Core Property Index Trust
Core Property Index Trust is a private investment fund based in Independence, Ohio. According to its most recent Form D, filed Jan 21, 2026, it has sold $2,012,653,730 of interests to 7 investors since its first sale in Apr 2022. The filing does not set a minimum investment. It relies on the Section 3(c)(7) exclusion, so investors generally must be qualified purchasers. The offering uses Rule 506(c), which permits general advertising to investors verified as accredited. Related persons named in the filing include Wilmington Savings Fund Society, FSB; Garrett Zdolshek; IDR Investment Management, LLC.
- Total raised
- $2,012,653,730Cumulative sales reported on Form D
- Investors
- 7
- First sale
- Apr 1, 2022
- Minimum investment
- None set
- Who can invest
- Qualified purchasersSection 3(c)(7): generally $5M+ in investments
- Offering exemption
- Rule 506(c)May advertise; investors must be verified as accredited
- Key people and entities
- Wilmington Savings Fund Society, FSB; Garrett Zdolshek; IDR Investment Management, LLC
- Latest Form D
- Jan 21, 2026
From SEC filings, not verified. This page republishes the fund's Form D as filed. It is not an offer, solicitation or recommendation, and AltMountain has not reviewed the fund. “Raised” is cumulative sales, not current assets or performance. Returns are not part of SEC filings. Private funds are speculative, illiquid and generally limited to accredited investors or qualified purchasers. Full disclosures · Request a correction
Questions about Core Property Index Trust
What is the minimum investment for Core Property Index Trust?
Core Property Index Trust's latest Form D, filed Jan 21, 2026, does not set a minimum investment. Managers can still require one in the offering documents.
Who can invest in Core Property Index Trust?
Core Property Index Trust is generally open only to qualified purchasers (generally individuals with at least $5 million in investments), because it relies on Section 3(c)(7). It uses Rule 506(c), so it may advertise, but every investor must be verified as accredited.
How much has Core Property Index Trust raised?
Core Property Index Trust reports $2,012,653,730 sold from 7 investors on its Form D filed Jan 21, 2026. This is cumulative sales since the offering began, not current assets or performance.
Where is Core Property Index Trust based?
Core Property Index Trust is based in Independence, Ohio.
When did Core Property Index Trust launch?
Core Property Index Trust reports its first sale in Apr 2022.
Size compared with every private investment fund
Raised more than 96% of the 114 private investment funds based in Ohio, and more than 96% of all 10,287 that report sales.