Broker-dealer · Form D Item 12
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated (FINRA CRD 7691) is named in Item 12 of the Form D filings for 20 DST offerings with a Top1031 record, from 2024 to 2026.
- FINRA CRD
- 7691
- DST offerings
- 20
- Sponsors
- 3
- First named
- 2024
- Latest named
- 2026
- Source
- SEC Form D, Item 12
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 filed | Offerings |
|---|---|
| 2026 | 3 |
| 2025 | 8 |
| 2024 | 6 |
| 2023 | 3 |
Offerings by sponsor
| Sponsor | Offerings |
|---|---|
| Ares (ADREX) | 2 |
| Blue Owl | 5 |
| JLL Exchange (JLLX) | 13 |
Offerings that name Merrill Lynch, Pierce, Fenner & Smith Incorporated
Active (8)
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
$197.0MMar 5, 2026
$269.5MFeb 5, 2026
$247.2MOct 3, 2025
Glendale Distribution CenterJLL Exchange (JLLX)Industrial · Glendale, ArizonaSEC filing, Apr 14, 2026
$99.8MSep 18, 2025$268.3MSep 18, 2025
$103.0MJun 11, 2025
$66.1MApr 8, 2025
Recently fully subscribed (1)
$168.5MFeb 25, 2025
Sold out
Historical (11)
$489.6MOct 6, 2025
Historical
$157.8MNov 19, 2024
Sold out
$55.9MAug 30, 2024
Sold out
$48.7MAug 30, 2024
Sold out
$100.5MJul 31, 2024
Sold out
$50.7MMay 9, 2024
Sold out
Haven North Andover (a.k.a. Princeton North Andover)JLL Exchange (JLLX)Multifamily · North Andover, MASEC filing, Nov 26, 2024
$50.7MMay 9, 2024Sold out
$59.9MDec 21, 2023
Sold out
$59.9MDec 21, 2023
Sold out
$95.9MNov 8, 2023
Sold out
Data updated Oct 9, 2026