Form D · Other Investment Fund
HEITMAN AMERICA REAL ESTATE TRUST L P
Chicago, IL · CIK 0001386847
Offering snapshot reported Jun 18, 2026 · SEC filing
- Reported sold
- $9.02B Indefinite offering
- Investors reported
- 153 Form D · investor count
- Minimum accepted
- $150K Reported outside-investor minimum
- First sale
- Jan 4, 2007 As reported in this filing
Fundraising history
Reported soldDates are filing dates, not cash receipt dates. Decreases are reported revisions, not evidence of withdrawals. Separate offering histories are not added together.
What changed?
Latest filing versus its linked predecessor, where available.
- Reported sold$8,851,283,010 → $9,022,283,010
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Jun 18, 2026 | Amendment | $9,022,283,010 | $171,000,000vs Jun 20, 2025 | 153 | SEC filing |
| Jun 20, 2025 | Amendment | $8,851,283,010 | $40,485,000vs Jun 20, 2024 | 153 | SEC filing |
| Jun 20, 2024 | Amendment | $8,810,798,010 | $0vs Jun 22, 2023 | 149 | SEC filing |
| Jun 22, 2023 | Amendment | $8,810,798,010 | $155,800,000vs Jun 24, 2022 | 149 | SEC filing |
| Jun 24, 2022 | Amendment | $8,654,998,010 | $318,625,000vs Jun 24, 2021 | 141 | SEC filing |
| Jun 24, 2021 | Amendment | $8,336,373,010 | $279,003,000vs Jun 23, 2020 | 138 | SEC filing |
| Jun 23, 2020 | Amendment | $8,057,370,010 | $81,207,115vs Jun 25, 2019 | 136 | SEC filing |
| Jun 25, 2019 | Amendment | $7,976,162,895 | $0vs Jun 5, 2019 | 135 | SEC filing |
| Jun 5, 2019 | Amendment | $7,976,162,895 | $582,872,895vs Jun 5, 2018 | 135 | SEC filing |
| Jun 5, 2018 | Amendment | $7,393,290,000 | $637,226,974vs Jun 30, 2017 | 130 | SEC filing |
| Jun 30, 2017 | Amendment | $6,756,063,026 | $1,246,380,889vs Jun 1, 2016 | 115 | SEC filing |
| Jun 1, 2017 | Amendment | $6,756,063,026 | $1,246,380,889vs Jun 1, 2016 | 115 | SEC filing |
| Jun 1, 2016 | Amendment | $5,509,682,137 | $2,426,668,873vs Jan 21, 2014 | 97 | SEC filing |
| Jan 21, 2014 | Amendment | $3,083,013,264 | $726,113,411vs Jan 15, 2013 | 73 | SEC filing |
| Jan 15, 2013 | Amendment | $2,356,899,853 | $744,449,853vs Jan 12, 2012 | 46 | SEC filing |
| Jan 12, 2012 | Amendment | $1,612,450,000 | $404,950,000vs Jan 12, 2011 | 33 | SEC filing |
| Jan 12, 2011 | Amendment | $1,207,500,000 | $407,500,000vs Jan 19, 2010 | 19 | SEC filing |
| Jan 19, 2010 | Amendment | $800,000,000 | No comparison | 9 | SEC filing |
| Jan 11, 2007 | Paper | Not reported | No comparison | Not reported | SEC filing |
Offering details
- Securities
- Equity, Pooled investment fund
- Exemptions
- 06b, 3C, 3C.7
- Duration over one year
- Yes
- Business combination
- No
- Sales commissions
- $100K (estimated)
- Finders' fees
- $0
- Form D file number
- 021-98848
$50,000 each for Heitman Securities LLC and Heitman International PTY.
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| HEITMAN SECURITIES LLC | 13620 | |
| Heitman International HK Limited | 170550 | |
| HEITMAN U.K. LIMITED | None | |
| Heitman International Real Estate Securities PTY Limited | 154476 |
Source: Form D, filed Jun 18, 2026. Minimum accepted may differ from a standard advertised minimum.
Fund connections
No confirmed ADV fund connection is available for this issuer.
People & organizations
Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.
| Name | Reported role |
|---|---|
| Howard J. Edelman | Executive |
| Pete Fawcett | Executive |
| Lewis S. Ingall | Executive |
| Stuart C. Katz | Executive |
| Blaise P. Keane | Executive |
| Amy Krass | Executive |
| Mary Ludgin | Executive |
| Thomas D. Mccarthy | Executive |
| David B. Perisho | Executive |
| Roger E. Smith | Executive |
| Maury R. Tognarelli | Executive |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:Chicago, IL, 60606