Broker-dealer · Form D Item 12

Kestra Investment Services, LLC

Kestra Investment Services, LLC (FINRA CRD 42046) is named in Item 12 of the Form D filings for 10 DST offerings with a Top1031 record, from 2009 to 2026.

FINRA CRD
42046
DST offerings
10
Sponsors
5
First named
2009
Latest named
2026
Source
SEC Form D, Item 12
FINRA BrokerCheck ↗

Item 12 does not report what any one firm was paid: selling commissions in a Form D are reported for the whole offering, so this page shows none.

A firm's appearance here is a fact from an SEC filing. It is not an endorsement, a rating or a recommendation of the firm or of any offering.

Offerings by year

Year first filedOfferings
20261
20255
20221
20101
20092

Offerings by sponsor

SponsorOfferings
Blue Owl1
Cantor Fitzgerald1
Cottonwood Communities1
Hines2
Inland Private Capital5

Offerings that name Kestra Investment Services, LLC

Active (2)

Active means an SEC filing in the last 15 months and not reported fully subscribed. It does not confirm you can still invest.

$342.9MJun 4, 2026
$74.9MSep 30, 2025

Historical (8)

$590.6MDec 15, 2025
Historical
$71.7MOct 3, 2025
Sold out
$83.7MMar 21, 2025
Sold out
$246.5MJan 13, 2025
Sold out
$69.8MMay 23, 2022
Historical

Data updated Oct 15, 2026