As offerings become divested or realized (meaning the offering has sold) it is no longer reflected alongside your active investments.
Follow the steps below to find information on your realized offerings.
- Navigate to your Portfolio page
- Within your Portfolio Page please click the drop down arrow next to Active By Investing Entity (located in the top right)
- Select either Realized By Offering or Realized by Investing Entity. This will then pull up all of your divested or realized investments.
- You can also find the Investor Room for each offering, which houses your closing documents, tax documents, and distribution transactions, by clicking View Investor Room.
Note: If you select Realized by Offering, you may need to click a small arrow to access the Investor Room for each offering.
