James Wieland - 15 Apr 2025 Form 4 Insider Report for Sterling Real Estate Trust (NONE)

Role
TRUSTEE
Signature
Michael P. Carlson, as Attorney-in-Fact for James S. Wieland pursuant to Power of Attorney previously filed
Issuer symbol
NONE
Transactions as of
15 Apr 2025
Net transactions value
+$81,684
Form type
4
Filing time
17 Apr 2025, 15:27:50 UTC
Previous filing
12 Mar 2025
Next filing
23 Apr 2025
SEC
View on sec.gov

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction NONE Common Shares Award $56,684 +2,486 +1.3% $22.80 191,434 15 Apr 2025 Direct F1
transaction NONE Common Shares Purchase $25,000 +1,042 +0.54% $24.00 192,475 15 Apr 2025 Direct F1

Derivative Securities (e.g., puts, calls, warrants, options, convertible securities)

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Underlying Class Amount Exercise Price Ownership Footnotes
holding NONE Limited Partnership Units 1,097,320 15 Apr 2025 Common Shares 1,097,320 $24.00 Direct F2, F3
holding NONE Limited Partnership units 35,408 15 Apr 2025 Common Shares 35,408 $24.00 JKD, Inc. F2, F3, F4
holding NONE Limited Partnership Units 11,665 15 Apr 2025 Common Shares 11,665 $24.00 James S. Wieland LLC F2, F3, F5
holding NONE Limited Partnership Units 756,756 15 Apr 2025 Common Shares 756,756 $24.00 Wieland Legacy Trust F2, F3, F5
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

Id Content
F1 Includes shares acquired on 4/15/2025 under the dividend investment plan
F2 The units are subject to exchange or redemption pursuant to the terms of the LLLP Agreement and the applicable redemption plan.
F3 These derivative securities do not have an expiration date.
F4 The Reporting Person has an ownership interest in JKD, Inc.
F5 The Reporting Person has voting control over these units.