James Wieland - 15 Jul 2026 Form 4 Insider Report for Sterling Real Estate Trust

Reporting relationship: TRUSTEE, 10%+ Owner
Issuer ticker: N/A
Reported as of: 15 Jul 2026
Net transaction value: $0
SEC form: 4
Accepted by SEC: 16 Jul 2026, 14:44:41 UTC
Prior SEC filing: 09 Mar 2026
Source filing: View source filing
Reporting owner signature: Michael P. Carlson, as Attorney-in-Fact for James S Wieland pursuant to Power of Attorney previously filed

Key filing fact

James Wieland filed Form 4 for Sterling Real Estate Trust on 16 Jul 2026.

Key facts

This page summarizes James Wieland's Form 4 filing for Sterling Real Estate Trust.
3 reported transactions and 5 derivative rows are listed below.
Accepted by SEC: 16 Jul 2026, 14:44.

Change

Previous filing in this sequence was filed on 09 Mar 2026.
Current net transaction value: $0.

Research use

This tells you what this filing adds before you inspect full transaction and derivative tables.
You can trace every row back to the original SEC filing document.

Evidence

Filed on Form 4

Ownership activity is grounded in SEC Form 4 disclosures.

View source filing

Reporting Owners (1)

CIK 0001519822 Primary reporting owner

Wieland James

Relationship: TRUSTEE, 10%+ Owner
Address: 4340 18TH AVE S, SUITE 200, FARGO
Signature: Michael P. Carlson, as Attorney-in-Fact for James S Wieland pursuant to Power of Attorney previously filed
Signature date: 16 Jul 2026

Reported non-derivative transactions

Shares, units, or other non-derivative securities reported in this filing.

No ticker transaction

Common Shares

Award

Transaction value
Shares: +176
Change %: +1.3%
Price: $24.22^*
Shares after: 13,510
Date: 15 Jul 2026
Ownership: Trustmark Enterprises, Inc.
Footnotes: F2, F3

No ticker transaction

Common Shares

Award

Transaction value
Shares: +2,759
Change %: +1.3%
Price: $24.22^*
Shares after: 212,336
Date: 15 Jul 2026
Ownership: Direct
Footnotes: F2

No ticker transaction

Common Shares

Purchase

Transaction value
Shares: +980
Change %: +0.46%
Price: $25.50^*
Shares after: 213,316
Date: 15 Jul 2026
Ownership: Direct
Footnotes: F2

No ticker holding

Common Shares

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after: 1
Date: 15 Jul 2026
Ownership: Wieland Legacy Trust
Footnotes: F1

Reported derivative securities

Options, warrants, convertible securities, or similar derivative positions disclosed in the filing.

No ticker holding Derivative

Limited Partnership Units

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after: 1,143,195
Date: 15 Jul 2026
Ownership: Direct
Underlying class: Common Shares
Underlying amount: 1,143,195
Exercise price: $25.50
Footnotes: F4, F5

No ticker holding Derivative

Limited Partnership Units

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after: 11,665
Date: 15 Jul 2026
Ownership: James S. Wieland LLC
Underlying class: Common Shares
Underlying amount: 11,665
Exercise price: $25.50
Footnotes: F4, F5, F6

No ticker holding Derivative

Limited Partnership units

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after: 35,408
Date: 15 Jul 2026
Ownership: JKD, Inc.
Underlying class: Common Shares
Underlying amount: 35,408
Exercise price: $25.50
Footnotes: F4, F5, F7

No ticker holding Derivative

Limited Partnership Units

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after: 756,756
Date: 15 Jul 2026
Ownership: Wieland Legacy Trust
Underlying class: Common Shares
Underlying amount: 756,756
Exercise price: $25.50
Footnotes: F4, F5, F6

No ticker holding Derivative

Limited Partnership Units

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after: 122,830
Date: 15 Jul 2026
Ownership: GF Corporation
Underlying class: Common Shares
Underlying amount: 122,830
Exercise price: $25.50
Footnotes: F4, F5, F8

^* marks a reported price that did not pass the local price check.

Additional SEC filing notes

Filing notes and footnotes

Explanation of responses 8 footnotes

Footnote F1

The reporting person has voting control over these shares.

Footnote F2

Includes shares acquired on 7/15/26 under the dividend investment plan

Footnote F3

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.

Footnote F4

The units are subject to exchange or redemption pursuant to the terms of the LLLP Agreement and the applicable redemption plan.

Footnote F5

These derivative securities do not have an expiration date.

Footnote F6

The reporting person has voting control over these units.

Footnote F7

The reporting person has an ownership interest in JKD, Inc.

Footnote F8

The reporting person is a beneficial owner of GF Corporation.

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