AX Essential Retail Portfolio, DST — Form D/A

AX Essential Retail Portfolio, DST of NEW YORK, NY, a pooled investment fund, filed a Form D amendment with the SEC on 2026-02-17. The offering totals $91.5M, of which $27.9M was reported sold. Industry: Other Real Estate.

Offering

Issuer

Officers, directors & promoters (58)

Showing 25 of 58 people.

NameRoleLocation
N/A Apollo RE Exchange, LLCRelated PersonNew York, NY
N/A AX Essential Retail Portfolio Manager, LLCRelated PersonNew York, NY
N/A AX III Depositor, LLCRelated PersonNew York, NY
Matthew BreitfelderRelated PersonNew York, NY
Brian CarneyRelated PersonNew York, NY
Whitney ChatterjeeRelated PersonNew York, NY
Heather GlatterRelated PersonNew York, NY
Benjamin IsraelRelated PersonNew York, NY
Martin B. KellyRelated PersonNew York, NY
Scott KleinmanRelated PersonNew York, NY
William B. KueselRelated PersonNew York, NY
Mandee LeeRelated PersonNew York, NY
Yael LevyRelated PersonNew York, NY
Jessica L. LommRelated PersonNew York, NY
Catherine MullarneyRelated PersonNew York, NY
Nari NaRelated PersonNew York, NY
Katherine G. NewmanRelated PersonNew York, NY
Stuart A. RothsteinRelated PersonNew York, NY
Stefanie SundelRelated PersonNew York, NY
Shari VershellRelated PersonNew York, NY
Johannes WorsoeRelated PersonNew York, NY
James ZelterRelated PersonNew York, NY
John ZitoRelated PersonNew York, NY
Shari A VershellExecutive OfficerNew York, NY
James A ZelterExecutive OfficerNew York, NY

Other filings by this issuer (9)

FiledFormOfferingSold
2026-07-09D/A$91.5M$77.6M
2026-06-11D/A$91.5M$69.3M
2026-05-21D/A$91.5M$67.3M
2026-04-30D/A$91.5M$57.4M
2026-04-13D/A$91.5M$48.5M
2026-03-25D/A$91.5M$44.8M
2026-03-04D/A$91.5M$39.4M
2026-01-21D/A$91.5M$20.3M
2025-12-11D$91.5M$6.7M

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