EFDID: 541869EFD: View Filing

Issuer: Wheaton Multifamily DST (0002047612) - D/A

Accession: 0002047612-25-000015 (XMLRaw Data) (EDGAREDGAR Files) (Form DForm D)

EDGAR: Issuer Information
  • CIK:
    0002047612
  • Entity Name:
    Wheaton Multifamily DST
  • Entity Type:
    Other
  • Jurisdiction:
    DELAWARE
  • Year of Inc:
    Within 5 years (2024)
  • Address:
    C/O INLAND PRIVATE CAPITAL CORPORATION
    2901 BUTTERFIELD ROAD
    OAK BROOK, IL 60523
  • Persons:
    Related Persons 4
    N/A Inland Private Capital Corporation
    Executive Officer 
    Sponsor of the Issuer
    N/A Wheaton Multifamily Exchange, L.L.C.
    Executive Officer 
    Signatory Trustee of the Issuer
    N/A Wheaton Multifamily, L.L.C.
    Executive Officer 
    Depositor of the Issuer
    Keith D. Lampi
    Executive Officer 
    President/Chief Executive Officer of the Sponsor of the Issuer
EDGAR: Offering Information
  • Accession Date:
    09/19/2025
  • First Sale Date:
    12/18/2024
  • Offering Amount:
    $120,518,506
  • Amount Sold:
    $110,087,540
  • Amount Remaining:
    $10,430,966
  • Exemptions:
    Investment Company Act Section 3(c) , Section 3(c)(5), Rule 506
  • Security Type(s):
    Equity, Pooled Investment Fund
  • Sales Clarification:
    Regarding Item 11, the Issuer may accept smaller investments in the Sponsor's sole discretion.
EFD: Current State Notices
View Notices

Notices found in EFD

Filed:AK, AL, AZ, CA, CO, CT, GA, HI, IA, ID, IL, IN, KY, MA, MD, ME, MI, MN, MO, MT, NC, NJ, NV, NY, OH, OK, OR, PA, SD, TN, TX, UT, VA, WA, WI, WY
Inactive:AR, NE
EDGAR: Sales Compensation Recipient Information
RecipientCRDBroker DealerBD CRDStates
RCX Capital Group, LLC 114290 None None CO, IL, MN, NC, OR
Realized Financial, Inc. 22333 None None CA, MA, NJ, TX
Chauner Securities, Inc. 10075 None None MO, UT
Concorde Investment Services, LLC 151604 None None AZ, CA, MA, WI
DAI Securities, LLC 36673 None None AZ, CA, IL, MI, MN, NJ, NY, OH
Metric Financial, LLC 33324 None None FL
Avantax Investment Services, Inc. 13686 None None AZ, AR, CA, FL, GA, IL, MD, MA, NJ, NY, OK, OR, TX
DFPG Investments, LLC 155576 None None CA, MA, NY, OR, UT
World Equity Group, Inc. 29087 None None NE
Cambridge Investment Research, Inc. 39543 None None AL, CA, CO, MN, NJ, OH, VA
Independent Financial Group, LLC 7717 None None CA, HI, MT, NV, WI
IBN Financial Services, Inc. 42360 None None NY
American Trust Investment Services, Inc. 3001 None None AZ, CA, MA
D.A. Davidson & Co. 199 None None CA, ID, WA
Muriel Siebert & Co., LLC 5376 None None MA
McDermott Investment Services, LLC 154926 None None CA
Geneos Wealth Management, Inc. 120894 None None OK
Berthel, Fisher & Company Financial Services, Inc. 13609 None None MT
Osaic Wealth, Inc. 23131 None None CA, HI, IL, IA, MN, MO, NJ, NY, TX
Peak Brokerage Services, LLC 157045 None None NY
Lodas Securities, LLC 313056 None None IL
Ameritas Investment Company, LLC 14869 None None CA
FNEX Capital, LLC 166316 None None FL, MA, NY, PA
Alexander Capital, L.P. 40077 None None CA, MA
Emerson Equity LLC 130032 None None CA, GA, MN
Realta Equities, Inc. 23769 None None IL
Arkadios Capital 282710 None None CA, TN
Centaurus Financial, Inc. 30833 None None CA, PA
Cetera Advisor Networks, LLC 13572 None None MD, NC
Nationwide Planning Associates, Inc. 31029 None None FL, NY
M.S. Howells & Co. 104100 None None UT
Park Avenue Securities, Inc. 46173 None None AL, MA, NC
Stifel, Nicolaus & Company, Incorporated 793 None None CA, FL, TX, WY
Wealthforge Securities, LLC 152550 None None MI
Blue Trust, Inc. None None None GA
XML Securities 145589 None None VA
LPL Financial LLC 6413 None None CA, CT, FL, NV, NY, OR, PA, TX
Cetera Wealth Services, LLC 13572 None None CO, TX
Cetera Advisors LLC 10299 None None CO
Harbour Investments, Inc. 19258 None None WI
Cetera Financial Specialists LLC 10358 None None OR
Hilltop Securities Inc. 6220 None None CA
EDGAR: Signatures
IssuerSignatureSigner NameTitleSignatureDate
Wheaton Multifamily DST/s/ Keith D. LampiKeith D. LampiPresident/CEO of the Sponsor of the Issuer2025-09-19
Related EDGAR Submissions
Type Edgar Date EFD: Accession
D/A Mar. 09, 2026 541869: 0002047612-26-000002 Wheaton Multifamily DST
Offer Amount: $120,518,506
Amount Sold: $120,518,506
D/A Mar. 09, 2026 541869: 0002047612-26-000001 Wheaton Multifamily DST
Offer Amount: $120,518,506
Amount Sold: $120,518,506
D/A Sep. 19, 2025 541869: 0002047612-25-000015 Wheaton Multifamily DST
Offer Amount: $120,518,506
Amount Sold: $110,087,540
Remaining: $10,430,966
D/A Aug. 29, 2025 541869: 0002047612-25-000014 Wheaton Multifamily DST
Offer Amount: $120,518,506
Amount Sold: $99,399,223
Remaining: $21,119,283
D/A Aug. 13, 2025 541869: 0002047612-25-000013 Wheaton Multifamily DST
Offer Amount: $120,518,506
Amount Sold: $75,236,107
Remaining: $45,282,399
D/A Jul. 16, 2025 541869: 0002047612-25-000011 Wheaton Multifamily DST
Offer Amount: $120,518,506
Amount Sold: $64,372,907
Remaining: $56,145,599
D/A Jul. 02, 2025 541869: 0002047612-25-000010 Wheaton Multifamily DST
Offer Amount: $120,518,506
Amount Sold: $58,810,522
Remaining: $61,707,984
D/A Jun. 18, 2025 541869: 0002047612-25-000009 Wheaton Multifamily DST
Offer Amount: $120,518,506
Amount Sold: $50,901,099
Remaining: $69,617,407
D/A Jun. 04, 2025 541869: 0002047612-25-000008 Wheaton Multifamily DST
Offer Amount: $120,518,506
Amount Sold: $45,530,854
Remaining: $74,987,652
D/A May. 01, 2025 541869: 0002047612-25-000007 Wheaton Multifamily DST
Offer Amount: $120,518,506
Amount Sold: $36,620,377
Remaining: $83,898,129
D/A Apr. 18, 2025 541869: 0002047612-25-000006 Wheaton Multifamily DST
Offer Amount: $120,518,506
Amount Sold: $31,833,837
Remaining: $88,684,669
D/A Apr. 02, 2025 541869: 0002047612-25-000005 Wheaton Multifamily DST
Offer Amount: $120,518,506
Amount Sold: $27,987,384
Remaining: $92,531,122
D/A Feb. 28, 2025 541869: 0002047612-25-000004 Wheaton Multifamily DST
Offer Amount: $120,518,506
Amount Sold: $20,958,316
Remaining: $99,560,190
D/A Feb. 14, 2025 541869: 0002047612-25-000003 Wheaton Multifamily DST
Offer Amount: $120,518,506
Amount Sold: $16,829,778
Remaining: $103,688,728
D/A Jan. 31, 2025 541869: 0002047612-25-000002 Wheaton Multifamily DST
Offer Amount: $120,518,506
Amount Sold: $14,149,213
Remaining: $106,369,293
D/A Jan. 15, 2025 541869: 0002047612-25-000001 Wheaton Multifamily DST
Offer Amount: $120,518,506
Amount Sold: $6,466,366
Remaining: $114,052,140
D Dec. 27, 2024 541869: 0002047612-24-000001 Wheaton Multifamily DST
Offer Amount: $120,518,506
Amount Sold: $2,250,000
Remaining: $118,268,506