James Wieland - 22 Oct 2025 Form 4 Insider Report for Sterling Real Estate Trust

Role
TRUSTEE, 10%+ Owner
Signature
Michael P. Carlson, as Attorney-in-Fact for James S Wieland pursuant to Power of Attorney previously filed
Issuer symbol
N/A
Transactions as of
22 Oct 2025
Net transactions value
+$60,000
Form type
4
Filing time
23 Dec 2025, 15:31:06 UTC
Previous filing
17 Oct 2025
Next filing
11 Dec 2025
SEC
View on sec.gov

Reporting Owners (1)

Name Relationship Address Signature Signature date CIK
Wieland James TRUSTEE, 10%+ Owner 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 23 Dec 2025 0001519822

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction Common Shares Purchase $60,000 +2,500 +1.3% $24.00 201,332 22 Oct 2025 Direct
holding Common Shares 13,000 22 Oct 2025 Trustmark Enterprises, Inc. 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 1,097,320 22 Oct 2025 Common Shares 1,097,320 $24.00 Direct F2, F3
holding Limited Partnership units 11,665 22 Oct 2025 Common Shares 11,665 $24.00 James S. Wieland, LLC F2, F3, F4
holding Limited Partnership Units 756,756 22 Oct 2025 Common Shares 756,756 $24.00 Wieland Legacy Trust F2, F3, F4
holding Limited Partnership units 35,408 22 Oct 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.