Form D/A — AX Essential Retail Portfolio, DST
0002100640-26-000009 · filed Jun 11, 2026
Offering amounts describe securities offered; amounts sold are issuer-reported as of each filing. Amendments can repeat earlier amounts. We do not add these figures into a capital-raised total. Missing amounts are not zero. Data coverage and methodology · How to interpret the amounts.
Check this disclosure on SEC EDGAR · More Other Real Estate filings
Offering
- Industry
- Other Real Estate
- Exemptions
- 06b, 3C, 3C.5
- Reported offering amount
- $91,520,000
- Reported amount sold
- $69,315,095
- Minimum investment
- $25,000
- Investors
- 89
- Sales commission
- $5,948,000
- Finders' fees
- $0
Issuer
- Name
- AX Essential Retail Portfolio, DST
- CIK
- 2100640
- Entity
- Other
- Jurisdiction
- DELAWARE
- Year incorporated
- 2025
- Address
- 9 WEST 57TH STREET
NEW YORK, NY 10019 - Phone
- (212) 515-3200
Related persons
May not be accurate — issuers self-report this list and the SEC does not verify it. Cross-check the original SEC EDGAR filing if accuracy matters.
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N/A Apollo RE Exchange, LLC · Executive OfficerNew York, NY Find on LinkedIn ↗
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N/A AX Essential Retail Portfolio Manager, LLC · Executive OfficerNew York, NY Find on LinkedIn ↗
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N/A AX III Depositor, LLC · Executive OfficerNew York, NY Find on LinkedIn ↗
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Nari Na · Executive OfficerNew York, NY Find on LinkedIn ↗
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Scott Kleinman · Executive OfficerNew York, NY Find on LinkedIn ↗
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John Zito · Executive OfficerNew York, NY Find on LinkedIn ↗
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Matthew Breitfelder · Executive OfficerNew York, NY Find on LinkedIn ↗
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Brian Carney · Executive OfficerNew York, NY Find on LinkedIn ↗
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Whitney Chatterjee · Executive OfficerNew York, NY Find on LinkedIn ↗
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Heather Glatter · Executive OfficerNew York, NY Find on LinkedIn ↗
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Benjamin Israel · Executive OfficerNew York, NY Find on LinkedIn ↗
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Martin B. Kelly · Executive OfficerNew York, NY Find on LinkedIn ↗
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William B. Kuesel · Executive OfficerNew York, NY Find on LinkedIn ↗
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Mandee Lee · Executive OfficerNew York, NY Find on LinkedIn ↗
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Yael Levy · Executive OfficerNew York, NY Find on LinkedIn ↗
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Jessica L. Lomm · Executive OfficerNew York, NY Find on LinkedIn ↗
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Catherine Mullarney · Executive OfficerNew York, NY Find on LinkedIn ↗
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Katherine G. Newman · Executive OfficerNew York, NY Find on LinkedIn ↗
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Stuart A. Rothstein · Executive OfficerNew York, NY Find on LinkedIn ↗
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Stefanie Sundel · Executive OfficerNew York, NY Find on LinkedIn ↗
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Shari Vershell · Executive OfficerNew York, NY Find on LinkedIn ↗
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Johannes Worsoe · Executive OfficerNew York, NY Find on LinkedIn ↗
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James Zelter · Executive OfficerNew York, NY Find on LinkedIn ↗
Other filings from this issuer
- Form D/A — Sep 28, 2026 — 0002100640-26-000012
- Form D/A — Aug 14, 2026 — 0002100640-26-000011
- Form D/A — Jul 9, 2026 — 0002100640-26-000010
- Form D/A — May 21, 2026 — 0002100640-26-000008
- Form D — Apr 30, 2026 — 0002100640-26-000007
- Form D — Apr 13, 2026 — 0002100640-26-000006
- Form D — Mar 25, 2026 — 0002100640-26-000005
- Form D — Mar 4, 2026 — 0002100640-26-000003
- Form D — Feb 17, 2026 — 0002100640-26-000002
- Form D — Jan 21, 2026 — 0002100640-26-000001
View the original filing on SEC EDGAR ↗