Form D · Other Real Estate

Self-Storage Portfolio XIII DST

Oak Brook, IL · CIK 0001879888

Offering snapshot reported Feb 17, 2022 · SEC filing

Reported sold
$68.4M
Offering amount: $68.4M
Investors reported
155
Form D · investor count
Minimum accepted
$25K
Reported outside-investor minimum
First sale
Aug 10, 2021
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$34.2M$68.4MAug 24, 2021: $0.00Aug 24, 2021Oct 28, 2021: $0.00Oct 28, 2021Feb 17, 2022: $68,366,903.00Feb 17, 2022

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$0 → $68,366,903
  • Reported investors0 → 155

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Feb 17, 2022Amendment$68,366,903$68,366,903vs Oct 28, 2021155SEC filing
Oct 28, 2021Amendment$0$0vs Aug 24, 20210SEC filing
Aug 24, 2021Initial$0No comparisonNot reportedSEC filing

Offering details

Securities
Equity
Exemptions
06b
Duration over one year
No
Business combination
No
Sales commissions
$3.42M (estimated)
Finders' fees
$0
Form D file number
021-411068

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
Inland Securities Coporation15807
Arkadios Capital282710
AMERICAN INVESTORS COMPANY38
American Trust Investment Services Inc3001
Aurora Securities46147
Avantax Investment Services Inc13686
Cambridge Investment Research, Inc.39543
CAPE SECURITIES INC.7072
Centaurus Financial, Inc.30833
Cetera Advisor Networks, LLC13572
Cetera Advisors, LLC10299
Cetera Investment Services, LLC15340
COLORADO FINANCIAL SERVICE CORPORATION104343
Concorde Investment Services, LLC151604
Rainmaker Securities, LLC132995
Thornhill Securities, Inc.22333
Great Point Capital LLC114203
Lightpath Capital, Inc.34617
McDermott Investment Services, LLC154926
Emerson Equity LLC130032
Royal Alliance Associates, Inc.23131
RCX Capital Group, LLC114290
Sagepoint Financial, Inc.133763
DAI Securities, LLC36673
DFPG Investments, LLC155576
Woodbury Financial Services, Inc.421
Benchmark Investments, LLC103792
Independence Capital Co., Inc.24723
Madison Avenue Securities, LLC23224
Crown Capital Securities, L.P.6312
Lion Street Financial, LLC165828
Stifel, Nicolaus & Company, Incorporated793
Westpark Capital, Inc.39914
WealthForge Securities, LLC152550
Western International Securities, Inc.39262
Kovack Securities Inc.44848
Securities America, Inc.10205
Whitehall-Parker Securities, Inc.10608
Huntwicke Securities, LLC146993
Concourse Financial Group Securities, Inc.15708
Muriel Siebert & Co., Inc.5376
International Assets Advisory, LLC10645
Nationwide Planning Associates Inc.31029
NexTrend Securities, Inc.43710
Triad Advisors LLC25803
Wintrust Investments LLC875

Source: Form D, filed Feb 17, 2022. 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
N/A Inland Private Capital Corporation Executive
Keith D. Lampi Executive
N/A Self Storage Portfolio Xiii Exchange, L.L.C. Executive
N/A Self Storage Portfolio Xiii, L.L.C. Executive

Issuer details

Industry: Other Real Estate (See others in industry)

Address:
2901 Butterfield Road
Oak Brook, IL, 60523