James Wieland - Jul 15, 2025 Form 4 Insider Report for Sterling Real Estate Trust

Role
TRUSTEE
Signature
Michael P. Carlson, as Attorney-in-Fact for James S. Wieland pursuant to Power of Attorney previously filed
Transactions as of
Jul 15, 2025
Transactions value $
$82,505
Form type
4
Date filed
7/17/2025, 02:44 PM
Previous filing
Apr 23, 2025
SEC
View on sec.gov

Reporting Owners (1)

Name Relationship Address Signature Signature date CIK
Wieland James TRUSTEE 4340 18TH AVE S, SUITE 200, FARGO Michael P. Carlson, as Attorney-in-Fact for James S. Wieland pursuant to Power of Attorney previously filed 2025-07-17 0001519822

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction Common Shares Award $57.5K +2.52K +1.32% $22.80 194K Jul 15, 2025 Direct F1
transaction Common Shares Purchase $25K +1.04K +0.54% $24.00 195K Jul 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 Limited Partnership Units 11.7K Jul 15, 2025 Common Shares 11.7K $24.00 James S. Wieland LLC F2, F3
holding Limited Partnership Units 1.1M Jul 15, 2025 Common Shares 1.1M $24.00 Direct F2, F3
holding Limited Partnership units 35.4K Jul 15, 2025 Common Shares 35.4K $24.00 JKD, Inc. F2, F3
holding Limited Partnership Units 757K Jul 15, 2025 Common Shares 757K $24.00 Wieland Legacy Trust F2, F3
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

Id Content
F1 Includes shares acquired on 7/15/2025 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.