David F. Perkins - 15 Jul 2025 Form 4 Insider Report for Sterling Real Estate Trust

Role
Vice President
Signature
Michael P. Carlson, as Attorney-in-Fact for David F. Perkins pursuant to Power of Attorney previously filed
Issuer symbol
N/A
Transactions as of
15 Jul 2025
Net transactions value
+$4,756
Form type
4
Filing time
17 Jul 2025, 14:42:19 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
Perkins David F. Vice President 4340 18TH AVE S, STE 200, FARGO Michael P. Carlson, as Attorney-in-Fact for David F. Perkins pursuant to Power of Attorney previously filed 17 Jul 2025 0002038741

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction Common Shares Award $1,250 +55 +1.3% $22.80 4,223 15 Jul 2025 P5 Partners LLC F1
transaction Common Shares Award $258 +11 +0.33% $22.80 3,446 15 Jul 2025 Northview Apartments LLC F1
transaction Common Shares Award $134 +6 +1.3% $22.80 451 15 Jul 2025 By Son F1
transaction Common Shares Award $73.39 +3 +1.3% $22.80 248 15 Jul 2025 By Daughter #1 F1
transaction Common Shares Award $46.15 +2 +1.3% $22.80 156 15 Jul 2025 By Daughter #2
transaction Common Shares Award $311 +14 +0.11% $22.80 12,989 15 Jul 2025 Direct F1
transaction Common Shares Award $720 +32 +0.33% $22.80 9,627 15 Jul 2025 Sheyenne Ridge Apartments LLP F1
transaction Common Shares Award $780 +34 +1.3% $22.80 2,635 15 Jul 2025 Crestview Apartments LLP F1
transaction Common Shares Purchase $520 +22 +4.8% $24.00 473 15 Jul 2025 By Son F1
transaction Common Shares Purchase $372 +16 +6.3% $24.00 263 15 Jul 2025 By Daughter #1 F1
transaction Common Shares Purchase $292 +12 +7.8% $24.00 168 15 Jul 2025 By Daughter #2 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 9,480 15 Jul 2025 Common Shares 9,480 $24.00 Northview Apartments LLC 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.