0001995294-24-000002.txt : 20240412 0001995294-24-000002.hdr.sgml : 20240412 20240411173345 ACCESSION NUMBER: 0001995294-24-000002 CONFORMED SUBMISSION TYPE: D/A PUBLIC DOCUMENT COUNT: 1 ITEM INFORMATION: 06b FILED AS OF DATE: 20240412 DATE AS OF CHANGE: 20240411 EFFECTIVENESS DATE: 20240412 FILER: COMPANY DATA: COMPANY CONFORMED NAME: ADREX Diversified 4 DST CENTRAL INDEX KEY: 0001995294 ORGANIZATION NAME: IRS NUMBER: 936524037 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: D/A SEC ACT: 1933 Act SEC FILE NUMBER: 021-493273 FILM NUMBER: 24839496 BUSINESS ADDRESS: STREET 1: 1200 17TH STREET STREET 2: SUITE 2900 CITY: DENVER STATE: CO ZIP: 80202 BUSINESS PHONE: 866-324-7348 MAIL ADDRESS: STREET 1: 1200 17TH STREET STREET 2: SUITE 2900 CITY: DENVER STATE: CO ZIP: 80202 D/A 1 primary_doc.xml X0708 D/A LIVE 0001995294 ADREX Diversified 4 DST 1200 17TH STREET SUITE 2900 DENVER CO COLORADO 80202 866-324-7348 DELAWARE None None Other Statutory Trust true 2023 N/A Ares Diversified Real Estate Exchange LLC 1200 17th Street Suite 2900 Denver CO COLORADO 80202 Executive Officer Sponsor of the Issuer N/A ADREX Diversified 4 Manager LLC 1200 17th Street Suite 2900 Denver CO COLORADO 80202 Executive Officer Manager of the Issuer N/A ADREX Diversified 4 TRS LLC 1200 17th Street Suite 2900 Denver CO COLORADO 80202 Executive Officer Depositor of the Issuer Joshua J. Widoff 1200 17th Street Suite 2900 Denver CO COLORADO 80202 Executive Officer Partner of the indirect owner of ADREX Diversified 4 Manager LLC Other Real Estate Decline to Disclose 06b true 0001995294-24-000001 2023-10-19 false true false 500000 Ares Wealth Management Solutions, LLC 119546 None None 1200 17th Street Suite 2900 Denver CO COLORADO 80202 All States false Wells Fargo Advisors, LLC 19616 None None One North Jefferson Avenue Mail Code: H0004-063 St. Louis MO MISSOURI 63103 CA CALIFORNIA FL FLORIDA NJ NEW JERSEY NY NEW YORK NC NORTH CAROLINA OR OREGON SD SOUTH DAKOTA TX TEXAS WA WASHINGTON false Robert W. Baird & Co. Incorporated 8158 None None 777 E. Wisconsin Avenue Milwaukee WI WISCONSIN 53202 CA CALIFORNIA CO COLORADO IN INDIANA MI MICHIGAN MS MISSISSIPPI NC NORTH CAROLINA false UBS Securities LLC 7654 None None 1285 Avenue of the Americas New York NV NEVADA 10019 CA CALIFORNIA FL FLORIDA ID IDAHO IL ILLINOIS KY KENTUCKY MA MASSACHUSETTS NJ NEW JERSEY OH OHIO TX TEXAS VT VERMONT false Ameriprise Financial Services, LLC 6363 None None 707 2nd Avenue South Minneapolis MN MINNESOTA 55402 CA CALIFORNIA CO COLORADO HI HAWAII MA MASSACHUSETTS MT MONTANA NY NEW YORK OR OREGON PA PENNSYLVANIA TN TENNESSEE TX TEXAS UT UTAH VA VIRGINIA WI WISCONSIN false RBC Capital Markets, LLC 31194 None None 3 World Financial Center 200 Vesey Street New York NY NEW YORK 10281 CA CALIFORNIA false U.S. Bancorp Investments, Inc. 17868 None None 60 Livingston Avenue EP-MN-WN3C Saint Paul MN MINNESOTA 55107 ID IDAHO IA IOWA false Raymond James Financial Services, Inc. 6694 None None 880 Carillon Parkway St. Petersburg FL FLORIDA 33716 LA LOUISIANA NH NEW HAMPSHIRE NC NORTH CAROLINA PA PENNSYLVANIA TX TEXAS false J.P. Morgan Private Bank 79 None None 383 Madison Avenue New York NY NEW YORK 10179 OH OHIO false Osaic Wealth, Inc. 23131 None None 10 Exchange Place Suite 1410 Jersey City NJ NEW JERSEY 07302 IL ILLINOIS false Commonwealth Financial Network 8032 None None 29 Sawyer Road Waltham MA MASSACHUSETTS 02453 CO COLORADO MA MASSACHUSETTS NY NEW YORK false Securities America, Inc. 10205 None None 12325 Port Grace Blvd. Lavista NE NEBRASKA 68128 CA CALIFORNIA OH OHIO false Morgan Stanley 149777 None None 2000 Westchster Avenue Purchase NY NEW YORK 10577 CA CALIFORNIA DE DELAWARE FL FLORIDA GA GEORGIA IL ILLINOIS IN INDIANA MA MASSACHUSETTS NV NEVADA NJ NEW JERSEY NY NEW YORK TX TEXAS WA WASHINGTON false Woodbury Financial Services, Inc. 421 None None 7755 3rd Street North Oakdale MN MINNESOTA 55128 NE NEBRASKA false Concorde Investment Services, LLC 151604 None None 19500 Victor Parkway Suite 55 Livonia MI MICHIGAN 48152 CA CALIFORNIA NY NEW YORK false Mml Investors Services, LLC 10409 None None 1295 State Street Springfield MA MASSACHUSETTS 01111 TX TEXAS VA VIRGINIA false Rockefeller Financial LLC 291361 None None 45 Rockefeller Plaza Floor 5 New York NY NEW YORK 10111 DC DISTRICT OF COLUMBIA false Wells Fargo Advisors Financial Network LLC 11025 None None One North Jefferson Avenue, H0004-05B St. Louis MO MISSOURI 63103 FL FLORIDA false 226450000 226450000 0 false 134 12476584 true 0 true 10605096 true Estimate includes Dealer Manager Fee, Facilitation Fee and Organizational Exp. and RE Transaction Cost Allowance that may accrue to one or more related persons. false ADREX Diversified 4 DST Stefanie Sommers Stefanie Sommers Prin of ind owner of ADREX Diversified 4 Manager LLC 2024-04-11