Form D · Other Real Estate

W Pharmacy I DST

Oak Brook, IL · CIK 0001561228

Offering snapshot reported Mar 4, 2013 · SEC filing

Reported sold
$13.4M
Offering amount: $13.4M
Investors reported
35
Form D · investor count
Minimum accepted
$25K
Reported outside-investor minimum
First sale
Oct 25, 2012
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$6.72M$13.4MNov 2, 2012: $299,126.00Nov 2, 2012Nov 28, 2012: $1,185,759.00Dec 12, 2012: $6,534,817.00Dec 28, 2012: $7,079,607.00Jan 9, 2013: $11,592,069.00Jan 18, 2013: $12,306,105.00Jan 29, 2013: $13,279,828.00Mar 4, 2013: $13,430,703.00Mar 4, 2013

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$13,279,828 → $13,430,703
  • Reported investors36 → 35

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Mar 4, 2013Amendment$13,430,703$150,875vs Jan 29, 201335SEC filing
Jan 29, 2013Amendment$13,279,828$973,723vs Jan 18, 201336SEC filing
Jan 18, 2013Amendment$12,306,105$714,036vs Jan 9, 201332SEC filing
Jan 9, 2013Amendment$11,592,069$4,512,462vs Dec 28, 201229SEC filing
Dec 28, 2012Amendment$7,079,607$544,790vs Dec 12, 201221SEC filing
Dec 12, 2012Amendment$6,534,817$5,349,058vs Nov 28, 201216SEC filing
Nov 28, 2012Amendment$1,185,759$886,633vs Nov 2, 20125SEC filing
Nov 2, 2012Initial$299,126No comparison2SEC filing

Offering details

Securities
Other
Exemptions
06
Duration over one year
No
Business combination
No
Sales commissions
$968K (estimated)
Finders' fees
$0
Form D file number
021-186447
Beneficial interests in Delaware Statutory Trust reflecting beneficial interests in real estate.
This response is based on the assumption that the full amount of the potential sales commissions will be earned and paid.

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
Inland Securities Corporation15807Inland Securities Corporation · CRD 15807
Joseph G. Michaletz1327534Triad Advisors, Inc. · CRD 15803
Robert R. Tweed2339324Concorde Investment Services, LLC · CRD 151604
Patrick R. Conway1337831Investacorp, Inc. · CRD 7684
Mark L. Lopez11289661st Global Capital Corp. · CRD 30349
Richard B. Sorensen1835676LPL Financial LLC · CRD 6413
Laila S. Marshall-Pence710521LPL Financial LLC · CRD 6413
Edward F. Heagen1279056LPL Financial LLC · CRD 6413
David L. Pimper1257514Calton & Associates, Inc. · CRD 20999
Michael A. Bendix5379777DFPG Investments, Inc. · CRD 155576
Daniel J. Luke4324353DFPG Investments, Inc. · CRD 155576
Thomas J. Ealy863042Investment Planners, Inc. · CRD 18557
Adam C. Ludwig4923562Investment Planners, Inc. · CRD 18557
Mark O. Coombe27336551st Global Capital Corp. · CRD 30349
Richard T. Lipprand1357439Financial West Group · CRD 16668
Jens A. Andersen, III44633151st Global Capital Corp. · CRD 30349
John G. Chess4812430Investacorp, Inc. · CRD 7684
Sally W. Ng1915190LPL Financial LLC · CRD 6413
Douglas W. Studer4440047Prime Capital Securities, Inc. · CRD 18334
Kyle H. Imholte54489501st Global Capital Corp. · CRD 30349
Corbin S. Thomas4234748McDermott Investment Services, LLC · CRD 154926
Robert W. Bruner2260319Questar Capital Corporation · CRD 43100
Bert L. Falley, II23096311st Global Capital Corp. · CRD 30349
Troy Thomas4691720McDermott Investment Services, LLC · CRD 154926
Tracy S. Bush2133258H. Beck, Inc. · CRD 1763
John H. Scully803539Centaurus Financial, Inc. · CRD 30833

Source: Form D, filed Mar 4, 2013. 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
Capital Corporation Inland Private Promoter
I, L.L.C. W Pharmacy Promoter
Exchange, L.L.C. W Pharmacy I Promoter

Issuer details

Industry: Other Real Estate (See others in industry)

Address:
2901 Butterfield Road
Oak Brook, IL, 60523