James Wieland - 09 Dec 2025 Form 4 Insider Report for Sterling Real Estate Trust

Role
TRUSTEE
Signature
Michael P. Carlson, as Attorney-in-Fact for James Wieland pursuant to Power of Attorney previously filed
Issuer symbol
N/A
Transactions as of
09 Dec 2025
Net transactions value
+$312,000
Form type
4
Filing time
11 Dec 2025, 16:21:05 UTC
Previous filing
23 Dec 2025
Next filing
20 Jan 2026
SEC
View on sec.gov

Reporting Owners (1)

Name Relationship Address Signature Signature date CIK
Wieland James TRUSTEE 4340 18TH AVE SO, SUITE 200, FARGO Michael P. Carlson, as Attorney-in-Fact for James Wieland pursuant to Power of Attorney previously filed 11 Dec 2025 0001519822

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction Common Shares Purchase $312,000 +13,000 $24.00 13,000 09 Dec 2025 By Trustmark Enterprises, Inc. F1
holding Common Shares 198,832 09 Dec 2025 Direct

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 1,097,320 09 Dec 2025 Common Shares 1,097,320 $24.00 Direct F2, F3
holding Limited Partnership Units 11,665 09 Dec 2025 Common Shares 11,665 $24.00 James S. Wieland LLC F2, F3, F4
holding Limited Partnership Units 756,756 09 Dec 2025 Common Shares 756,756 $24.00 Wieland Legacy Trust F2, F3, F4
holding Limited Partnership Units 35,408 09 Dec 2025 Common Shares 35,408 $24.00 JKD, Inc. F2, F3, F5
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

Id Content
F1 The Reporting Person has an ownership interest in Trustmark Enterprises, Inc. (???Trustmark???) and has shared voting control of the shares held by Trustmark. The Reporting Person disclaims beneficial ownership except to the extent of his pecuniary interest in such securities.
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 voting control over these units.
F5 The Reporting Person has an ownership interest in JKD, Inc.