Form D · REITS and Finance
Wheeler REIT, L.P.
Virginia Beach, VA · CIK 0001563251
Offering snapshot reported Dec 20, 2016 · SEC filing
- Reported sold
- $76.3M Offering amount: $76.3M
- Investors reported
- 1 Form D · investor count
- Minimum accepted
- $0 Reported outside-investor minimum
- First sale
- Dec 6, 2016 As reported in this filing
Fundraising history
Reported soldDates 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$52,760,226 → $76,303,647
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Dec 20, 2016 | Amendment | $76,303,647 | $23,543,421vs Dec 19, 2016 | 1 | SEC filing |
| Dec 19, 2016 | Initial | $52,760,226 | No comparison | 1 | SEC filing |
| Nov 15, 2016 | Initial | $498,321 | No comparison | 14 | SEC filing |
| Nov 15, 2016 | Initial | $275,062 | No comparison | 9 | SEC filing |
| Apr 20, 2016 | Initial | $2,000,000 | No comparison | 1 | SEC filing |
| Feb 10, 2016 | Initial | $1,499,383 | No comparison | 1 | SEC filing |
| Sep 23, 2015 | Initial | $327 | No comparison | 1 | SEC filing |
| Jul 15, 2015 | Initial | $246,893 | No comparison | 18 | SEC filing |
| Jun 17, 2015 | Amendment | $574,743 | $0vs Jun 9, 2015 | 19 | SEC filing |
| Jun 17, 2015 | Amendment | $1,327,655 | $752,912vs Jun 17, 2015 | 19 | SEC filing |
| Jun 9, 2015 | Initial | $574,743 | No comparison | 19 | SEC filing |
| Apr 3, 2015 | Initial | $10,000,000 | No comparison | 1 | SEC filing |
| Oct 28, 2014 | Initial | $6,750,000 | No comparison | 1 | SEC filing |
| Aug 4, 2014 | Initial | $492,169 | No comparison | 8 | SEC filing |
| Jul 9, 2014 | Initial | $744,639 | No comparison | 42 | SEC filing |
| Jun 30, 2014 | Amendment | $196,850 | $3,425vs Dec 20, 2013 | 10 | SEC filing |
| Dec 20, 2013 | Initial | $193,425 | No comparison | 10 | SEC filing |
| Nov 1, 2013 | Initial | $712,373 | No comparison | 10 | SEC filing |
| Jan 16, 2013 | Initial | $494,118 | No comparison | 27 | SEC filing |
| Jan 16, 2013 | Initial | $256,309 | No comparison | 2 | SEC filing |
| Nov 29, 2012 | Initial | $13,286,910 | No comparison | 240 | SEC filing |
Offering details
- Securities
- Equity, Other
- Exemptions
- 06b
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $0
- Finders' fees
- $0
- Form D file number
- 021-276548
Wheeler REIT, L.P., is exchanging common units worth up to $76,303,647 for up to $76,303,647 in cash raised by its General Partner in a private placement transaction.
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| n/a | None |
Source: Form D, filed Dec 20, 2016. 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.
| Name | Reported role |
|---|---|
| Jon S. Wheeler | Director, Executive |
Issuer details
Industry: REITS and Finance (See others in industry)
Address:Virginia Beach, VA, 23452