James Wieland - 09 Dec 2025 Form 4 Insider Report for Sterling Real Estate Trust

Source evidence Original filing metadata and source links for verification. 5 source fields
SEC form
4
Accepted by SEC
11 Dec 2025, 16:21:05 UTC
Prior SEC filing
23 Dec 2025
Next SEC filing
20 Jan 2026
Source filing
View source filing
Reporting owner 1 detail
Reporting owner signature
Michael P. Carlson, as Attorney-in-Fact for James Wieland pursuant to Power of Attorney previously filed

Key filing fact

James Wieland filed Form 4 for Sterling Real Estate Trust on 11 Dec 2025.

Key facts

  • This page summarizes James Wieland's Form 4 filing for Sterling Real Estate Trust.
  • 1 reported transaction and 4 derivative rows are listed below.
  • Accepted by SEC: 11 Dec 2025, 16:21.

Change

  • Previous filing in this sequence was filed on 23 Dec 2025.
  • Current net transaction value: +$312,000.

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
Address
4340 18TH AVE SO, SUITE 200, FARGO
Signature
Michael P. Carlson, as Attorney-in-Fact for James Wieland pursuant to Power of Attorney previously filed
Signature date
11 Dec 2025

Reported non-derivative transactions

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

No ticker transaction

Common Shares

Purchase

Transaction value
$312,000
Shares
+13,000
Change %
Price
$24.00
Shares after
13,000
Date
09 Dec 2025
Ownership
By Trustmark Enterprises, Inc.
Footnotes
F1
No ticker holding

Common Shares

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
198,832
Date
09 Dec 2025
Ownership
Direct

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
1,097,320
Date
09 Dec 2025
Ownership
Direct
Underlying class
Common Shares
Underlying amount
1,097,320
Exercise price
$24.00
Footnotes
F2, F3
No ticker holding Derivative

Limited Partnership Units

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
11,665
Date
09 Dec 2025
Ownership
James S. Wieland LLC
Underlying class
Common Shares
Underlying amount
11,665
Exercise price
$24.00
Footnotes
F2, F3, F4
No ticker holding Derivative

Limited Partnership Units

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
756,756
Date
09 Dec 2025
Ownership
Wieland Legacy Trust
Underlying class
Common Shares
Underlying amount
756,756
Exercise price
$24.00
Footnotes
F2, F3, F4
No ticker holding Derivative

Limited Partnership Units

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
35,408
Date
09 Dec 2025
Ownership
JKD, Inc.
Underlying class
Common Shares
Underlying amount
35,408
Exercise price
$24.00
Footnotes
F2, F3, F5
* marks a reported price that did not pass the local price check.

Additional SEC filing notes

Filing notes and footnotes

Explanation of responses 5 footnotes

Footnote 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.

Footnote F2

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

Footnote F3

These derivative securities do not have an expiration date.

Footnote F4

The Reporting Person has voting control over these units.

Footnote F5

The Reporting Person has an ownership interest in JKD, Inc.

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