Form D · REITS and Finance

Royal Oak Realty Trust Inc.

Rochester, NY · CIK 0001602498

Offering snapshot reported Jan 7, 2026 · SEC filing

Reported sold
$445M
Indefinite offering
Investors reported
1,422
Form D · investor count
Minimum accepted
$200K
Reported outside-investor minimum
First sale
Feb 28, 2014
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$223M$445MMar 14, 2014: $3,199,048.00Mar 14, 2014Mar 13, 2015: $12,224,688.00Feb 1, 2016: $12,745,113.00Jan 31, 2017: $31,858,243.00Jan 31, 2018: $58,752,445.00Jun 18, 2018: $63,944,615.00Dec 18, 2018: $73,480,598.00Dec 18, 2019: $110,282,365.00Dec 31, 2020: $163,775,554.00Sep 22, 2023: $348,806,716.00Jan 7, 2026: $445,115,063.00Jan 7, 2026

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$348,806,716 → $445,115,063
  • Reported investors959 → 1,422
  • Minimum accepted$100,000 → $200,000

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Jan 7, 2026Amendment$445,115,063$96,308,347vs Sep 22, 20231,422SEC filing
Jan 7, 2026Amendment$54,229,990$36,161,021vs Jun 15, 2023148SEC filing
Sep 22, 2023Amendment$348,806,716$345,607,668vs Mar 14, 2014959SEC filing
Jun 15, 2023Initial$18,068,969No comparison43SEC filing
Dec 31, 2020Amendment$163,775,554$160,576,506vs Mar 14, 2014630SEC filing
Dec 18, 2019Amendment$110,282,365$36,801,767vs Dec 18, 2018539SEC filing
Dec 18, 2018Amendment$73,480,598$9,535,983vs Jun 18, 2018412SEC filing
Jun 18, 2018Amendment$63,944,615$5,192,170vs Jan 31, 2018371SEC filing
Jan 31, 2018Amendment$58,752,445$26,894,202vs Jan 31, 2017345SEC filing
Jan 31, 2017Amendment$31,858,243$19,113,130vs Feb 1, 2016220SEC filing
Feb 1, 2016Amendment$12,745,113$520,425vs Mar 13, 2015137SEC filing
Mar 13, 2015Amendment$12,224,688$9,025,640vs Mar 14, 2014127SEC filing
Mar 14, 2014Initial$3,199,048No comparison17SEC filing

Offering details

Securities
Equity
Exemptions
06c
Duration over one year
Yes
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-213667

Source: Form D, filed Jan 7, 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.

People and organizations reported in Form D filings
NameReported role
Mark T. Allen Executive
Bruce E. Bender Executive
Thomas F. Bonadio Director
Laurence C. Glazer Director, Executive, Promoter
Daniel J. Goldstein Director, Executive, Promoter
William C. Green Director
R. Stan Holland Executive
Charles R. Knittle Executive
Charles E. Lannon Director
Deborah J. Mc Lean Director
Robert C. Morgan Director
Martin Mucci Director
Edward J. Pettinella Director
E. Philip Saunders Director
Matthew J. Zappia Executive

Issuer details

Industry: REITS and Finance (See others in industry)

Address:
600 East Avenue Suite 200
Rochester, NY, 14607