Michelle Korsmo - 15 Jul 2025 Form 4 Insider Report for Sterling Real Estate Trust

Role
TRUSTEE
Signature
Michael P. Carlson, as Attorney-in-Fact for Michelle Korsmo pursuant to Power of Attorney previously filed
Transactions as of
15 Jul 2025
Net transactions value
+$106,456
Form type
4
Filing time
17 Jul 2025, 14:41:01 UTC
Previous filing
17 Apr 2025
Next filing
17 Oct 2025
SEC
View on sec.gov

Reporting Owners (1)

Name Relationship Address Signature Signature date CIK
Korsmo Michelle L. TRUSTEE 4340 18TH AVE S, SUITE 200, FARGO Michael P. Carlson, as Attorney-in-Fact for Michelle Korsmo pursuant to Power of Attorney previously filed 17 Jul 2025 0001709430

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction Common Shares Award $9,720 +405 +1.6% $24.00 25,115 15 Jul 2025 Direct F1
transaction Common Shares Award $7,413 +325 +1.3% $22.80 25,440 15 Jul 2025 Direct F2
transaction Common Shares Award $1,399 +61 +1.3% $22.80 4,726 15 Jul 2025 By Daughter #1 F2
transaction Common Shares Award $1,399 +61 +1.3% $22.80 4,726 15 Jul 2025 By Daughter #2 F2
transaction Common Shares Award $1,399 +61 +1.3% $22.80 4,726 15 Jul 2025 By Daughter #3 F2
transaction Common Shares Purchase $10,125 +422 +1.7% $24.00 25,862 15 Jul 2025 Direct F2
transaction Common Shares Purchase $25,000 +1,042 +22% $24.00 5,767 15 Jul 2025 By Daughter #1 F2
transaction Common Shares Purchase $25,000 +1,042 +22% $24.00 5,767 15 Jul 2025 By Daughter #2 F2
transaction Common Shares Purchase $25,000 +1,042 +22% $24.00 5,767 15 Jul 2025 By Daughter #3 F2

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 Limited Partnership Units 34,513 15 Jul 2025 Common Shares 34,513 $24.00 By Husband F3, F4
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

Id Content
F1 Shares issued pursuant to the Trustee Compensation Plan
F2 Includes shares acquired on 7/15/2025 under the dividend investment plan
F3 The units are subject to exchange or redemption pursuant to the terms of the LLLP Agreement and the applicable redemption plan.
F4 These derivative securities do not have an expiration date.