James Wieland - Apr 15, 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
Stock symbol
NONE
Transactions as of
Apr 15, 2025
Transactions value $
$81,684
Form type
4
Date filed
4/17/2025, 03:27 PM
Previous filing
Mar 12, 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 $56.7K +2.49K +1.32% $22.80 191K Apr 15, 2025 Direct F1
transaction NONE Common Shares Purchase $25K +1.04K +0.54% $24.00 192K Apr 15, 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 1.1M Apr 15, 2025 Common Shares 1.1M $24.00 Direct F2, F3
holding NONE Limited Partnership units 35.4K Apr 15, 2025 Common Shares 35.4K $24.00 JKD, Inc. F2, F3, F4
holding NONE Limited Partnership Units 11.7K Apr 15, 2025 Common Shares 11.7K $24.00 James S. Wieland LLC F2, F3, F5
holding NONE Limited Partnership Units 757K Apr 15, 2025 Common Shares 757K $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.