real_acct.txt roll year 2026 — loaded Oct 23, 2026, 8:58 PM ET; Dallas Central Appraisal District ACCOUNT_INFO.CSV roll year 2026 — loaded Oct 23, 2026, 8:58 PM ET. 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); Hillsborough County FL (recorded documents from Oct 14, 2026 forward; ownership from FL DOR roll 2026); Cook County IL (assessor ownership and deed/sale records, looked up per issuer when its page is viewed); Harris County TX and Dallas County TX (assessor ownership rolls only, 2026 roll; no deed, mortgage or sale records); Miami-Dade County FL (ownership from FL DOR roll only; Clerk recorded documents not yet searched). Recorder indexes for TX, AZ, IL and WA counties, mortgages and liens outside NYC and FL, lis pendens and foreclosure notices everywhere, Miami-Dade County FL recorded documents, Maricopa County AZ, King County WA, Salt Lake County UT, and all other counties are not yet searched. Last refresh: Oct 23, 2026, 11:30 PM ET; last subject check: Oct 24, 2026, 12:04 AM ET. Parties are named as the recorder's index names them (role suffixes as recorded); no address 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.
Why each issuer is here is stated in the "Linked by" column. Low-confidence links are never shown — they wait for human review.
| Source | Issuer | Linked by | Location | Industry | Filings | Sold (max) | Investors | Min. investment (latest filing) | Active |
|---|---|---|---|---|---|---|---|---|---|
| EDGAR ↗ | LaSalle UK Special Situations Real Estate Fund I L.P. | shared people | CHICAGO, IL | Pooled Investment Fund | 3 | $87,626,940 | 4 | $8,083,500 | 2009–2011 |
| EDGAR ↗ | LASALLE INCOME & GROWTH FUND VI, L.P. | shared people, similar issuer names | CHICAGO, IL | Pooled Investment Fund | 2 | $283,333,333 | 7 | $10,000,000 | 2012–2013 |
| EDGAR ↗ | JLL Income Property Trust, Inc. | shared people, same business address | CHICAGO, IL | REITS and Finance | 14 | $98,188,146 offering Indefinite · similar: $125,000–$125,000 | 281 similar: 124–125 | $10,000 similar: $1,000–$1,000 | 2014–2026 |
| EDGAR ↗ | Onterie REIT LLC | shared people | CHICAGO, IL | REITS and Finance | 1 | $125,000 offering $125,000 · similar: $125,000–$125,000 | 125 similar: 124–125 | $1,000 similar: $1,000–$1,000 | 2015–2015 |
| EDGAR ↗ | Precedent REIT, LLC | shared people | CHICAGO, IL | REITS and Finance | 1 | $125,000 offering $125,000 · similar: $125,000–$125,000 | 125 similar: 124–125 | $1,000 similar: $1,000–$1,000 | 2015–2015 |
| EDGAR ↗ | Olive/Hill Street Co-Investor, Inc. | shared people | CHICAGO, IL | REITS and Finance | 1 | $125,000 offering $125,000 · similar: $125,000–$125,000 | 125 similar: 124–125 | $1,000 similar: $1,000–$1,000 | 2015–2015 |
| EDGAR ↗ | Lake Carolyn REIT, LLC | shared people | CHICAGO, IL | REITS and Finance | 1 | $125,000 offering $125,000 · similar: $125,000–$125,000 | 125 similar: 124–125 | $1,000 similar: $1,000–$1,000 | 2015–2015 |
| EDGAR ↗ | Lantana Co-Investor REIT, LLC | shared people | CHICAGO, IL | REITS and Finance | 1 | $125,000 offering $125,000 · similar: $125,000–$125,000 | 125 similar: 124–125 | $1,000 similar: $1,000–$1,000 | 2015–2015 |
| EDGAR ↗ | LaSalle Income & Growth Fund VII, L.P. | shared people, same business address, similar issuer names | CHICAGO, IL | Pooled Investment Fund | 3 | $456,950,000 offering Indefinite · similar: $500,000–$16,420,250 | 20 similar: 2–28 | $5,000,000 similar: $5,000–$100,000 | 2015–2017 |
| EDGAR ↗ | LaSalle Income & Growth Fund VII REIT, L.L.C. | shared people, same business address, similar issuer names | CHICAGO, IL | REITS and Finance | 1 | $125,000 offering $125,000 · similar: $125,000–$125,000 | 125 similar: 124–125 | $1,000 similar: $1,000–$1,000 | 2017–2017 |
| EDGAR ↗ | Mariner Co-Investment Fund REIT, L.L.C. | shared people, same business address | CHICAGO, IL | REITS and Finance | 1 | $125,000 offering $125,000 · similar: $125,000–$125,000 | 125 similar: 124–125 | $1,000 similar: $1,000–$1,000 | 2017–2017 |
| EDGAR ↗ | LaSalle Income & Growth Fund VIII, L.P. | shared people, same business address, similar issuer names | CHICAGO, IL | Pooled Investment Fund | 2 | $798,350,000 offering Indefinite · similar: $500,000–$16,420,250 | 39 similar: 2–28 | No minimum reported similar: $5,000–$100,000 | 2018–2019 |
| EDGAR ↗ | LaSalle Income & Growth Fund VIII REIT, LLC | shared people, same business address, similar issuer names | CHICAGO, IL | REITS and Finance | 1 | $125,000 offering $125,000 · similar: $125,000–$125,000 | 125 similar: 124–125 | $1,000 similar: $1,000–$1,000 | 2020–2020 |
| EDGAR ↗ | JLLX Johns Creek, DST | shared people, shared management entity, same business address, similar issuer names | CHICAGO, IL | Other Real Estate | 2 | $24,677,726 offering $25,554,348 · similar: $2,250,000–$16,950,000 | 17 similar: 5–32 | $75,000 similar: $15,000–$100,000 | 2020–2021 |
| EDGAR ↗ | JLLX San Marcos, DST | shared people, shared management entity, same business address, similar issuer names | CHICAGO, IL | Other Real Estate | 2 | $36,781,060 offering $38,798,691 · similar: $2,250,000–$16,950,000 | 31 similar: 5–32 | $75,000 similar: $15,000–$100,000 | 2020–2021 |
| EDGAR ↗ | JLLX Mason Mill, DST | shared people, shared management entity, same business address, similar issuer names | CHICAGO, IL | Other Real Estate | 2 | $17,668,939 offering $18,534,268 · similar: $2,250,000–$16,950,000 | 31 similar: 5–32 | $75,000 similar: $15,000–$100,000 | 2020–2021 |
| EDGAR ↗ | JLLX SJC Medical Office, DST | shared people, shared management entity, same business address, similar issuer names | CHICAGO, IL | Other Real Estate | 2 | $13,812,279 offering $14,488,691 · similar: $2,250,000–$16,950,000 | 31 similar: 5–32 | $75,000 similar: $15,000–$100,000 | 2020–2021 |
| EDGAR ↗ | JLLX Penfield, DST | shared people, shared management entity, same business address, similar issuer names | CHICAGO, IL | Other Real Estate | 2 | $38,385,744 offering $40,335,758 · similar: $2,250,000–$16,950,000 | 22 similar: 5–32 | $75,000 similar: $15,000–$100,000 | 2020–2021 |
| EDGAR ↗ | JLLX Milford Crossing, DST | shared people, shared management entity, same business address, similar issuer names | CHICAGO, IL | Other Real Estate | 2 | $43,904,176 offering $46,575,342 · similar: $2,250,000–$16,950,000 | 7 similar: 5–32 | $75,000 similar: $15,000–$100,000 | 2020–2021 |
| EDGAR ↗ | LaSalle Navigator US REIT LLC | shared people, same person name on both filings, same business address | CHICAGO, IL | REITS and Finance | 1 | $125,000 offering $125,000 · similar: $125,000–$125,000 | 125 similar: 124–125 | $1,000 similar: $1,000–$1,000 | 2021–2021 |
| EDGAR ↗ | JLLX Villas at Legacy, DST | shared people, shared management entity, same business address, similar issuer names | CHICAGO, IL | Other Real Estate | 2 | $35,282,371 offering $37,513,115 · similar: $2,250,000–$16,950,000 | 3 similar: 5–32 | $75,000 similar: $15,000–$100,000 | 2021–2021 |
| EDGAR ↗ | JLLX Montecito Marketplace, DST | shared people, shared management entity, same business address, similar issuer names | CHICAGO, IL | Other Real Estate | 3 | $66,775,914 offering $70,233,569 · similar: $2,250,000–$16,950,000 | 46 similar: 5–32 | $75,000 similar: $15,000–$100,000 | 2021–2021 |
| EDGAR ↗ | JLLX Whitestown, DST | shared people, shared management entity, same business address, similar issuer names | CHICAGO, IL | Other Real Estate | 2 | $31,093,942 offering $32,404,372 · similar: $2,250,000–$16,950,000 | 35 similar: 5–32 | $75,000 similar: $15,000–$100,000 | 2021–2021 |
| EDGAR ↗ | JLLX LOUISVILLE AIRPORT DISTRIBUTION CENTER DST | shared people, same business address, similar issuer names | CHICAGO, IL | Commercial | 3 | $33,554,987 offering $33,554,987 · similar: $1,815,000–$10,000,000 | 20 similar: 7–33 | $500,000 similar: $20,000–$50,000 | 2021–2022 |
| EDGAR ↗ | Centre Street Real Estate Co-Investment Fund L.P. | same person name on both filings, same business address | CHICAGO, IL | Pooled Investment Fund | 1 | $500,000,000 | 4 | No minimum reported | 2021–2021 |
| EDGAR ↗ | JLLX Rockwell Apartments, DST | shared people, shared management entity, same business address, similar issuer names | CHICAGO, IL | Other Real Estate | 6 | $41,444,575 offering $43,732,004 · similar: $2,250,000–$16,950,000 | 14 similar: 5–32 | $75,000 similar: $15,000–$100,000 | 2021–2022 |
| EDGAR ↗ | JLLX The Preserve at the Meadows, DST | shared people, shared management entity, same business address, similar issuer names | CHICAGO, IL | Other Real Estate | 6 | $36,769,171 offering $38,305,968 · similar: $2,250,000–$16,950,000 | 31 similar: 5–32 | $75,000 similar: $15,000–$100,000 | 2021–2022 |
| EDGAR ↗ | JLLX Stony Point, DST | shared people, shared management entity, same business address, similar issuer names | CHICAGO, IL | Other Real Estate | 4 | $55,890,178 offering $56,786,102 · similar: $2,250,000–$16,950,000 | 39 similar: 5–32 | $75,000 similar: $15,000–$100,000 | 2021–2022 |
| EDGAR ↗ | JLLIPT Holdings LP | shared people, same business address | CHICAGO, IL | REITS and Finance | 5 | $1,303,872,204 offering Indefinite · similar: $125,000–$125,000 | 1020 similar: 124–125 | No minimum reported similar: $1,000–$1,000 | 2021–2026 |
| EDGAR ↗ | I&G SFR II REIT, LLC | shared people, same business address, similar issuer names | Chicago, IL | REITS and Finance | 1 | $125,000 offering $125,000 · similar: $125,000–$125,000 | 125 similar: 124–125 | $1,000 similar: $1,000–$1,000 | 2022–2022 |
| EDGAR ↗ | I&G SFR III REIT, LLC | shared people, same business address, similar issuer names | Chicago, IL | REITS and Finance | 1 | $125,000 offering $125,000 · similar: $125,000–$125,000 | 125 similar: 124–125 | $1,000 similar: $1,000–$1,000 | 2022–2022 |
| EDGAR ↗ | I&G SFR I REIT, LLC | shared people, same business address, similar issuer names | Chicago, IL | REITS and Finance | 1 | $125,000 offering $125,000 · similar: $125,000–$125,000 | 125 similar: 124–125 | $1,000 similar: $1,000–$1,000 | 2022–2022 |
| EDGAR ↗ | JLLX Reserve at Venice, DST | shared people, shared management entity, same business address, similar issuer names | CHICAGO, IL | Other Real Estate | 3 | $48,675,838 offering $51,606,848 · similar: $2,250,000–$16,950,000 | 8 similar: 5–32 | $75,000 similar: $15,000–$100,000 | 2022–2022 |
| EDGAR ↗ | JLLX Friendship Distribution, DST | shared people, same business address, similar issuer names | CHICAGO, IL | Other Real Estate | 8 | $56,624,438 offering $62,978,850 · similar: $2,250,000–$16,950,000 | 42 similar: 5–32 | $75,000 similar: $15,000–$100,000 | 2022–2023 |
| EDGAR ↗ | JLLX Diversified II, DST | shared people, shared management entity, same business address, similar issuer names | CHICAGO, IL | Other Real Estate | 19 | $198,431,353 offering $219,810,811 · similar: $2,250,000–$16,950,000 | 150 similar: 5–32 | $75,000 similar: $15,000–$100,000 | 2022–2023 |
| EDGAR ↗ | LASALLE VALUE PARTNERS U.S. IX-B, L.P. | shared people, same business address, similar issuer names, director listed on many unrelated issuers (not used to group) | CHICAGO, IL | Pooled Investment Fund | 3 | $406,218,750 offering Indefinite · similar: $500,000–$16,420,250 | 9 similar: 2–28 | No minimum reported similar: $5,000–$100,000 | 2022–2024 |
| EDGAR ↗ | LASALLE VALUE PARTNERS U.S. IX-C, L.P. | shared people, same business address, similar issuer names, director listed on many unrelated issuers (not used to group) | CHICAGO, IL | Pooled Investment Fund | 3 | $406,218,750 offering Indefinite · similar: $500,000–$16,420,250 | 6 similar: 2–28 | No minimum reported similar: $5,000–$100,000 | 2022–2024 |
| EDGAR ↗ | LASALLE VALUE PARTNERS U.S. IX-D, L.P. | shared people, same business address, similar issuer names, director listed on many unrelated issuers (not used to group) | CHICAGO, IL | Pooled Investment Fund | 3 | $406,218,750 offering Indefinite · similar: $500,000–$16,420,250 | 0 similar: 2–28 | No minimum reported similar: $5,000–$100,000 | 2022–2024 |
| EDGAR ↗ | JLLX West Phoenix Distribution Center DST | shared people, shared management entity, same business address, similar issuer names | CHICAGO, IL | Other Real Estate | 9 | $133,557,987 offering $146,515,397 · similar: $2,250,000–$16,950,000 | 87 similar: 5–32 | $75,000 similar: $15,000–$100,000 | 2022–2023 |
| EDGAR ↗ | IG MHC I REIT LLC | shared people, same business address, director listed on many unrelated issuers (not used to group) | Chicago, IL | REITS and Finance | 1 | $125,000 offering $125,000 · similar: $125,000–$125,000 | 125 similar: 124–125 | $1,000 similar: $1,000–$1,000 | 2023–2023 |
| EDGAR ↗ | JLLX Ardenwood II, DST | shared people, shared management entity, same business address, similar issuer names | CHICAGO, IL | Other Real Estate | 8 | $56,724,512 offering $56,724,512 · similar: $2,250,000–$16,950,000 | 93 similar: 5–32 | $75,000 similar: $15,000–$100,000 | 2023–2025 |
| EDGAR ↗ | JLLX Ardenwood I, DST | shared people, shared management entity, same business address, similar issuer names | CHICAGO, IL | Other Real Estate | 8 | $32,754,881 offering $32,754,881 · similar: $2,250,000–$16,950,000 | 93 similar: 5–32 | $75,000 similar: $15,000–$100,000 | 2023–2025 |
| EDGAR ↗ | JLLX Louisville Logistics Center, DST | shared people, shared management entity, same business address, similar issuer names | CHICAGO, IL | Other Real Estate | 6 | $88,165,296 offering $88,172,058 · similar: $2,250,000–$16,950,000 | 84 similar: 5–32 | $75,000 similar: $15,000–$100,000 | 2023–2025 |
| EDGAR ↗ | JLLX Diversified III, DST | shared people, shared management entity, same business address, similar issuer names | CHICAGO, IL | Other Real Estate | 12 | $88,675,000 offering $95,916,712 · similar: $2,250,000–$16,950,000 | 81 similar: 5–32 | $75,000 similar: $15,000–$100,000 | 2023–2024 |
| EDGAR ↗ | JLLX Townlake of Coppell, DST | shared people, shared management entity, same business address, similar issuer names | CHICAGO, IL | Other Real Estate | 14 | $57,720,000 offering $59,931,534 · similar: $2,250,000–$16,950,000 | 118 similar: 5–32 | $75,000 similar: $15,000–$100,000 | 2023–2024 |
| EDGAR ↗ | JLLX Taunton Distribution Center, DST | shared people, shared management entity, same business address, similar issuer names | CHICAGO, IL | Other Real Estate | 14 | $52,117,472 offering $59,931,534 · similar: $2,250,000–$16,950,000 | 116 similar: 5–32 | $75,000 similar: $15,000–$100,000 | 2023–2024 |
| EDGAR ↗ | LPF 1 Technology Drive REIT, LLC | shared people, same business address | Chicago, IL | REITS and Finance | 1 | $125,000 offering $125,000 · similar: $125,000–$125,000 | 125 similar: 124–125 | $1,000 similar: $1,000–$1,000 | 2024–2024 |
| EDGAR ↗ | LVP U.S. IX REIT I, L.L.C. | shared people, same business address, director listed on many unrelated issuers (not used to group) | Chicago, IL | REITS and Finance | 1 | $125,000 offering $125,000 · similar: $125,000–$125,000 | 125 similar: 124–125 | $1,000 similar: $1,000–$1,000 | 2024–2024 |
| EDGAR ↗ | I&G Reems Ranch, L.L.C. | shared people, same business address, director listed on many unrelated issuers (not used to group) | Chicago, IL | REITS and Finance | 1 | $125,000 offering $125,000 · similar: $125,000–$125,000 | 125 similar: 124–125 | $1,000 similar: $1,000–$1,000 | 2024–2024 |
| EDGAR ↗ | JLLX Elgin Distribution Center, DST | shared people, shared management entity, same business address, similar issuer names | CHICAGO, IL | Other Real Estate | 11 | $46,770,685 offering $50,706,705 · similar: $2,250,000–$16,950,000 | 76 similar: 5–32 | $75,000 similar: $15,000–$100,000 | 2024–2024 |
| EDGAR ↗ | JLLX North Andover Apartments, DST | shared people, shared management entity, same business address, similar issuer names | CHICAGO, IL | Other Real Estate | 11 | $46,367,866 offering $50,706,704 · similar: $2,250,000–$16,950,000 | 76 similar: 5–32 | $75,000 similar: $15,000–$100,000 | 2024–2024 |
| EDGAR ↗ | JLLX Grand Prairie Distribution Center, DST | shared people, shared management entity, same business address, similar issuer names | CHICAGO, IL | Other Real Estate | 14 | $62,018,284 offering $62,018,284 · similar: $2,250,000–$16,950,000 | 39 similar: 5–32 | $75,000 similar: $15,000–$100,000 | 2024–2025 |
| EDGAR ↗ | JLLX Diversified VI, DST | shared people, shared management entity, same business address, similar issuer names | CHICAGO, IL | Other Real Estate | 20 | $100,453,204 offering $100,453,204 · similar: $2,250,000–$16,950,000 | 74 similar: 5–32 | $75,000 similar: $15,000–$100,000 | 2024–2025 |
| EDGAR ↗ | JLLX Chandler Distribution Center, DST | shared people, shared management entity, same business address, similar issuer names | CHICAGO, IL | Other Real Estate | 12 | $52,472,981 offering $55,922,120 · similar: $2,250,000–$16,950,000 | 72 similar: 5–32 | $75,000 similar: $15,000–$100,000 | 2024–2025 |
| EDGAR ↗ | JLLX Woodside Trumbull Apartments, DST | shared people, shared management entity, same business address, similar issuer names | CHICAGO, IL | Other Real Estate | 12 | $45,689,749 offering $48,693,015 · similar: $2,250,000–$16,950,000 | 72 similar: 5–32 | $75,000 similar: $15,000–$100,000 | 2024–2025 |
| EDGAR ↗ | JLLX Diversified VIII, DST | shared people, shared management entity, same business address, similar issuer names | CHICAGO, IL | Other Real Estate | 7 | $137,642,077 offering $157,815,035 · similar: $2,250,000–$16,950,000 | 121 similar: 5–32 | $75,000 similar: $15,000–$100,000 | 2024–2025 |
| EDGAR ↗ | ESS-LPF STORAGE REIT LLC | shared people, same business address | Chicago, IL | REITS and Finance | 1 | $125,000 offering $125,000 · similar: $125,000–$125,000 | 125 similar: 124–125 | $1,000 similar: $1,000–$1,000 | 2025–2025 |
| EDGAR ↗ | LIPT SFR REIT, LLC | shared people, same business address, similar issuer names | Chicago, IL | REITS and Finance | 1 | $125,000 offering $125,000 · similar: $125,000–$125,000 | 125 similar: 124–125 | $1,000 similar: $1,000–$1,000 | 2025–2025 |
| EDGAR ↗ | LASALLE REAL ESTATE CREDIT STRATEGIES, L.P. | shared people, same business address, similar issuer names | CHICAGO, IL | Pooled Investment Fund | 2 | $690,350,000 offering Indefinite · similar: $500,000–$16,420,250 | 18 similar: 2–28 | No minimum reported similar: $5,000–$100,000 | 2025–2026 |
| EDGAR ↗ | JLLX Diversified 9, DST | shared people, shared management entity, same business address, similar issuer names | CHICAGO, IL | Other Real Estate | 9 | $156,563,376 offering $168,451,336 · similar: $2,250,000–$16,950,000 | 150 similar: 5–32 | $75,000 similar: $15,000–$100,000 | 2025–2025 |
| EDGAR ↗ | JLLX Diversified 10, DST | shared people, shared management entity, same business address, similar issuer names | CHICAGO, IL | Other Real Estate | 2 | $255,437,566 offering $268,270,270 · similar: $2,250,000–$16,950,000 | 229 similar: 5–32 | $75,000 similar: $15,000–$100,000 | 2025–2026 |
| EDGAR ↗ | JLLX Glendale Distribution Center, DST | shared people, shared management entity, same business address, similar issuer names | CHICAGO, IL | Other Real Estate | 2 | $94,711,418 offering $99,835,796 · similar: $2,250,000–$16,950,000 | 57 similar: 5–32 | $75,000 similar: $15,000–$100,000 | 2025–2026 |
| EDGAR ↗ | LaSalle Real Estate Credit Strategies REIT IA, L.L.C. | shared people, shared management entity, same business address, similar issuer names | Chicago, IL | Pooled Investment Fund | 1 | $125,000 offering $125,000 · similar: $155,000–$5,250,000 | 125 similar: 4–27 | $1,000 similar: $1,000–$100,000 | 2026–2026 |
| EDGAR ↗ | LaSalle Real Estate Credit Strategies REIT I, L.L.C. | shared people, same business address, similar issuer names | CHICAGO, IL | REITS and Finance | 1 | $125,000 offering $125,000 · similar: $125,000–$125,000 | 125 similar: 124–125 | $1,000 similar: $1,000–$1,000 | 2026–2026 |
| EDGAR ↗ | LVPA OS II Holdings III REIT, LLC | shared people, same business address, director listed on many unrelated issuers (not used to group) | Chicago, IL | REITS and Finance | 1 | $125,000 offering $125,000 · similar: $125,000–$125,000 | 125 similar: 124–125 | $1,000 similar: $1,000–$1,000 | 2026–2026 |
| EDGAR ↗ | JLLX Diversified 11, DST | shared people, shared management entity, same business address, similar issuer names | CHICAGO, IL | Other Real Estate | 2 | $186,874,588 offering $197,043,478 · similar: $2,250,000–$16,950,000 | 168 similar: 5–32 | $500,000 similar: $15,000–$100,000 | 2026–2026 |
| EDGAR ↗ | JLLX Industrial Portfolio, DST | shared people, shared management entity, same business address, similar issuer names | CHICAGO, IL | Other Real Estate | 1 | $0 offering $253,383,866 · similar: $2,250,000–$16,950,000 | 0 similar: 5–32 | $500,000 similar: $15,000–$100,000 | 2026–2026 |
"Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years (5 industry/exemption sets on this page); 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.
| Source | Filed | Issuer | Form | Industry | Offered | Sold |
|---|---|---|---|---|---|---|
| EDGAR ↗ | Oct 13, 2026 | JLLIPT Holdings LP | D/A | REITS and Finance | Indefinite | $1,303,872,204 |
| EDGAR ↗ | Oct 6, 2026 | JLL Income Property Trust, Inc. | D/A | REITS and Finance | Indefinite | $37,069,618 |
| EDGAR ↗ | Oct 6, 2026 | JLL Income Property Trust, Inc. | D/A | REITS and Finance | $350,000,000 | $98,188,146 |
| EDGAR ↗ | Oct 2, 2026 | JLLX Diversified 11, DST | D/A | Other Real Estate | $197,043,478 | $186,874,588 |
| EDGAR ↗ | May 20, 2026 | JLLX Industrial Portfolio, DST | D | Other Real Estate | $253,383,866 | $0 |
| EDGAR ↗ | Apr 14, 2026 | JLLX Diversified 10, DST | D/A | Other Real Estate | $268,270,270 | $255,437,566 |
| EDGAR ↗ | Apr 14, 2026 | JLLX Glendale Distribution Center, DST | D/A | Other Real Estate | $99,835,796 | $94,711,418 |
| EDGAR ↗ | Mar 5, 2026 | JLLX Diversified 11, DST | D | Other Real Estate | $197,043,478 | $10,203,170 |
| EDGAR ↗ | Feb 13, 2026 | LASALLE REAL ESTATE CREDIT STRATEGIES, L.P. | D/A | Pooled Investment Fund | Indefinite | $690,350,000 |
| EDGAR ↗ | Jan 30, 2026 | LVPA OS II Holdings III REIT, LLC | D | REITS and Finance | $125,000 | $125,000 |
| EDGAR ↗ | Jan 30, 2026 | LaSalle Real Estate Credit Strategies REIT I, L.L.C. | D | REITS and Finance | $125,000 | $125,000 |
| EDGAR ↗ | Jan 26, 2026 | LaSalle Real Estate Credit Strategies REIT IA, L.L.C. | D | Pooled Investment Fund | $125,000 | $125,000 |
| EDGAR ↗ | Oct 15, 2025 | JLLIPT Holdings LP | D/A | REITS and Finance | Indefinite | $1,033,123,745 |
| EDGAR ↗ | Oct 7, 2025 | JLL Income Property Trust, Inc. | D/A | REITS and Finance | $350,000,000 | $98,188,146 |
| EDGAR ↗ | Oct 7, 2025 | JLL Income Property Trust, Inc. | D | REITS and Finance | Indefinite | $0 |
| EDGAR ↗ | Sep 18, 2025 | JLLX Diversified 10, DST | D | Other Real Estate | $268,270,270 | $1,519,414 |
| EDGAR ↗ | Sep 18, 2025 | JLLX Glendale Distribution Center, DST | D | Other Real Estate | $99,835,796 | $5,544,745 |
| EDGAR ↗ | Sep 12, 2025 | JLLX Ardenwood II, DST | D/A | Other Real Estate | $56,724,512 | $56,724,512 |
| EDGAR ↗ | Sep 12, 2025 | JLLX Ardenwood I, DST | D/A | Other Real Estate | $32,754,881 | $32,754,881 |
| EDGAR ↗ | Sep 12, 2025 | JLLX Louisville Logistics Center, DST | D/A | Other Real Estate | $88,172,058 | $88,165,296 |
| EDGAR ↗ | Jul 28, 2025 | JLLX Diversified 9, DST | D/A | Other Real Estate | $168,451,336 | $156,563,376 |
| EDGAR ↗ | Jun 10, 2025 | JLLX Diversified 9, DST | D/A | Other Real Estate | $168,451,336 | $148,534,801 |
| EDGAR ↗ | May 27, 2025 | JLLX Diversified 9, DST | D/A | Other Real Estate | $168,451,336 | $120,514,284 |
| EDGAR ↗ | May 12, 2025 | JLLX Diversified 9, DST | D/A | Other Real Estate | $168,451,336 | $95,077,810 |
| EDGAR ↗ | Apr 29, 2025 | JLLX Diversified 9, DST | D/A | Other Real Estate | $168,451,336 | $60,304,708 |
| EDGAR ↗ | Apr 17, 2025 | JLLX Diversified VI, DST | D/A | Other Real Estate | $100,453,204 | $100,453,204 |
| EDGAR ↗ | Apr 17, 2025 | JLLX Grand Prairie Distribution Center, DST | D/A | Other Real Estate | $62,018,284 | $62,018,284 |
| EDGAR ↗ | Apr 15, 2025 | JLLX Diversified 9, DST | D/A | Other Real Estate | $168,451,336 | $27,441,644 |
| EDGAR ↗ | Apr 1, 2025 | JLLX Diversified 9, DST | D/A | Other Real Estate | $168,451,336 | $17,019,631 |
| EDGAR ↗ | Mar 25, 2025 | JLLX Diversified VIII, DST | D/A | Other Real Estate | $157,815,035 | $137,642,077 |
| EDGAR ↗ | Mar 17, 2025 | JLLX Diversified 9, DST | D | Other Real Estate | $168,451,336 | $6,023,568 |
| EDGAR ↗ | Feb 25, 2025 | JLLX Diversified 9, DST | D | Other Real Estate | $168,451,336 | $0 |
| EDGAR ↗ | Feb 11, 2025 | JLLX Diversified VIII, DST | D/A | Other Real Estate | $157,815,035 | $103,344,978 |
| EDGAR ↗ | Feb 11, 2025 | JLLX Woodside Trumbull Apartments, DST | D/A | Other Real Estate | $48,693,015 | $45,689,749 |
| EDGAR ↗ | Feb 11, 2025 | JLLX Chandler Distribution Center, DST | D/A | Other Real Estate | $55,922,120 | $52,472,981 |
| EDGAR ↗ | Feb 11, 2025 | JLLX Diversified VI, DST | D/A | Other Real Estate | $104,867,496 | $100,453,204 |
| EDGAR ↗ | Feb 6, 2025 | LASALLE REAL ESTATE CREDIT STRATEGIES, L.P. | D | Pooled Investment Fund | Indefinite | $0 |
| EDGAR ↗ | Jan 27, 2025 | JLLX Diversified VIII, DST | D/A | Other Real Estate | $157,815,035 | $64,281,125 |
| EDGAR ↗ | Jan 27, 2025 | JLLX Woodside Trumbull Apartments, DST | D/A | Other Real Estate | $48,693,015 | $44,869,320 |
| EDGAR ↗ | Jan 27, 2025 | JLLX Chandler Distribution Center, DST | D/A | Other Real Estate | $55,922,120 | $51,530,748 |
| EDGAR ↗ | Jan 22, 2025 | LIPT SFR REIT, LLC | D | REITS and Finance | $125,000 | $125,000 |
| EDGAR ↗ | Jan 22, 2025 | ESS-LPF STORAGE REIT LLC | D | REITS and Finance | $125,000 | $125,000 |
| EDGAR ↗ | Jan 15, 2025 | JLL Income Property Trust, Inc. | D/A | REITS and Finance | $350,000,000 | $98,188,146 |
| EDGAR ↗ | Jan 7, 2025 | JLLX Diversified VIII, DST | D/A | Other Real Estate | $157,815,035 | $36,190,103 |
| EDGAR ↗ | Jan 7, 2025 | JLLX Woodside Trumbull Apartments, DST | D/A | Other Real Estate | $48,693,015 | $43,504,963 |
| EDGAR ↗ | Jan 7, 2025 | JLLX Chandler Distribution Center, DST | D/A | Other Real Estate | $55,922,120 | $49,963,835 |
| EDGAR ↗ | Jan 2, 2025 | JLLX Diversified VI, DST | D/A | Other Real Estate | $104,867,496 | $99,943,571 |
| EDGAR ↗ | Dec 23, 2024 | JLLX Diversified VIII, DST | D/A | Other Real Estate | $157,815,035 | $21,976,816 |
| EDGAR ↗ | Dec 23, 2024 | JLLX Woodside Trumbull Apartments, DST | D/A | Other Real Estate | $48,693,015 | $41,843,511 |
| EDGAR ↗ | Dec 23, 2024 | JLLX Chandler Distribution Center, DST | D/A | Other Real Estate | $55,922,120 | $48,055,719 |
| EDGAR ↗ | Dec 20, 2024 | JLLX Diversified VI, DST | D/A | Other Real Estate | $104,867,496 | $96,833,505 |
| EDGAR ↗ | Dec 17, 2024 | JLLX Diversified VIII, DST | D | Other Real Estate | $157,815,035 | $14,367,680 |
| EDGAR ↗ | Dec 16, 2024 | JLLX Diversified VI, DST | D/A | Other Real Estate | $104,867,496 | $96,194,219 |
| EDGAR ↗ | Dec 9, 2024 | JLLX Woodside Trumbull Apartments, DST | D/A | Other Real Estate | $48,693,015 | $35,442,400 |
| EDGAR ↗ | Dec 9, 2024 | JLLX Chandler Distribution Center, DST | D/A | Other Real Estate | $55,922,120 | $40,704,280 |
| EDGAR ↗ | Dec 4, 2024 | JLLX Diversified VI, DST | D/A | Other Real Estate | $104,867,496 | $88,114,862 |
| EDGAR ↗ | Nov 26, 2024 | JLLX Woodside Trumbull Apartments, DST | D/A | Other Real Estate | $48,693,015 | $27,715,892 |
| EDGAR ↗ | Nov 26, 2024 | JLLX Chandler Distribution Center, DST | D/A | Other Real Estate | $55,922,120 | $31,830,673 |
| EDGAR ↗ | Nov 26, 2024 | JLLX North Andover Apartments, DST | D/A | Other Real Estate | $50,706,704 | $46,367,866 |
| EDGAR ↗ | Nov 26, 2024 | JLLX Elgin Distribution Center, DST | D/A | Other Real Estate | $50,706,705 | $46,770,685 |
| EDGAR ↗ | Nov 20, 2024 | JLLX Diversified VI, DST | D/A | Other Real Estate | $104,867,496 | $85,726,696 |
| EDGAR ↗ | Nov 19, 2024 | JLLX Diversified VIII, DST | D | Other Real Estate | $157,815,035 | $0 |
| EDGAR ↗ | Nov 15, 2024 | JLLX Diversified VI, DST | D/A | Other Real Estate | $104,867,496 | $81,509,831 |
| EDGAR ↗ | Nov 12, 2024 | JLLX Woodside Trumbull Apartments, DST | D/A | Other Real Estate | $48,693,015 | $25,962,300 |
| EDGAR ↗ | Nov 12, 2024 | JLLX Chandler Distribution Center, DST | D/A | Other Real Estate | $55,922,120 | $29,816,738 |
| EDGAR ↗ | Nov 8, 2024 | JLLX Diversified VI, DST | D/A | Other Real Estate | $104,867,496 | $76,749,781 |
| EDGAR ↗ | Nov 5, 2024 | JLLX North Andover Apartments, DST | D/A | Other Real Estate | $50,706,704 | $46,156,402 |
| EDGAR ↗ | Nov 5, 2024 | JLLX Elgin Distribution Center, DST | D/A | Other Real Estate | $50,706,705 | $46,559,027 |
| EDGAR ↗ | Oct 29, 2024 | JLLX Diversified VI, DST | D/A | Other Real Estate | $104,867,496 | $63,352,046 |
| EDGAR ↗ | Oct 28, 2024 | JLLX Woodside Trumbull Apartments, DST | D/A | Other Real Estate | $48,693,015 | $23,391,499 |
| EDGAR ↗ | Oct 28, 2024 | JLLX Chandler Distribution Center, DST | D/A | Other Real Estate | $55,922,120 | $26,864,268 |
| EDGAR ↗ | Oct 28, 2024 | JLLX Diversified VI, DST | D/A | Other Real Estate | $104,867,496 | $54,496,973 |
| EDGAR ↗ | Oct 21, 2024 | JLLX Woodside Trumbull Apartments, DST | D/A | Other Real Estate | $48,693,015 | $20,555,860 |
| EDGAR ↗ | Oct 21, 2024 | JLLX Chandler Distribution Center, DST | D/A | Other Real Estate | $55,922,120 | $23,607,642 |
| EDGAR ↗ | Oct 21, 2024 | JLLX Diversified VI, DST | D/A | Other Real Estate | $104,867,496 | $49,169,014 |
| EDGAR ↗ | Oct 21, 2024 | JLLX Grand Prairie Distribution Center, DST | D/A | Other Real Estate | $64,629,529 | $62,018,284 |
| EDGAR ↗ | Oct 21, 2024 | JLLX North Andover Apartments, DST | D/A | Other Real Estate | $50,706,704 | $45,220,820 |
| EDGAR ↗ | Oct 21, 2024 | JLLX Elgin Distribution Center, DST | D/A | Other Real Estate | $50,706,705 | $45,622,580 |
| EDGAR ↗ | Oct 16, 2024 | JLLX Woodside Trumbull Apartments, DST | D/A | Other Real Estate | $48,693,015 | $14,209,101 |
| EDGAR ↗ | Oct 16, 2024 | JLLX Chandler Distribution Center, DST | D/A | Other Real Estate | $55,922,120 | $16,318,624 |
| EDGAR ↗ | Oct 16, 2024 | JLLIPT Holdings LP | D/A | REITS and Finance | Indefinite | $699,987,563 |
| EDGAR ↗ | Oct 10, 2024 | JLLX Diversified VI, DST | D/A | Other Real Estate | $104,867,496 | $43,992,807 |
| EDGAR ↗ | Oct 4, 2024 | LASALLE VALUE PARTNERS U.S. IX-D, L.P. | D/A | Pooled Investment Fund | Indefinite | $406,218,750 |
| EDGAR ↗ | Oct 4, 2024 | LASALLE VALUE PARTNERS U.S. IX-C, L.P. | D/A | Pooled Investment Fund | Indefinite | $406,218,750 |
| EDGAR ↗ | Oct 4, 2024 | LASALLE VALUE PARTNERS U.S. IX-B, L.P. | D/A | Pooled Investment Fund | Indefinite | $406,218,750 |
| EDGAR ↗ | Oct 3, 2024 | JLLX Diversified VI, DST | D/A | Other Real Estate | $104,867,496 | $34,998,883 |
| EDGAR ↗ | Oct 1, 2024 | JLLX Woodside Trumbull Apartments, DST | D | Other Real Estate | $48,693,015 | $11,912,444 |
| EDGAR ↗ | Oct 1, 2024 | JLLX Chandler Distribution Center, DST | D | Other Real Estate | $55,922,120 | $13,681,000 |
| EDGAR ↗ | Sep 25, 2024 | JLLX Diversified VI, DST | D/A | Other Real Estate | $104,867,496 | $30,223,555 |
| EDGAR ↗ | Sep 25, 2024 | JLLX Grand Prairie Distribution Center, DST | D/A | Other Real Estate | $64,629,529 | $59,424,375 |
| EDGAR ↗ | Sep 16, 2024 | JLLX Diversified VI, DST | D/A | Other Real Estate | $104,867,496 | $24,096,889 |
| EDGAR ↗ | Sep 16, 2024 | JLLX Grand Prairie Distribution Center, DST | D/A | Other Real Estate | $64,629,529 | $56,357,021 |
| EDGAR ↗ | Sep 11, 2024 | JLLX North Andover Apartments, DST | D/A | Other Real Estate | $50,706,704 | $33,567,231 |
| EDGAR ↗ | Sep 11, 2024 | JLLX Elgin Distribution Center, DST | D/A | Other Real Estate | $50,706,705 | $33,958,221 |
| EDGAR ↗ | Aug 30, 2024 | JLLX Woodside Trumbull Apartments, DST | D | Other Real Estate | $52,307,568 | $0 |
| EDGAR ↗ | Aug 30, 2024 | JLLX Chandler Distribution Center, DST | D | Other Real Estate | $52,307,567 | $0 |
| EDGAR ↗ | Aug 27, 2024 | JLLX Diversified VI, DST | D/A | Other Real Estate | $104,867,496 | $16,815,468 |
| EDGAR ↗ | Aug 27, 2024 | JLLX Grand Prairie Distribution Center, DST | D/A | Other Real Estate | $64,629,529 | $52,442,349 |
| EDGAR ↗ | Aug 27, 2024 | JLLX North Andover Apartments, DST | D/A | Other Real Estate | $50,706,704 | $26,903,035 |
| EDGAR ↗ | Aug 27, 2024 | JLLX Elgin Distribution Center, DST | D/A | Other Real Estate | $50,706,705 | $27,216,401 |
| EDGAR ↗ | Aug 27, 2024 | JLLX Taunton Distribution Center, DST | D/A | Other Real Estate | $59,931,534 | $52,117,472 |
| EDGAR ↗ | Aug 27, 2024 | JLLX Townlake of Coppell, DST | D/A | Other Real Estate | $59,931,534 | $57,720,000 |
| EDGAR ↗ | Aug 21, 2024 | JLLX Diversified VI, DST | D/A | Other Real Estate | $104,867,496 | $15,623,972 |
| EDGAR ↗ | Aug 14, 2024 | JLLX Diversified VI, DST | D/A | Other Real Estate | $104,867,496 | $14,352,863 |
| EDGAR ↗ | Aug 14, 2024 | JLLX Grand Prairie Distribution Center, DST | D/A | Other Real Estate | $64,629,529 | $49,774,082 |
| EDGAR ↗ | Aug 13, 2024 | JLLX North Andover Apartments, DST | D/A | Other Real Estate | $50,706,704 | $19,581,121 |
| EDGAR ↗ | Aug 13, 2024 | JLLX Elgin Distribution Center, DST | D/A | Other Real Estate | $50,706,705 | $19,809,202 |
| EDGAR ↗ | Aug 9, 2024 | JLLX Grand Prairie Distribution Center, DST | D/A | Other Real Estate | $64,629,529 | $42,061,473 |
| EDGAR ↗ | Jul 31, 2024 | JLLX Diversified VI, DST | D | Other Real Estate | $104,867,496 | $0 |
| EDGAR ↗ | Jul 31, 2024 | JLLX Grand Prairie Distribution Center, DST | D/A | Other Real Estate | $64,629,529 | $36,565,450 |
| EDGAR ↗ | Jul 30, 2024 | JLLX North Andover Apartments, DST | D/A | Other Real Estate | $50,706,704 | $13,428,382 |
| EDGAR ↗ | Jul 30, 2024 | JLLX Elgin Distribution Center, DST | D/A | Other Real Estate | $50,706,705 | $13,584,796 |
| EDGAR ↗ | Jul 26, 2024 | JLLX Grand Prairie Distribution Center, DST | D/A | Other Real Estate | $64,629,529 | $25,817,653 |
| EDGAR ↗ | Jul 22, 2024 | JLLX North Andover Apartments, DST | D/A | Other Real Estate | $50,706,704 | $8,328,238 |
| EDGAR ↗ | Jul 22, 2024 | JLLX Elgin Distribution Center, DST | D/A | Other Real Estate | $50,706,705 | $8,425,245 |
| EDGAR ↗ | Jul 22, 2024 | JLLX Taunton Distribution Center, DST | D/A | Other Real Estate | $59,931,534 | $51,277,771 |
| EDGAR ↗ | Jul 22, 2024 | JLLX Townlake of Coppell, DST | D/A | Other Real Estate | $59,931,534 | $56,403,105 |
| EDGAR ↗ | Jul 15, 2024 | JLLX Grand Prairie Distribution Center, DST | D/A | Other Real Estate | $64,629,529 | $25,297,220 |
| EDGAR ↗ | Jul 1, 2024 | JLLX North Andover Apartments, DST | D/A | Other Real Estate | $50,706,704 | $6,625,389 |
| EDGAR ↗ | Jul 1, 2024 | JLLX Elgin Distribution Center, DST | D/A | Other Real Estate | $50,706,705 | $6,702,561 |
| EDGAR ↗ | Jun 25, 2024 | JLLX Taunton Distribution Center, DST | D/A | Other Real Estate | $59,931,534 | $46,201,464 |
| EDGAR ↗ | Jun 25, 2024 | JLLX Townlake of Coppell, DST | D/A | Other Real Estate | $59,931,534 | $50,819,410 |
| EDGAR ↗ | Jun 20, 2024 | JLLX Grand Prairie Distribution Center, DST | D/A | Other Real Estate | $64,629,529 | $6,520,899 |
| EDGAR ↗ | Jun 12, 2024 | JLLX Grand Prairie Distribution Center, DST | D/A | Other Real Estate | $64,629,529 | $5,305,789 |
| EDGAR ↗ | Jun 11, 2024 | JLLX Taunton Distribution Center, DST | D/A | Other Real Estate | $59,931,534 | $43,026,265 |
| EDGAR ↗ | Jun 11, 2024 | JLLX Townlake of Coppell, DST | D/A | Other Real Estate | $59,931,534 | $47,326,842 |
| EDGAR ↗ | Jun 6, 2024 | JLLX Grand Prairie Distribution Center, DST | D/A | Other Real Estate | $64,629,529 | $1,550,609 |
| EDGAR ↗ | Jun 4, 2024 | JLLX North Andover Apartments, DST | D | Other Real Estate | $50,706,704 | $1,983,588 |
| EDGAR ↗ | Jun 4, 2024 | JLLX Elgin Distribution Center, DST | D | Other Real Estate | $50,706,705 | $2,006,692 |
| EDGAR ↗ | May 22, 2024 | JLLX Taunton Distribution Center, DST | D/A | Other Real Estate | $59,931,534 | $35,559,276 |
| EDGAR ↗ | May 22, 2024 | JLLX Townlake of Coppell, DST | D/A | Other Real Estate | $59,931,534 | $39,113,510 |
| EDGAR ↗ | May 16, 2024 | JLLX Grand Prairie Distribution Center, DST | D | Other Real Estate | $64,629,529 | $0 |
| EDGAR ↗ | May 9, 2024 | JLLX North Andover Apartments, DST | D | Other Real Estate | $50,706,704 | $0 |
| EDGAR ↗ | May 9, 2024 | JLLX Elgin Distribution Center, DST | D | Other Real Estate | $50,706,705 | $0 |
| EDGAR ↗ | May 7, 2024 | JLLX Taunton Distribution Center, DST | D/A | Other Real Estate | $59,931,534 | $29,483,488 |
| EDGAR ↗ | May 7, 2024 | JLLX Townlake of Coppell, DST | D/A | Other Real Estate | $59,931,534 | $32,430,432 |
| EDGAR ↗ | May 7, 2024 | JLLX Diversified III, DST | D/A | Other Real Estate | $95,916,712 | $88,675,000 |
| EDGAR ↗ | Apr 24, 2024 | JLLX Taunton Distribution Center, DST | D/A | Other Real Estate | $59,931,534 | $14,765,877 |
| EDGAR ↗ | Apr 24, 2024 | JLLX Townlake of Coppell, DST | D/A | Other Real Estate | $59,931,534 | $16,241,761 |
| EDGAR ↗ | Apr 16, 2024 | JLLX Taunton Distribution Center, DST | D/A | Other Real Estate | $59,931,534 | $10,874,415 |
| EDGAR ↗ | Apr 16, 2024 | JLLX Townlake of Coppell, DST | D/A | Other Real Estate | $59,931,534 | $11,961,338 |
| EDGAR ↗ | Apr 16, 2024 | JLLX Diversified III, DST | D/A | Other Real Estate | $95,916,712 | $86,234,139 |
| EDGAR ↗ | Apr 2, 2024 | JLLX Taunton Distribution Center, DST | D/A | Other Real Estate | $59,931,534 | $6,055,279 |
| EDGAR ↗ | Apr 2, 2024 | JLLX Townlake of Coppell, DST | D/A | Other Real Estate | $59,931,534 | $6,660,518 |
| EDGAR ↗ | Apr 2, 2024 | JLLX Diversified III, DST | D/A | Other Real Estate | $95,916,712 | $83,989,535 |
| EDGAR ↗ | Mar 12, 2024 | JLLX Taunton Distribution Center, DST | D/A | Other Real Estate | $59,931,534 | $3,610,437 |
| EDGAR ↗ | Mar 12, 2024 | JLLX Townlake of Coppell, DST | D/A | Other Real Estate | $59,931,534 | $3,971,309 |
| EDGAR ↗ | Mar 12, 2024 | JLLX Diversified III, DST | D/A | Other Real Estate | $95,916,712 | $80,386,238 |
| EDGAR ↗ | Feb 27, 2024 | JLLX Taunton Distribution Center, DST | D/A | Other Real Estate | $59,931,534 | $1,654,815 |
| EDGAR ↗ | Feb 27, 2024 | JLLX Townlake of Coppell, DST | D/A | Other Real Estate | $59,931,534 | $1,820,217 |
| EDGAR ↗ | Feb 27, 2024 | JLLX Diversified III, DST | D/A | Other Real Estate | $95,916,712 | $70,595,444 |
| EDGAR ↗ | Feb 14, 2024 | JLLX Taunton Distribution Center, DST | D/A | Other Real Estate | $59,931,534 | $492,945 |
| EDGAR ↗ | Feb 14, 2024 | JLLX Townlake of Coppell, DST | D/A | Other Real Estate | $59,931,534 | $542,216 |
| EDGAR ↗ | Feb 14, 2024 | JLLX Diversified III, DST | D/A | Other Real Estate | $95,916,712 | $54,139,981 |
| EDGAR ↗ | Feb 6, 2024 | JLLX Diversified III, DST | D/A | Other Real Estate | $95,916,712 | $44,729,178 |
| EDGAR ↗ | Feb 1, 2024 | JLLX Taunton Distribution Center, DST | D | Other Real Estate | $59,931,534 | $250,705 |
| EDGAR ↗ | Feb 1, 2024 | JLLX Townlake of Coppell, DST | D | Other Real Estate | $59,931,534 | $275,764 |
| EDGAR ↗ | Jan 26, 2024 | JLL Income Property Trust, Inc. | D/A | REITS and Finance | $350,000,000 | $98,188,146 |
| EDGAR ↗ | Jan 22, 2024 | JLLX Diversified III, DST | D/A | Other Real Estate | $95,916,712 | $30,511,332 |
| EDGAR ↗ | Jan 18, 2024 | I&G Reems Ranch, L.L.C. | D | REITS and Finance | $125,000 | $125,000 |
| EDGAR ↗ | Jan 18, 2024 | LPF 1 Technology Drive REIT, LLC | D | REITS and Finance | $125,000 | $125,000 |
| EDGAR ↗ | Jan 18, 2024 | LVP U.S. IX REIT I, L.L.C. | D | REITS and Finance | $125,000 | $125,000 |
| EDGAR ↗ | Jan 4, 2024 | JLLX Diversified III, DST | D/A | Other Real Estate | $95,916,712 | $15,422,155 |
| EDGAR ↗ | Dec 29, 2023 | JLLX Diversified III, DST | D/A | Other Real Estate | $95,916,712 | $5,239,005 |
| EDGAR ↗ | Dec 21, 2023 | JLLX Taunton Distribution Center, DST | D | Other Real Estate | $59,931,534 | $0 |
| EDGAR ↗ | Dec 21, 2023 | JLLX Townlake of Coppell, DST | D | Other Real Estate | $59,931,534 | $0 |
| EDGAR ↗ | Dec 14, 2023 | JLLX Diversified III, DST | D | Other Real Estate | $95,916,712 | $1,437,223 |
| EDGAR ↗ | Nov 13, 2023 | JLLX Louisville Logistics Center, DST | D/A | Other Real Estate | $88,172,058 | $75,277,921 |
| EDGAR ↗ | Nov 13, 2023 | JLLX Ardenwood I, DST | D/A | Other Real Estate | $32,754,881 | $30,380,892 |
| EDGAR ↗ | Nov 13, 2023 | JLLX Ardenwood II, DST | D/A | Other Real Estate | $56,724,512 | $52,535,631 |
| EDGAR ↗ | Nov 8, 2023 | JLLX Diversified III, DST | D | Other Real Estate | $95,916,712 | $0 |
| EDGAR ↗ | Oct 19, 2023 | JLLIPT Holdings LP | D/A | REITS and Finance | Indefinite | $361,497,116 |
| EDGAR ↗ | Oct 6, 2023 | LASALLE VALUE PARTNERS U.S. IX-D, L.P. | D/A | Pooled Investment Fund | Indefinite | $368,718,750 |
| EDGAR ↗ | Oct 6, 2023 | LASALLE VALUE PARTNERS U.S. IX-C, L.P. | D/A | Pooled Investment Fund | Indefinite | $368,718,750 |
| EDGAR ↗ | Oct 6, 2023 | LASALLE VALUE PARTNERS U.S. IX-B, L.P. | D/A | Pooled Investment Fund | Indefinite | $368,718,750 |
| EDGAR ↗ | Sep 5, 2023 | JLLX Louisville Logistics Center, DST | D/A | Other Real Estate | $88,172,058 | $12,105,318 |
| EDGAR ↗ | Sep 5, 2023 | JLLX Ardenwood I, DST | D/A | Other Real Estate | $32,754,881 | $29,119,601 |
| EDGAR ↗ | Sep 5, 2023 | JLLX Ardenwood II, DST | D/A | Other Real Estate | $56,724,512 | $50,351,342 |
| EDGAR ↗ | Aug 18, 2023 | JLLX Louisville Logistics Center, DST | D/A | Other Real Estate | $88,172,058 | $9,699,154 |
| EDGAR ↗ | Aug 18, 2023 | JLLX Ardenwood I, DST | D/A | Other Real Estate | $32,754,881 | $25,104,419 |
| EDGAR ↗ | Aug 18, 2023 | JLLX Ardenwood II, DST | D/A | Other Real Estate | $56,724,512 | $43,397,897 |
| EDGAR ↗ | Aug 9, 2023 | JLLX Ardenwood I, DST | D/A | Other Real Estate | $32,754,881 | $20,892,640 |
| EDGAR ↗ | Aug 9, 2023 | JLLX Ardenwood II, DST | D/A | Other Real Estate | $56,724,512 | $34,652,956 |
| EDGAR ↗ | Aug 2, 2023 | JLLX Louisville Logistics Center, DST | D/A | Other Real Estate | $88,172,058 | $9,323,933 |
| EDGAR ↗ | Jul 11, 2023 | JLLX Louisville Logistics Center, DST | D | Other Real Estate | $88,172,058 | $0 |
| EDGAR ↗ | Jul 6, 2023 | JLLX Ardenwood I, DST | D/A | Other Real Estate | $32,754,881 | $14,356,108 |
| EDGAR ↗ | Jul 6, 2023 | JLLX Ardenwood II, DST | D/A | Other Real Estate | $56,724,512 | $23,769,139 |
| EDGAR ↗ | Jul 6, 2023 | JLLX West Phoenix Distribution Center DST | D/A | Other Real Estate | $146,515,397 | $133,557,987 |
| EDGAR ↗ | Jul 6, 2023 | JLLX Friendship Distribution, DST | D/A | Other Real Estate | $62,978,850 | $56,624,438 |
| EDGAR ↗ | May 11, 2023 | JLLX Ardenwood I, DST | D/A | Other Real Estate | $32,754,881 | $490,325 |
| EDGAR ↗ | May 11, 2023 | JLLX Ardenwood II, DST | D/A | Other Real Estate | $56,724,512 | $849,139 |
| EDGAR ↗ | May 11, 2023 | JLLX West Phoenix Distribution Center DST | D/A | Other Real Estate | $146,515,397 | $114,566,099 |
| EDGAR ↗ | Apr 3, 2023 | JLLX Diversified II, DST | D/A | Other Real Estate | $219,810,811 | $198,431,353 |
| EDGAR ↗ | Mar 29, 2023 | JLLX West Phoenix Distribution Center DST | D/A | Other Real Estate | $146,515,397 | $94,721,430 |
| EDGAR ↗ | Mar 20, 2023 | JLLX Ardenwood I, DST | D | Other Real Estate | $32,754,881 | $0 |
| EDGAR ↗ | Mar 20, 2023 | JLLX Ardenwood II, DST | D | Other Real Estate | $56,724,512 | $0 |
| EDGAR ↗ | Mar 13, 2023 | JLLX West Phoenix Distribution Center DST | D/A | Other Real Estate | $146,515,397 | $86,919,993 |
| EDGAR ↗ | Feb 14, 2023 | JLLX West Phoenix Distribution Center DST | D/A | Other Real Estate | $146,515,397 | $73,413,320 |
| EDGAR ↗ | Feb 2, 2023 | JLL Income Property Trust, Inc. | D/A | REITS and Finance | $350,000,000 | $98,188,146 |
| EDGAR ↗ | Feb 1, 2023 | IG MHC I REIT LLC | D | REITS and Finance | $125,000 | $125,000 |
| EDGAR ↗ | Jan 31, 2023 | JLLX West Phoenix Distribution Center DST | D/A | Other Real Estate | $146,515,397 | $19,996,308 |
| EDGAR ↗ | Jan 12, 2023 | JLLX West Phoenix Distribution Center DST | D/A | Other Real Estate | $146,515,397 | $14,717,271 |
| EDGAR ↗ | Jan 10, 2023 | JLLX Diversified II, DST | D/A | Other Real Estate | $219,810,811 | $188,321,357 |
| EDGAR ↗ | Dec 30, 2022 | JLLX West Phoenix Distribution Center DST | D/A | Other Real Estate | $146,515,397 | $10,301,088 |
| EDGAR ↗ | Dec 16, 2022 | JLLX Friendship Distribution, DST | D/A | Other Real Estate | $62,978,850 | $56,624,438 |
| EDGAR ↗ | Dec 13, 2022 | JLLX West Phoenix Distribution Center DST | D | Other Real Estate | $146,515,397 | $0 |
| EDGAR ↗ | Dec 13, 2022 | JLLX Diversified II, DST | D/A | Other Real Estate | $219,810,811 | $181,317,790 |
| EDGAR ↗ | Nov 28, 2022 | JLLX Diversified II, DST | D/A | Other Real Estate | $219,810,811 | $176,447,999 |
| EDGAR ↗ | Nov 7, 2022 | JLLX Diversified II, DST | D/A | Other Real Estate | $219,810,811 | $149,005,375 |
| EDGAR ↗ | Oct 24, 2022 | JLLX Diversified II, DST | D/A | Other Real Estate | $219,810,811 | $133,987,148 |
| EDGAR ↗ | Oct 11, 2022 | JLLX Diversified II, DST | D/A | Other Real Estate | $219,810,811 | $123,251,913 |
| EDGAR ↗ | Oct 7, 2022 | LASALLE VALUE PARTNERS U.S. IX-D, L.P. | D | Pooled Investment Fund | Indefinite | $0 |
| EDGAR ↗ | Oct 7, 2022 | LASALLE VALUE PARTNERS U.S. IX-C, L.P. | D | Pooled Investment Fund | Indefinite | $0 |
| EDGAR ↗ | Oct 7, 2022 | LASALLE VALUE PARTNERS U.S. IX-B, L.P. | D | Pooled Investment Fund | Indefinite | $0 |
| EDGAR ↗ | Oct 4, 2022 | JLLX LOUISVILLE AIRPORT DISTRIBUTION CENTER DST | D/A | Commercial | $33,554,987 | $33,554,987 |
| EDGAR ↗ | Oct 3, 2022 | JLLX LOUISVILLE AIRPORT DISTRIBUTION CENTER DST | D/A | Commercial | $33,554,987 | $33,554,987 |
| EDGAR ↗ | Oct 3, 2022 | JLLX Stony Point, DST | D/A | Other Real Estate | $56,786,102 | $55,890,178 |
| EDGAR ↗ | Oct 3, 2022 | JLLX Stony Point, DST | D/A | Other Real Estate | $56,786,102 | $55,890,178 |
| EDGAR ↗ | Sep 29, 2022 | JLLX Friendship Distribution, DST | D/A | Other Real Estate | $62,978,850 | $53,227,534 |
| EDGAR ↗ | Sep 29, 2022 | JLLX Friendship Distribution, DST | D/A | Other Real Estate | $62,978,850 | $55,575,490 |
| EDGAR ↗ | Sep 27, 2022 | JLLX Diversified II, DST | D/A | Other Real Estate | $219,810,811 | $118,504,969 |
| EDGAR ↗ | Sep 12, 2022 | JLLX Diversified II, DST | D/A | Other Real Estate | $219,810,811 | $111,185,325 |
| EDGAR ↗ | Aug 30, 2022 | JLLX Diversified II, DST | D/A | Other Real Estate | $219,810,811 | $83,820,485 |
| EDGAR ↗ | Aug 22, 2022 | JLLX Diversified II, DST | D/A | Other Real Estate | $219,810,811 | $78,321,390 |
| EDGAR ↗ | Aug 8, 2022 | JLLX Diversified II, DST | D/A | Other Real Estate | $219,810,811 | $69,998,710 |
| EDGAR ↗ | Aug 1, 2022 | JLLX Diversified II, DST | D/A | Other Real Estate | $219,810,811 | $58,709,015 |
| EDGAR ↗ | Jul 25, 2022 | JLLX Diversified II, DST | D/A | Other Real Estate | $219,810,811 | $54,372,287 |
| EDGAR ↗ | Jul 19, 2022 | JLLX Diversified II, DST | D/A | Other Real Estate | $219,810,811 | $43,199,936 |
| EDGAR ↗ | Jul 6, 2022 | JLLX Diversified II, DST | D/A | Other Real Estate | $219,810,811 | $33,763,042 |
| EDGAR ↗ | Jul 5, 2022 | JLLX Friendship Distribution, DST | D/A | Other Real Estate | $62,978,850 | $51,506,381 |
| EDGAR ↗ | Jun 28, 2022 | JLLX Diversified II, DST | D/A | Other Real Estate | $219,810,811 | $24,387,604 |
| EDGAR ↗ | Jun 17, 2022 | JLLX Diversified II, DST | D | Other Real Estate | $219,810,811 | $412,346 |
| EDGAR ↗ | May 25, 2022 | JLLX Diversified II, DST | D | Other Real Estate | $219,810,811 | $0 |
| EDGAR ↗ | May 18, 2022 | JLLX Friendship Distribution, DST | D/A | Other Real Estate | $62,978,850 | $45,305,263 |
| EDGAR ↗ | Apr 28, 2022 | JLLX Friendship Distribution, DST | D/A | Other Real Estate | $62,978,850 | $1,600,000 |
| EDGAR ↗ | Apr 26, 2022 | JLLX Reserve at Venice, DST | D/A | Other Real Estate | $51,606,848 | $48,675,838 |
| EDGAR ↗ | Apr 25, 2022 | JLLX Friendship Distribution, DST | D | Other Real Estate | $62,978,850 | $1,600,000 |
| EDGAR ↗ | Mar 21, 2022 | JLLX Reserve at Venice, DST | D | Other Real Estate | $51,606,848 | $1,000,000 |
| EDGAR ↗ | Mar 1, 2022 | JLLX Reserve at Venice, DST | D | Other Real Estate | $51,606,848 | $0 |
| EDGAR ↗ | Feb 7, 2022 | JLL Income Property Trust, Inc. | D/A | REITS and Finance | $350,000,000 | $98,188,146 |
| EDGAR ↗ | Jan 28, 2022 | I&G SFR I REIT, LLC | D | REITS and Finance | $125,000 | $125,000 |
| EDGAR ↗ | Jan 28, 2022 | I&G SFR III REIT, LLC | D | REITS and Finance | $125,000 | $125,000 |
| EDGAR ↗ | Jan 28, 2022 | I&G SFR II REIT, LLC | D | REITS and Finance | $125,000 | $125,000 |
| EDGAR ↗ | Jan 5, 2022 | JLLX The Preserve at the Meadows, DST | D/A | Other Real Estate | $38,305,968 | $36,769,171 |
| EDGAR ↗ | Jan 5, 2022 | JLLX Rockwell Apartments, DST | D/A | Other Real Estate | $43,732,004 | $41,444,575 |
| EDGAR ↗ | Dec 29, 2021 | JLLX Stony Point, DST | D/A | Other Real Estate | $56,786,102 | $41,943,064 |
| EDGAR ↗ | Dec 14, 2021 | JLLX Rockwell Apartments, DST | D/A | Other Real Estate | $43,732,004 | $40,944,575 |
| EDGAR ↗ | Dec 14, 2021 | JLLX The Preserve at the Meadows, DST | D/A | Other Real Estate | $38,305,968 | $35,725,415 |
| EDGAR ↗ | Dec 1, 2021 | JLLX Rockwell Apartments, DST | D/A | Other Real Estate | $43,732,004 | $25,872,041 |
| EDGAR ↗ | Dec 1, 2021 | JLLX The Preserve at the Meadows, DST | D/A | Other Real Estate | $38,305,968 | $29,135,076 |
| EDGAR ↗ | Nov 18, 2021 | JLLX Rockwell Apartments, DST | D/A | Other Real Estate | $43,732,004 | $14,862,083 |
| EDGAR ↗ | Nov 18, 2021 | JLLX The Preserve at the Meadows, DST | D/A | Other Real Estate | $38,305,968 | $18,586,210 |
| EDGAR ↗ | Nov 12, 2021 | JLLX Whitestown, DST | D/A | Other Real Estate | $32,404,372 | $31,093,942 |
| EDGAR ↗ | Nov 12, 2021 | JLLX Montecito Marketplace, DST | D/A | Other Real Estate | $70,233,569 | $66,775,914 |
| EDGAR ↗ | Nov 12, 2021 | JLLX Montecito Marketplace, DST | D/A | Other Real Estate | $70,233,569 | $66,775,914 |
| EDGAR ↗ | Nov 12, 2021 | JLLX Villas at Legacy, DST | D/A | Other Real Estate | $37,513,115 | $35,282,371 |
| EDGAR ↗ | Nov 12, 2021 | JLLX Milford Crossing, DST | D/A | Other Real Estate | $46,575,342 | $43,904,176 |
| EDGAR ↗ | Nov 12, 2021 | JLLX Penfield, DST | D/A | Other Real Estate | $40,335,758 | $38,385,744 |
| EDGAR ↗ | Nov 12, 2021 | JLLX SJC Medical Office, DST | D/A | Other Real Estate | $14,488,691 | $13,812,279 |
| EDGAR ↗ | Nov 10, 2021 | JLLX Rockwell Apartments, DST | D | Other Real Estate | $43,732,004 | $13,084,811 |
| EDGAR ↗ | Nov 10, 2021 | JLLX Mason Mill, DST | D/A | Other Real Estate | $18,534,268 | $17,668,939 |
| EDGAR ↗ | Nov 9, 2021 | JLLX The Preserve at the Meadows, DST | D/A | Other Real Estate | $38,305,968 | $17,682,165 |
| EDGAR ↗ | Nov 9, 2021 | JLLX San Marcos, DST | D/A | Other Real Estate | $38,798,691 | $36,781,060 |
| EDGAR ↗ | Nov 9, 2021 | JLLX Johns Creek, DST | D/A | Other Real Estate | $25,554,348 | $24,677,726 |
| EDGAR ↗ | Nov 5, 2021 | JLLIPT Holdings LP | D | REITS and Finance | $84,100,000 | $73,857,892 |
| EDGAR ↗ | Nov 3, 2021 | JLLX Stony Point, DST | D | Other Real Estate | $56,786,102 | $256,969 |
| EDGAR ↗ | Oct 27, 2021 | JLLX The Preserve at the Meadows, DST | D | Other Real Estate | $38,305,968 | $637,368 |
| EDGAR ↗ | Oct 26, 2021 | JLLX Rockwell Apartments, DST | D | Other Real Estate | $43,732,004 | $0 |
| EDGAR ↗ | Aug 19, 2021 | Centre Street Real Estate Co-Investment Fund L.P. | D | Pooled Investment Fund | $500,000,000 | $500,000,000 |
| EDGAR ↗ | Aug 11, 2021 | JLLX LOUISVILLE AIRPORT DISTRIBUTION CENTER DST | D | Commercial | $33,554,987 | $0 |
| EDGAR ↗ | Apr 12, 2021 | JLLX Whitestown, DST | D | Other Real Estate | $32,404,372 | $520,000 |
| EDGAR ↗ | Mar 17, 2021 | JLLX Montecito Marketplace, DST | D | Other Real Estate | $70,233,569 | $424,701 |
| EDGAR ↗ | Feb 19, 2021 | JLLX Villas at Legacy, DST | D | Other Real Estate | $37,513,115 | $30,000,000 |
| EDGAR ↗ | Feb 16, 2021 | JLL Income Property Trust, Inc. | D/A | REITS and Finance | $350,000,000 | $68,188,146 |
| EDGAR ↗ | Jan 29, 2021 | LaSalle Navigator US REIT LLC | D | REITS and Finance | $125,000 | $125,000 |
| EDGAR ↗ | Dec 29, 2020 | JLLX Milford Crossing, DST | D | Other Real Estate | $46,575,342 | $31,269,209 |
| EDGAR ↗ | Dec 29, 2020 | JLLX Penfield, DST | D | Other Real Estate | $40,335,758 | $1,115,274 |
| EDGAR ↗ | Nov 19, 2020 | JLLX SJC Medical Office, DST | D | Other Real Estate | $14,488,691 | $65,107 |
| EDGAR ↗ | Nov 19, 2020 | JLLX Mason Mill, DST | D | Other Real Estate | $18,534,268 | $83,286 |
| EDGAR ↗ | Jul 22, 2020 | JLLX San Marcos, DST | D | Other Real Estate | $38,798,691 | $310,563 |
| EDGAR ↗ | Feb 18, 2020 | JLL Income Property Trust, Inc. | D/A | REITS and Finance | $350,000,000 | $63,000,000 |
| EDGAR ↗ | Feb 5, 2020 | JLLX Johns Creek, DST | D | Other Real Estate | $25,554,348 | $1,037,234 |
| EDGAR ↗ | Jan 15, 2020 | LaSalle Income & Growth Fund VIII REIT, LLC | D | REITS and Finance | $125,000 | $125,000 |
| EDGAR ↗ | Dec 16, 2019 | LaSalle Income & Growth Fund VIII, L.P. | D/A | Pooled Investment Fund | Indefinite | $798,350,000 |
| EDGAR ↗ | Feb 19, 2019 | JLL Income Property Trust, Inc. | D/A | REITS and Finance | $350,000,000 | $63,000,000 |
| EDGAR ↗ | Dec 18, 2018 | LaSalle Income & Growth Fund VIII, L.P. | D | Pooled Investment Fund | Indefinite | $0 |
| EDGAR ↗ | Feb 28, 2018 | JLL Income Property Trust, Inc. | D/A | REITS and Finance | $350,000,000 | $63,000,000 |
| EDGAR ↗ | Nov 21, 2017 | LaSalle Income & Growth Fund VII, L.P. | D/A | Pooled Investment Fund | Indefinite | $456,950,000 |
| EDGAR ↗ | Aug 7, 2017 | Mariner Co-Investment Fund REIT, L.L.C. | D | REITS and Finance | $125,000 | $125,000 |
| EDGAR ↗ | Jan 26, 2017 | LaSalle Income & Growth Fund VII REIT, L.L.C. | D | REITS and Finance | $125,000 | $125,000 |
| EDGAR ↗ | Nov 23, 2016 | LaSalle Income & Growth Fund VII, L.P. | D/A | Pooled Investment Fund | Indefinite | $265,735,714 |
| EDGAR ↗ | Nov 24, 2015 | LaSalle Income & Growth Fund VII, L.P. | D | Pooled Investment Fund | Indefinite | $235,000,000 |
| EDGAR ↗ | Sep 29, 2015 | JLL Income Property Trust, Inc. | D | REITS and Finance | $350,000,000 | $47,000,000 |
| EDGAR ↗ | Feb 2, 2015 | Lantana Co-Investor REIT, LLC | D | REITS and Finance | $125,000 | $125,000 |
| EDGAR ↗ | Feb 2, 2015 | Lake Carolyn REIT, LLC | D | REITS and Finance | $125,000 | $125,000 |
| EDGAR ↗ | Feb 2, 2015 | Olive/Hill Street Co-Investor, Inc. | D | REITS and Finance | $125,000 | $125,000 |
| EDGAR ↗ | Feb 2, 2015 | Precedent REIT, LLC | D | REITS and Finance | $125,000 | $125,000 |
| EDGAR ↗ | Feb 2, 2015 | Onterie REIT LLC | D | REITS and Finance | $125,000 | $125,000 |
| EDGAR ↗ | Aug 4, 2014 | JLL Income Property Trust, Inc. | D | REITS and Finance | $400,000,000 | $1,000,000 |
| EDGAR ↗ | Jan 29, 2013 | LASALLE INCOME & GROWTH FUND VI, L.P. | D | Pooled Investment Fund | Indefinite | $283,333,333 |
| EDGAR ↗ | Jan 31, 2012 | LASALLE INCOME & GROWTH FUND VI, L.P. | D | Pooled Investment Fund | Indefinite | $166,666,666 |
| EDGAR ↗ | Mar 10, 2011 | LaSalle UK Special Situations Real Estate Fund I L.P. | D/A | Pooled Investment Fund | $161,670,000 | $87,626,940 |
| EDGAR ↗ | Mar 11, 2010 | LaSalle UK Special Situations Real Estate Fund I L.P. | D/A | Pooled Investment Fund | $156,690,000 | $79,927,725 |
| EDGAR ↗ | Oct 1, 2009 | LaSalle UK Special Situations Real Estate Fund I L.P. | D | Pooled Investment Fund | $650,480,000 | $0 |
Activity: 5 new offerings 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 Oct 13, 2026. Industry history, as reported on each offering's latest filing: Previous offerings: Pooled Investment Fund (2009–2013), REITS and Finance (2014–2015), Pooled Investment Fund (2015), REITS and Finance (2017), Pooled Investment Fund (2018), REITS and Finance (2020), Other Real Estate (2020), REITS and Finance (2021), Other Real Estate (2021), Commercial (2021), Pooled Investment Fund (2021), Other Real Estate (2021), REITS and Finance (2021), Other Real Estate (2021), REITS and Finance (2022), Other Real Estate (2022), Pooled Investment Fund (2022), Other Real Estate (2022), REITS and Finance (2023), Other Real Estate (2023), REITS and Finance (2024), Other Real Estate (2024), REITS and Finance (2025), Pooled Investment Fund (2025), Other Real Estate (2025), REITS and Finance (2025), Pooled Investment Fund (2026), REITS and Finance (2026). Latest offering: Other Real Estate (2026; most recent May 20, 2026).
| Name | Roles | Issuers here | First → last listed |
|---|---|---|---|
| Gregory A. Falk | Executive Officer | 38 | Sep 29, 2015 → Oct 13, 2026 |
| LaSalle Investment Management, Inc. entity | Promoter, Executive Officer | 34 | Feb 5, 2020 → Oct 2, 2026 |
| JLL Exchange TRS, LLC entity | Promoter, Executive Officer | 33 | Feb 5, 2020 → Oct 2, 2026 |
| Gordon G. Repp | Executive Officer, Director | 21 | Sep 29, 2015 → Oct 13, 2026 |
| Ty Spearing | Executive Officer, Director | 20 | Jan 31, 2012 → Jan 30, 2026 |
| Brian Gorz | Executive Officer, Director | 20 | Jan 31, 2012 → Jan 30, 2026 |
| JOSEPH MUNOZ | Executive Officer | 19 | Jan 31, 2012 → Jan 18, 2024 |
| David Doherty | Executive Officer, Director | 14 | Jan 29, 2021 → Oct 13, 2026 |
| MICHELLE GOTTLIEB | Executive Officer, Director | 14 | Nov 24, 2015 → Jan 30, 2026 |
| AMANDA HASSAN | Executive Officer, Director | 13 | Nov 21, 2017 → Jan 30, 2026 |
| JEFFREY SHUSTER | Executive Officer, Director | 10 | Jan 28, 2022 → Jan 30, 2026 |
| James M. Hutchinson | Executive Officer | 9 | Jan 31, 2012 → Dec 16, 2019 |
| Demetri Rackos | Director, Executive Officer | 8 | Oct 1, 2009 → Jan 30, 2026 |
| ZACHARY BUBLITZ | Executive Officer, Director | 7 | Oct 7, 2022 → Jan 30, 2026 |
| BRIAN WILKINSON | Executive Officer, Director | 7 | Oct 7, 2022 → Jan 30, 2026 |
| ROBERT K. HAGAN | Executive Officer | 7 | Jan 26, 2017 → Oct 4, 2024 |
| Harlan Stanley | Executive Officer | 6 | Jan 31, 2012 → Feb 2, 2015 |
| C. Allan Swaringen | Executive Officer, Director | 4 | Sep 29, 2015 → Oct 13, 2026 |
| Michelle Rubin | Executive Officer | 4 | Feb 2, 2015 → Feb 2, 2015 |
| ETHAN J MCCLURE | Executive Officer, Director | 3 | Feb 6, 2025 → Feb 13, 2026 |
| MELODY ZAGHI | Executive Officer, Director | 3 | Feb 6, 2025 → Feb 13, 2026 |
| CHIP SELLERS | Executive Officer, Director | 3 | Feb 6, 2025 → Feb 13, 2026 |
| JULES MELHADO | Executive Officer, Director | 3 | Feb 6, 2025 → Feb 13, 2026 |
| Joe Diamond | Executive Officer, Director | 3 | Jan 18, 2024 → Jan 30, 2026 |
| JOSEPH DIAMOND | Executive Officer | 3 | Oct 7, 2022 → Oct 4, 2024 |
| BRAD GRIES | Executive Officer | 3 | Oct 4, 2024 → Oct 4, 2024 |
| Brenda Barnard | Executive Officer | 3 | Jan 28, 2022 → Jan 28, 2022 |
| Gregory Lucas Kimmel | Executive Officer | 2 | Oct 19, 2023 → Oct 13, 2026 |
| Sean Meehan | Executive Officer | 2 | Oct 19, 2023 → Oct 13, 2026 |
| Peter Bucher | Executive Officer | 2 | Oct 19, 2023 → Oct 13, 2026 |
| Lynn C Thurber | Director | 2 | Aug 4, 2014 → Oct 6, 2026 |
| Robin M. Zeigler | Director | 2 | Nov 5, 2021 → Oct 6, 2026 |
| William E. Sullivan | Director | 2 | Sep 29, 2015 → Oct 6, 2026 |
| CRAIG ORAM | Executive Officer, Director | 2 | Feb 6, 2025 → Feb 13, 2026 |
| James Garvey | Executive Officer | 2 | Jan 18, 2024 → Jan 22, 2025 |
| Alfreda Delle | Executive Officer | 2 | Jan 18, 2024 → Jan 22, 2025 |
| R. Martel Day | Director | 2 | Sep 29, 2015 → Jan 15, 2025 |
| Jacques N. Gordon | Director | 2 | Sep 29, 2015 → Jan 26, 2024 |
| Kristy F. Heuberger | Director | 2 | Nov 5, 2021 → Jan 26, 2024 |
| Virginia G. Breen | Director | 2 | Sep 29, 2015 → Feb 2, 2023 |
| Jonathan Bulkeley | Director | 2 | Sep 29, 2015 → Feb 2, 2023 |
| Lili Luizova | Executive Officer, Director | 2 | Jan 29, 2021 → Aug 19, 2021 |
| Wade Judge | Executive Officer | 2 | Jan 31, 2012 → Nov 24, 2015 |
| JLLIPT Holdings GP, LLC entity | Executive Officer | 1 | Nov 5, 2021 → Oct 13, 2026 |
| Tamara D. Fischer | Director | 1 | Jan 26, 2024 → Oct 6, 2026 |
| Lisa L. Kaufman | Director | 1 | Jan 15, 2025 → Oct 6, 2026 |
| Bradley J. Gries | Director | 1 | Jan 15, 2025 → Oct 6, 2026 |
| Douglas A. Lindgren | Director | 1 | Feb 2, 2023 → Oct 6, 2026 |
| Mark A. Denien | Director | 1 | Oct 7, 2025 → Oct 6, 2026 |
| RYAN MCDANIEL | Executive Officer | 1 | Feb 6, 2025 → Feb 13, 2026 |
| THOMAS SULLIVAN | Director | 1 | Jan 30, 2026 → Jan 30, 2026 |
| Thomas Cox | Director | 1 | Jan 30, 2026 → Jan 30, 2026 |
| Craig Oman | Director | 1 | Jan 30, 2026 → Jan 30, 2026 |
| Donald Puglisi | Director | 1 | Jan 26, 2026 → Jan 26, 2026 |
| Noah Springer | Executive Officer | 1 | Jan 22, 2025 → Jan 22, 2025 |
| Mallory Becker | Executive Officer | 1 | Jan 22, 2025 → Jan 22, 2025 |
| Kimberly Chytraus | Executive Officer | 1 | Jan 22, 2025 → Jan 22, 2025 |
| Brandon Jacobsen | Executive Officer | 1 | Jan 22, 2025 → Jan 22, 2025 |
| Matthew Stephens | Executive Officer | 1 | Jan 22, 2025 → Jan 22, 2025 |
| Ryan DeReus | Executive Officer | 1 | Jan 18, 2024 → Jan 18, 2024 |
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