Kenneth P. Regan - 16 Jul 2025 Form 4 Insider Report for Sterling Real Estate Trust

Role
CHIEF EXECUTIVE OFFICER, TRUSTEE, 10%+ Owner
Signature
Michael P. Carlson, as Attorney-in-Fact for Kenneth P. Regan pursuant to Power of Attorney previously filed
Issuer symbol
N/A
Transactions as of
16 Jul 2025
Net transactions value
+$9,466,128
Form type
4
Filing time
30 Jul 2025, 16:06:19 UTC
Previous filing
06 Mar 2025
Next filing
11 Dec 2025
SEC
View on sec.gov

Reporting Owners (1)

Name Relationship Address Signature Signature date CIK
Regan Kenneth P CHIEF EXECUTIVE OFFICER, TRUSTEE, 10%+ Owner 4340 18TH AVE S, SUITE 200, FARGO Michael P. Carlson, as Attorney-in-Fact for Kenneth P. Regan pursuant to Power of Attorney previously filed 30 Jul 2025 0001519609

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
holding Common Shares 135,808 16 Jul 2025 Direct
holding Common Shares 131,215 16 Jul 2025 By Wife

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 Limited Partnership Units Other $9,466,128 +394,422 +12% $24.00 3,606,663 16 Jul 2025 Common Shares 394,422 Direct F1, F2, F4
holding Limited Partnership Units 35,408 16 Jul 2025 Common Shares 35,408 JKD, Inc. F1, F2, F3
holding Limited Partnership Units 83,892 16 Jul 2025 Common Shares 83,892 By Wife F1, F2
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

Id Content
F1 The units are subject to exchange or redemption pursuant to the terms of the LLLP Agreement and the applicable redemption plan.
F2 These derivative securities do not have an expiration date.
F3 The Reporting Person has an ownership interest in JKD, Inc.
F4 The reporting person received the Limited Partnership Units in connection with a 721 UPREIT Transaction