0002047612-25-000010.txt : 20250702
0002047612-25-000010.hdr.sgml : 20250702
20250702104548
ACCESSION NUMBER: 0002047612-25-000010
CONFORMED SUBMISSION TYPE: D/A
PUBLIC DOCUMENT COUNT: 1
ITEM INFORMATION: 06b
ITEM INFORMATION: Investment Company Act Section 3(c)
ITEM INFORMATION: Section 3(c)(5)
FILED AS OF DATE: 20250702
DATE AS OF CHANGE: 20250702
EFFECTIVENESS DATE: 20250702
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Wheaton Multifamily DST
CENTRAL INDEX KEY: 0002047612
ORGANIZATION NAME:
EIN: 336462645
STATE OF INCORPORATION: DE
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: D/A
SEC ACT: 1933 Act
SEC FILE NUMBER: 021-533458
FILM NUMBER: 251098849
BUSINESS ADDRESS:
STREET 1: C/O INLAND PRIVATE CAPITAL CORPORATION
STREET 2: 2901 BUTTERFIELD ROAD
CITY: OAK BROOK
STATE: IL
ZIP: 60523
BUSINESS PHONE: (630) 218-8000
MAIL ADDRESS:
STREET 1: C/O INLAND PRIVATE CAPITAL CORPORATION
STREET 2: 2901 BUTTERFIELD ROAD
CITY: OAK BROOK
STATE: IL
ZIP: 60523
D/A
1
primary_doc.xml
X0708
D/A
LIVE
0002047612
Wheaton Multifamily DST
C/O INLAND PRIVATE CAPITAL CORPORATION
2901 BUTTERFIELD ROAD
OAK BROOK
IL
ILLINOIS
60523
(630) 218-8000
DELAWARE
None
None
Other
Delaware Statutory Trust
true
2024
N/A
Inland Private Capital Corporation
2901 Butterfield Road
Oak Brook
IL
ILLINOIS
60523
Executive Officer
Sponsor of the Issuer
N/A
Wheaton Multifamily Exchange, L.L.C.
c/o Inland Private Capital Corporation
2901 Butterfield Road
Oak Brook
IL
ILLINOIS
60523
Executive Officer
Signatory Trustee of the Issuer
N/A
Wheaton Multifamily, L.L.C.
c/o Inland Private Capital Corporation
2901 Butterfield Road
Oak Brook
IL
ILLINOIS
60523
Executive Officer
Depositor of the Issuer
Keith
D.
Lampi
c/o Inland Private Capital Corporation
2901 Butterfield Road
Oak Brook
IL
ILLINOIS
60523
Executive Officer
President/Chief Executive Officer of the Sponsor of the Issuer
Other Real Estate
Decline to Disclose
- 06b
- 3C
- 3C.5
true
0002047612-25-000009
2024-12-18
false
true
true
false
25000
RCX Capital Group, LLC
114290
None
None
2002 Timberloch Place
Suite 200
The Woodlands
TX
TEXAS
77380
CO
COLORADO
IL
ILLINOIS
NC
NORTH CAROLINA
OR
OREGON
false
Realized Financial, Inc.
22333
None
None
400 West 15th Street
Suite 700
Austin
TX
TEXAS
78701
CA
CALIFORNIA
MA
MASSACHUSETTS
NJ
NEW JERSEY
TX
TEXAS
false
Chauner Securities, Inc.
10075
None
None
666 Dundee Road
Suite 903
Northbrook
IL
ILLINOIS
60062
MO
MISSOURI
UT
UTAH
false
Concorde Investment Services, LLC
151604
None
None
3909 Research Park Drive
Suite 200
Ann Arbor
MI
MICHIGAN
48108
AZ
ARIZONA
CA
CALIFORNIA
MA
MASSACHUSETTS
WI
WISCONSIN
false
DAI Securities, LLC
36673
None
None
2800 Century Parkway NE
Suite 650
Atlanta
GA
GEORGIA
30345
CA
CALIFORNIA
IL
ILLINOIS
MI
MICHIGAN
MN
MINNESOTA
NJ
NEW JERSEY
NY
NEW YORK
OH
OHIO
false
Metric Financial, LLC
33324
None
None
1180 West Peachtree Street NW
Suite 1910
Atlanta
GA
GEORGIA
30309
FL
FLORIDA
false
Avantax Investment Services, Inc.
13686
None
None
3200 Olympus Boulevard
Suite 100
Dallas
TX
TEXAS
75019
AR
ARKANSAS
CA
CALIFORNIA
GA
GEORGIA
IL
ILLINOIS
MD
MARYLAND
MA
MASSACHUSETTS
NJ
NEW JERSEY
NY
NEW YORK
false
DFPG Investments, LLC
155576
None
None
9017 South Riverside Drive
Suite 210
Sandy
UT
UTAH
84070
CA
CALIFORNIA
MA
MASSACHUSETTS
NY
NEW YORK
UT
UTAH
false
World Equity Group, Inc.
29087
None
None
425 North Martingale Road
Suite 1220
Schaumburg
IL
ILLINOIS
60173
NE
NEBRASKA
false
Cambridge Investment Research, Inc.
39543
None
None
1776 Pleasant Plain Road
Fairfield
IA
IOWA
52556
CA
CALIFORNIA
CO
COLORADO
NJ
NEW JERSEY
OH
OHIO
VA
VIRGINIA
false
Independent Financial Group, LLC
7717
None
None
12671 High Bluff Drive
Suite 200
San Diego
CA
CALIFORNIA
92130
CA
CALIFORNIA
HI
HAWAII
NV
NEVADA
WI
WISCONSIN
false
IBN Financial Services, Inc.
42360
None
None
404 Old Liverpool Road
Liverpool
NY
NEW YORK
13088
NY
NEW YORK
false
American Trust Investment Services, Inc.
3001
None
None
1244 119th Street
Whitiing
IN
INDIANA
46394
AZ
ARIZONA
CA
CALIFORNIA
MA
MASSACHUSETTS
false
D.A. Davidson & Co.
199
None
None
8 Third Street North
Great Falls
MT
MONTANA
59401
CA
CALIFORNIA
false
Muriel Siebert & Co., LLC
5376
None
None
300 Vesey Street
5th Floor
New York
NY
NEW YORK
10282
MA
MASSACHUSETTS
false
McDermott Investment Services, LLC
154926
None
None
44 East Broad Street
2nd Floor
Bethlehem
PA
PENNSYLVANIA
18018
CA
CALIFORNIA
false
Geneos Wealth Management, Inc.
120894
None
None
9635 Maroon Circle
Suite 100
Englewood
CO
COLORADO
80112
OK
OKLAHOMA
false
Berthel, Fisher & Company Financial Services, Inc.
13609
None
None
4201 42nd Street NE
Suite 100
Cedar Rapids
IA
IOWA
52402
MT
MONTANA
false
Osaic Wealth, Inc.
23131
None
None
18700 North Hayden Road
Suite 255
Scottsdale
AZ
ARIZONA
85255
CA
CALIFORNIA
IL
ILLINOIS
MN
MINNESOTA
MO
MISSOURI
NJ
NEW JERSEY
false
Peak Brokerage Services, LLC
157045
None
None
1070 East Indiantown Road
Suite 208-210
Jupiter
FL
FLORIDA
33477
NY
NEW YORK
false
Lodas Securities, LLC
313056
None
None
7133 West 95th Street
Suite 205
Overland Park
KS
KANSAS
66121
IL
ILLINOIS
false
Ameritas Investment Company, LLC
14869
None
None
5900 "O" Street
Lincoln
NE
NEBRASKA
68510
CA
CALIFORNIA
false
FNEX Capital, LLC
166316
None
None
One Indiana Square
Suite 2252
Indianapolis
IN
INDIANA
46204
FL
FLORIDA
NY
NEW YORK
false
Alexander Capital, L.P.
40077
None
None
10 Drs James Parker Boulevard
Suite 202
Red Bank
NJ
NEW JERSEY
07701
MA
MASSACHUSETTS
false
Emerson Equity LLC
130032
None
None
155 Bovet Road
Suite 725
San Mateo
CA
CALIFORNIA
94402
CA
CALIFORNIA
MN
MINNESOTA
false
Realta Equities, Inc.
23769
None
None
12636 High Bluff Drive
Suite 300
San Diego
CA
CALIFORNIA
92130
IL
ILLINOIS
false
Arkadios Capital
282710
None
None
2827 Peachtree Road NE
Suite 510
Atlanta
GA
GEORGIA
30305
TN
TENNESSEE
false
Centaurus Financial, Inc.
30833
None
None
2300 East Katella Avenue
Suite #200
Anaheim
CA
CALIFORNIA
92806
CA
CALIFORNIA
false
Cetera Advisor Networks, LLC
13572
None
None
2301 Rosecrans Avenue
#5100
El Segundo
CA
CALIFORNIA
90245
MD
MARYLAND
NC
NORTH CAROLINA
false
Nationwide Planning Associates, Inc.
31029
None
None
32-16 Broadway Avenue
2nd Floor
Fair Lawn
NJ
NEW JERSEY
07410
NY
NEW YORK
false
M.S. Howells & Co.
104100
None
None
23350 North Pima Road
Scottsdale
AZ
ARIZONA
85255
UT
UTAH
false
120518506
58810522
61707984
Regarding Item 11, the Issuer may accept smaller investments in the Sponsor's sole discretion.
false
132
9520961
true
0
true
Sales Commissions include estimates of the maximum amount of Selling Commissions, Dealer Fees and Placement Agent Fees that may be paid.
4070956
true
Item 16 is an estimate of acquisition fees, reimbursements for certain acquisition and financing costs, and offering and organizational expenses that may accrue to one or more Related Persons.
false
Wheaton Multifamily DST
/s/ Keith D. Lampi
Keith D. Lampi
President/CEO of the Sponsor of the Issuer
2025-07-02