James Wieland - Apr 15, 2024 Form 4 Insider Report for Sterling Real Estate Trust (NONE)

Role
TRUSTEE
Signature
/s/ Joel S Thomsen, Attorney-in-Fact
Stock symbol
NONE
Transactions as of
Apr 15, 2024
Transactions value $
$3,231,717
Form type
4
Date filed
4/17/2024, 04:45 PM
Previous filing
Jan 18, 2024
Next filing
May 22, 2024

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction NONE Common Shares Award $52.1K +2.38K +1.32% $21.85 183K Apr 15, 2024 Direct F1
transaction NONE Common Shares Purchase $10K +435 +0.24% $23.00 184K Apr 15, 2024 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
transaction NONE Limited Partnership Units Other $3.17M +138K +14.36% $23.00 1.1M Apr 15, 2024 Common Shares 138K Direct F2, F3, F4, F5
holding NONE Limited Partnership Units 35.4K Apr 15, 2024 Common Shares 35.4K JKD, Inc. F2, F4, F5, F6
holding NONE Limited Partnership Units 11.7K Apr 15, 2024 Common Shares 11.7K James S. Wieland LLC F2, F4, F5, F7
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

Id Content
F1 Includes shares acquired on April 15, 2024 under the dividend reinvestment plan
F2 The units are subject to exchange or redemption pursuant to the terms of the LLLP Agreement and the applicable redemption plan.
F3 The reporting person received the Limited Partnership Units in connection with a 721 UPREIT Transaction.
F4 The units are subject to exchange or redemption pursuant to the terms of the LLLP Agreement and the applicable redemption plan.
F5 These derivative securities do not have an expiration date.
F6 The Reporting Person has an ownership interest in JKD, Inc.
F7 The Reporting Person has voting control over these units.