Form D · Other Real Estate

Wheaton Multifamily DST

Oak Brook, IL · CIK 0002047612

Offering snapshot reported Mar 9, 2026 · SEC filing

Reported sold
$121M
Offering amount: $121M
Investors reported
264
Form D · investor count
Minimum accepted
$25K
Reported outside-investor minimum
First sale
Dec 18, 2024
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$60.3M$121MMar 9, 2026: $120,518,506.00Mar 9, 2026Mar 9, 2026: $120,518,506.00Mar 9, 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.

No comparable changes in the displayed metrics.

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Mar 9, 2026Amendment$120,518,506$0vs Mar 9, 2026264SEC filing
Mar 9, 2026Amendment$120,518,506No comparison264SEC filing
Aug 29, 2025Amendment$99,399,223No comparison206SEC filing
Aug 13, 2025Amendment$75,236,107No comparison174SEC filing
Jul 16, 2025Amendment$64,372,907$5,562,385vs Jul 2, 2025146SEC filing
Jul 2, 2025Amendment$58,810,522$7,909,423vs Jun 18, 2025132SEC filing
Jun 18, 2025Amendment$50,901,099$5,370,245vs Jun 4, 2025110SEC filing
Jun 4, 2025Amendment$45,530,854$8,910,477vs May 1, 202599SEC filing
May 1, 2025Amendment$36,620,377$4,786,540vs Apr 18, 202575SEC filing
Apr 18, 2025Amendment$31,833,837$3,846,453vs Apr 2, 202565SEC filing
Apr 2, 2025Amendment$27,987,384$7,029,068vs Feb 28, 202552SEC filing
Feb 28, 2025Amendment$20,958,316$4,128,538vs Feb 14, 202530SEC filing
Feb 14, 2025Amendment$16,829,778$2,680,565vs Jan 31, 202518SEC filing
Jan 31, 2025Amendment$14,149,213$7,682,847vs Jan 15, 202513SEC filing
Jan 15, 2025Amendment$6,466,366$4,216,366vs Dec 27, 20247SEC filing
Dec 27, 2024Initial$2,250,000No comparison1SEC filing

Offering details

Securities
Equity, Pooled investment fund
Exemptions
06b, 3C, 3C.5
Duration over one year
No
Business combination
No
Sales commissions
$9.52M (estimated)
Finders' fees
$0 (estimated)
Form D file number
021-533458
Regarding Item 11, the Issuer may accept smaller investments in the Sponsor's sole discretion.
Sales Commissions include estimates of the maximum amount of Selling Commissions, Dealer Fees and Placement Agent Fees that may be paid.

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
RCX Capital Group, LLC114290
Realized Financial, Inc.22333
Chauner Securities, Inc.10075
Concorde Investment Services, LLC151604
DAI Securities, LLC36673
Metric Financial, LLC33324
Avantax Investment Services, Inc.13686
DFPG Investments, LLC155576
World Equity Group, Inc.29087
Cambridge Investment Research, Inc.39543
Independent Financial Group, LLC7717
IBN Financial Services, Inc.42360
American Trust Investment Services, Inc.3001
D.A. Davidson & Co.199
Muriel Siebert & Co., LLC5376
McDermott Investment Services, LLC154926
Geneos Wealth Management, Inc.120894
Berthel, Fisher & Company Financial Services, Inc.13609
Osaic Wealth, Inc.23131
Peak Brokerage Services, LLC157045
Lodas Securities, LLC313056
Ameritas Investment Company, LLC14869
FNEX Capital, LLC166316
Alexander Capital, L.P.40077
Emerson Equity LLC130032
Realta Equities, Inc.23769
Arkadios Capital282710
Centaurus Financial, Inc.30833
Cetera Advisor Networks, LLC13572
Nationwide Planning Associates, Inc.31029
M.S. Howells & Co.104100
Park Avenue Securities, Inc.46173
Stifel, Nicolaus & Company, Incorporated793
Wealthforge Securities, LLC152550
Blue Trust, Inc.None
XML Securities145589
LPL Financial LLC6413
Cetera Wealth Services, LLC13572
Cetera Advisors LLC10299
Harbour Investments, Inc.19258
Cetera Financial Specialists LLC10358
Hilltop Securities Inc.6220
Osaic Institutions, Inc.35371

Source: Form D, filed Mar 9, 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
Matthew Fries Executive
N/A Inland Private Capital Corporation Executive
Keith D. Lampi Executive
N/A Wheaton Multifamily Exchange, L.L.C. Executive
N/A Wheaton Multifamily, L.L.C. Executive

Issuer details

Industry: Other Real Estate (See others in industry)

Address:
C/O Inland Private Capital Corporation 2901 Butterfield Road
Oak Brook, IL, 60523