Form D · Other Real Estate

Pharmacy Portfolio DST

Oak Brook, IL · CIK 0001489401

Offering snapshot reported Sep 17, 2010 · SEC filing

Reported sold
$12.7M
Offering amount: $12.7M
Investors reported
61
Form D · investor count
Minimum accepted
$100K
Reported outside-investor minimum
First sale
Mar 15, 2010
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$6.36M$12.7MApr 14, 2010: $1,362,575.00Apr 14, 2010Apr 27, 2010: $3,037,335.00May 19, 2010: $4,817,345.00May 19, 2010Jun 1, 2010: $7,817,529.00Jun 24, 2010: $11,973,338.00Jun 24, 2010Sep 17, 2010: $12,715,000.00Sep 17, 2010

Dates 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$11,973,338 → $12,715,000
  • Reported investors49 → 61

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Sep 17, 2010Amendment$12,715,000$741,662vs Jun 24, 201061SEC filing
Jun 24, 2010Amendment$11,973,338$4,155,809vs Jun 1, 201049SEC filing
Jun 1, 2010Amendment$7,817,529$3,000,184vs May 19, 201039SEC filing
May 19, 2010Amendment$4,817,345$1,780,010vs Apr 27, 201028SEC filing
Apr 27, 2010Amendment$3,037,335$1,674,760vs Apr 14, 201019SEC filing
Apr 14, 2010Initial$1,362,575No comparison10SEC filing

Offering details

Securities
Other
Exemptions
06
Duration over one year
No
Business combination
No
Sales commissions
$890K
Finders' fees
$0
Form D file number
021-140585
Beneficial interests in Delaware Statutory Trust reflecting beneficial interests in real estate.

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
Inland Securities Corporation15807Inland Securities Corporation · CRD 15807
Mark L. Lopez11289661st Global Capital Corp. · CRD 30349
Herman L. Kahn1866522NFP Securities, Inc. · CRD 42046
Jeffrey M. Wexler47064281st Global Capital Corp. · CRD 30349
Gary G. Benson1182211NFB Financial Group, LLC · CRD 137743
Jeffrey S. Cederberg4557771Primex · CRD 29394
Leonard R. Bettencourt40258971st Global Capital Corp. · CRD 30349
Mark C. Christenson2185958Morgan Keegan & Company, Inc. · CRD 4161
Michael T. Janis5308832Madison Avenue Securities, Inc. · CRD 23224
Haynes L. Kendall, Jr.1274737Independent Financial Group, LLC · CRD 7717
Scott A. Thomas2919642Western International Securities, Inc. · CRD 39262
Anand M. Savur1809528Proequities, Inc. · CRD 15708
Terry P. Ford4129455NFP Securities, Inc. · CRD 42046
Janet Peavy2746689NFP Securities, Inc. · CRD 42046
Michael C. Kirk4396710Sii Investments, Inc. · CRD 2225
Patrick R. Conway1337831Investacorp, Inc. · CRD 7684
James R. Kennedy1961588VSR Financial Services, Inc. · CRD 14503
Alex J. Kowalski4495275Berthel, Fisher & Company Financial Services, Inc. · CRD 13609
Brian G. Brown810068FSC Securities Corporation · CRD 7461
Andrew S. Perri2801727Berthel, Fisher & Company Financial Services, Inc. · CRD 13609
John G. Chess4812430Investors Capital Corp. · CRD 30613
Gerald A. Beaullieu, IV40515181st Global Capital Corp. · CRD 30349
Timothy J. Scheibel, Sr.1749844Investacorp, Inc. · CRD 7684
Michael P. Dolan, Jr.2258670Independent Financial Group, LLC · CRD 7717
Jack R. Sauther5107401Independent Financial Group, LLC · CRD 7717
Raymond W. Harrison2287436Proequities, Inc. · CRD 15708
Brian A. Peardon4819319Proequities, Inc. · CRD 15708
Juan C. Salazar4859034Woodbury Financial Services, Inc. · CRD 421
Deanna R. Pickering49024391st Global Capital Corp. · CRD 30349
Nathaniel M. Kuhn4624143Investacorp, Inc. · CRD 7684
George W. Simpson1083026National Planning Association · CRD 29604
Edward J. Waldron, III2216457Investors Capital Corp. · CRD 30613
Toni L. Sutherland2729672Independent Financial Group, LLC · CRD 7717
Thomas J. Goodson1332233Securities America, Inc. · CRD 10205
Shirley J. Ju1612247Steven L. Falk & Associates, Inc. · CRD 14297
John S. Weiss1097536Crown Capital Securities, L.P. · CRD 6312
Scott S. Brown43224201st Global Capital Corp. · CRD 30349
Shannon M. Taggart4213523Commonwealth Financial Network · CRD 8032

Source: Form D, filed Sep 17, 2010. 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.

People and organizations reported in Form D filings
NameReported role
Exchange Corporation Inland Real Estate Promoter
Portfolio, L.L.C. Pharmacy Promoter
Portfolio Exchange, L.L.C. Pharmacy Promoter

Issuer details

Industry: Other Real Estate (See others in industry)

Address:
2901 Butterfield Road
Oak Brook, IL, 60523