Sterling Real Estate Trust·4

Jan 20, 6:20 PM ET

Wieland James 4

4 · Sterling Real Estate Trust · Filed Jan 20, 2026

Insider Transaction Report

Form 4
Period: 2026-01-15
Wieland James
10% OwnerOther
Transactions
  • Award

    Common Shares

    [F1][F2]
    2026-01-15$24.22/sh+2,507.012$60,720204,906.459 total
  • Purchase

    Common Shares

    [F1]
    2026-01-15$25.50/sh+980.392$25,000205,886.852 total
Holdings
  • Common Shares

    [F3]
    (indirect: By Trust)
    13,000
  • Common Shares

    [F4]
    (indirect: By Trust)
    1
  • Limited Partnership Units

    [F5][F6][F7]
    (indirect: By LLC)
    Exercise: $25.50Common Shares (11,665.016 underlying)
    11,665.016
  • Limited Partnership Units

    [F5][F6]
    Exercise: $25.50Common Shares (1,097,319.813 underlying)
    1,097,319.813
  • Limited Partnership units

    [F5][F6][F8]
    (indirect: JKD, Inc.)
    Exercise: $25.50Common Shares (35,408.425 underlying)
    35,408.425
  • Limited Partnership Units

    [F5][F6][F7]
    (indirect: By Trust)
    Exercise: $25.50Common Shares (756,756 underlying)
    756,756
Footnotes (8)
  • [F1]Includes shares acquired on 1/15/26 under the dividend investment plan
  • [F2]The Reporting Person's actual holdings has been corrected pursuant to a clerical error made when reporting his optional cash purchase in October 2025 and to reflect the exclusion of one Common Share which was contributed to the Wieland Legacy Trust on 12/16/2025.
  • [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.
  • [F4]The reporting person has voting control over these shares
  • [F5]The units are subject to exchange or redemption pursuant to the terms of the LLLP Agreement and the applicable redemption plan.
  • [F6]These derivative securities do not have an expiration date.
  • [F7]The reporting person has voting control over these units
  • [F8]The reporting person has an ownership interest in JKD, Inc.
Signature
Michael P. Carlson, as Attorney-in-Fact for James S Wieland pursuant to Power of Attorney previously filed|2026-01-20

Documents

1 file
  • 4
    form4-01202026_110141.xmlPrimary