0001619928-14-000004.txt : 20141224 0001619928-14-000004.hdr.sgml : 20141224 20141224094832 ACCESSION NUMBER: 0001619928-14-000004 CONFORMED SUBMISSION TYPE: D/A PUBLIC DOCUMENT COUNT: 1 ITEM INFORMATION: 06b FILED AS OF DATE: 20141224 DATE AS OF CHANGE: 20141224 EFFECTIVENESS DATE: 20141224 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Medical Office Portfolio DST CENTRAL INDEX KEY: 0001619928 IRS NUMBER: 306442056 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: D/A SEC ACT: 1933 Act SEC FILE NUMBER: 021-225186 FILM NUMBER: 141308954 BUSINESS ADDRESS: STREET 1: 2901 BUTTERFIELD ROAD CITY: OAK BROOK STATE: IL ZIP: 60523 BUSINESS PHONE: 630-218-8000 MAIL ADDRESS: STREET 1: 2901 BUTTERFIELD ROAD CITY: OAK BROOK STATE: IL ZIP: 60523 D/A 1 primary_doc.xml X0707 D/A LIVE 0001619928 Medical Office Portfolio DST 2901 BUTTERFIELD ROAD OAK BROOK IL ILLINOIS 60523 630-218-8000 DELAWARE None None Other Delaware Statutory Trust true 2014 Capital Corporation Inland Private 2901 Butterfield Road Oak Brook IL ILLINOIS 60523 Promoter Sponsor of the Issuer. Portfolio, L.L.C. Medical Office 2901 Butterfield Road Oak Brook IL ILLINOIS 60523 Promoter Depositor of the Issuer. Portfolio Exchange, L.L.C. Medical Office 2901 Butterfield Road Oak Brook IL ILLINOIS 60523 Promoter Signatory Trustee of the Issuer. Other Real Estate Decline to Disclose 06b true 0001619928-14-000003 2014-09-10 false true Beneficial interests in Delaware Statutory Trust reflecting beneficial interests in real estate. false 25000 Nathaniel M. Kuhn 451126 Concorde Investment Services, LLC 151604 1100 West Northwest Highway, Suite 114 Mt. Prospect IL ILLINOIS 60056 IL ILLINOIS IA IOWA false Robert S. Smith 1412333 Concorde Investment Services, LLC 151604 5000 Meadows Road, Suite 230 Lake Oswego OR OREGON 97035 OR OREGON false Joseph G. Michaletz 1327534 Triad Advisors, Inc. 25803 150 St. Andrews Court, Suite 210 Mankato MN MINNESOTA 56001 MN MINNESOTA TX TEXAS false Mark G. Kosanke 2317906 Concorde Investment Services, LLC 151604 1120 East Long Lake Road, Suite 250 Troy MI MICHIGAN 48085 MI MICHIGAN false Trawnegan Gall 6266415 Sandlapper Securities, LLC 137906 1 City Boulevard West, Suite 870 Orange CA CALIFORNIA 92868 CA CALIFORNIA MN MINNESOTA NJ NEW JERSEY false Edwin T. Suzuki 4851317 Newport Coast Securities, Inc. 16944 18872 Macarthur Boulevard, Suite 100 Irvine CA CALIFORNIA 92612 CA CALIFORNIA false Chay T. Lapin 6275140 Concorde Investment Services, LLC 151604 927 Deep Valley Drive, Suite 196 Rolling Hills Estates CA CALIFORNIA 90274 CA CALIFORNIA false Susan J. Gitt 5580509 EDI Financial, Inc. 15699 1431 Greenway Drive, Suite 330 Irving TX TEXAS 75038 FL FLORIDA false Inland Securities Corporation 15807 Inland Securities Corporation 15807 2901 Butterfield Road Oak Brook IL ILLINOIS 60523 IL ILLINOIS false Peter A. Finnegan 1336798 Phalanx Trading, LLC 146993 65 Washington Street Hanover MA MASSACHUSETTS 02339 MA MASSACHUSETTS false James D. Warring 3198200 Triad Advisors, Inc. 25803 11 North Washington Street, Suite 720 Rockville MD MARYLAND 20850 MD MARYLAND false Joral T. Schmalle 4491484 Sigma Financial Corporation 14303 1009 Amito Drive Berkeley CA CALIFORNIA 94705 CA CALIFORNIA false John P. Gustavson 4045015 CliftonLarsonAllen Wealth Advisors, LLC 38357 220 South Sixth Street, Suite 300 Minneapolis MN MINNESOTA 55402-4505 MN MINNESOTA false William S. Sheehan 2328614 DFPG Investments, Inc. 155576 2 Orr Hatch Drive Cornwall NY NEW YORK 12518 MA MASSACHUSETTS false Robert R. Tweed 2339324 Concorde Investment Services, LLC 151604 2060 Huntington Drive, Suite 1 San Marino CA CALIFORNIA 91108 CA CALIFORNIA false 16543467 16543467 0 false 35 785815 true 0 This response is based on the assumption that the full amount of the potential sales commissions will be earned and paid. 1589027 true false Medical Office Portfolio DST /s/ Keith Lampi Keith Lampi COO of the Member of the Signatory Trustee 2014-12-24