AX Essential Retail Portfolio, DST
Filings
| Date | FilingType | Incremental Cash | Link to Raw Filing | |||
|---|---|---|---|---|---|---|
| 2026-08-148/14/26 | Amended | $89,380,983 | $11,803,086 | Equity Only | 06b 3C 3C.5 | SEC linkSEC |
| 2026-07-097/9/26 | Amended | $77,577,897 | $8,262,802 | Equity Only | 06b 3C 3C.5 | SEC linkSEC |
| 2026-06-116/11/26 | Amended | $69,315,095 | $2,045,231 | Equity Only | 06b 3C 3C.5 | SEC linkSEC |
| 2026-05-215/21/26 | Amended | $67,269,864 | $9,830,596 | Equity Only | 06b 3C 3C.5 | SEC linkSEC |
| 2026-04-304/30/26 | Amended | $57,439,268 | $8,979,039 | Equity Only | 06b 3C 3C.5 | SEC linkSEC |
| 2026-04-134/13/26 | Amended | $48,460,229 | $3,683,799 | Equity Only | 06b 3C 3C.5 | SEC linkSEC |
| 2026-03-253/25/26 | Amended | $44,776,430 | $5,423,841 | Equity Only | 06b 3C 3C.5 | SEC linkSEC |
| 2026-03-043/4/26 | Amended | $39,352,589 | $11,431,357 | Equity Only | 06b 3C 3C.5 | SEC linkSEC |
| 2026-02-172/17/26 | Amended | $27,921,232 | $7,627,340 | Equity Only | 06b 3C 3C.5 | SEC linkSEC |
| 2026-01-211/21/26 | Amended | $20,293,892 | $0 | Equity Only | SEC linkSEC | |
| 2025-12-1112/11/25 | New | $6,731,493 | $6,731,493 | Equity Only | 06b 3C 3C.5 | SEC linkSEC |
Directors and Executives (Current and Past)
| Name | Role |
|---|---|
| N/A Apollo Re Exchange, Llc | Executive |
| N/A Ax Essential Retail Portfolio Manager, Llc | Executive |
| N/A Ax Iii Depositor, Llc | Executive |
| Matthew Breitfelder | Executive |
| Brian Carney | Executive |
| Whitney Chatterjee | Executive |
| Heather Glatter | Executive |
| Benjamin Israel | Executive |
| Martin B. Kelly | Executive |
| Scott Kleinman | Executive |
| William B. Kuesel | Executive |
| Mandee Lee | Executive |
| Yael Levy | Executive |
| Jessica L. Lomm | Executive |
| Catherine Mullarney | Executive |
| Nari Na | Executive |
| Katherine G. Newman | Executive |
| Stuart A. Rothstein | Executive |
| Stefanie Sundel | Executive |
| Shari Vershell | Executive |
| Johannes Worsoe | Executive |
| James Zelter | Executive |
| John Zito | Executive |
Industry: Other Real Estate (See others in industry)
Address:
9 West 57 Th Street 42 Nd Floor
New York, NY, 10019
Phone: (212) 515-3200
New York, NY, 10019
Phone: (212) 515-3200