# 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 2026-04-13. The offering totals $91.5M, of which $48.5M was reported sold. Industry: Other Real Estate.

## Offering

- Filed: 2026-04-13
- Form: D/A
- Accession: 0002100640-26-000006
- Industry: Other Real Estate
- Exemptions: 06b,3C,3C.5
- Total offering: $91.5M
- Amount sold: $48.5M
- Remaining: $43.1M
- Minimum investment: $25K
- Investors: 52
- Security types: equity, fund interests
- Revenue range: Decline to Disclose
- SEC file number: 021-566537

## Issuer

- Name: AX Essential Retail Portfolio, DST
- CIK: 0002100640
- Entity type: Other
- Jurisdiction: DELAWARE
- Incorporated: 2025
- Address: 9 WEST 57TH STREET 42ND FLOOR, NEW YORK, NY, 10019
- Phone: (212) 515-3200

## Officers, directors & promoters (58)

_Showing 25 of 58 people._

| Name | Role | Location |
| --- | --- | --- |
| Shari A Vershell | Executive Officer | New York, NY |
| James A Zelter | Executive Officer | New York, NY |
| N/A Apollo RE Exchange, LLC | Executive Officer | New York, NY |
| N/A Apollo RE Exchange, LLC | Related Person | New York, NY |
| Benjamin Israel | Executive Officer | New York, NY |
| Benjamin Israel | Related Person | New York, NY |
| John Zito | Executive Officer | New York, NY |
| John Zito | Related Person | New York, NY |
| Stefanie A Sundel | Executive Officer | New York, NY |
| Brian Carney | Executive Officer | New York, NY |
| Brian Carney | Related Person | New York, NY |
| Nari Na | Executive Officer | New York, NY |
| Nari Na | Related Person | New York, NY |
| Johannes A Worsoe | Executive Officer | New York, NY |
| Whitney Chatterjee | Executive Officer | New York, NY |
| Whitney Chatterjee | Related Person | New York, NY |
| Scott Kleinman | Executive Officer | New York, NY |
| Scott Kleinman | Related Person | New York, NY |
| Heather Glatter | Executive Officer | New York, NY |
| Heather Glatter | Related Person | New York, NY |
| Matthew Breitfelder | Executive Officer | New York, NY |
| Matthew Breitfelder | Related Person | New York, NY |
| N/A AX III Depositor, LLC | Executive Officer | New York, NY |
| N/A AX III Depositor, LLC | Related Person | New York, NY |
| N/A AX Essential Retail Portfolio Manager, LLC | Executive Officer | New York, NY |

## Other filings by this issuer (9)

| Filed | Form | Offering | Sold |
| --- | --- | --- | --- |
| [2026-07-09](https://search.stillhousedata.com/formd/0002100640-26-000010) | D/A | $91.5M | $77.6M |
| [2026-06-11](https://search.stillhousedata.com/formd/0002100640-26-000009) | D/A | $91.5M | $69.3M |
| [2026-05-21](https://search.stillhousedata.com/formd/0002100640-26-000008) | D/A | $91.5M | $67.3M |
| [2026-04-30](https://search.stillhousedata.com/formd/0002100640-26-000007) | D/A | $91.5M | $57.4M |
| [2026-03-25](https://search.stillhousedata.com/formd/0002100640-26-000005) | D/A | $91.5M | $44.8M |
| [2026-03-04](https://search.stillhousedata.com/formd/0002100640-26-000003) | D/A | $91.5M | $39.4M |
| [2026-02-17](https://search.stillhousedata.com/formd/0002100640-26-000002) | D/A | $91.5M | $27.9M |
| [2026-01-21](https://search.stillhousedata.com/formd/0002100640-26-000001) | D/A | $91.5M | $20.3M |
| [2025-12-11](https://search.stillhousedata.com/formd/0002100640-25-000001) | D | $91.5M | $6.7M |

## More

- [CIK 2100640 on SEC EDGAR (source of record)](https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2100640&type=&dateb=&owner=include&count=40)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/formd/0002100640-26-000006.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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