Filing Details

Accession Number:
0001415889-25-010842
Form Type:
4
Zero Holdings:
No
Publication Time:
2025-04-17 15:21:56
Reporting Period:
2025-04-15
Filing Date:
2025-04-17
Accepted Time:
2025-04-17 15:21:56
SEC Url:
Form 4 Filing
Issuer
Cik Name Symbol Sector (SIC) IRS No
1412502 Sterling Real Estate Trust NONE Real Estate Investment Trusts (6798) 900115411
Insiders
Cik Name Reported Address Insider Title Director Officer Large Shareholder Other
2038741 F. David Perkins 4340 18Th Ave S
Ste 200
Fargo ND 58103
Vice President No No No No
Reported Non-Derivative Transactions
Sec. Name Acquisiton - Disposition Date Amount Price Remaning Holdings Equity Swap Involved Form Type Code Nature of Ownership Explanation
Common Shares Acquisiton 2025-04-15 14 $22.80 12,976 No 4 A Direct
Common Shares Acquisiton 2025-04-15 54 $22.80 4,168 No 4 A Indirect P5 Partners LLC
Common Shares Acquisiton 2025-04-15 11 $22.80 3,435 No 4 A Indirect Northview Apartments LLC
Common Shares Acquisiton 2025-04-15 125 $22.80 9,596 No 4 A Indirect Sheyenne Ridge Apartments LLP
Common Shares Acquisiton 2025-04-15 34 $22.80 2,601 No 4 A Indirect Crestview Apartments LLP
Common Shares Acquisiton 2025-04-15 6 $22.80 441 No 4 A Indirect By Son
Common Shares Acquisiton 2025-04-15 4 $24.00 445 No 4 P Indirect By Son
Common Shares Acquisiton 2025-04-15 3 $22.80 240 No 4 A Indirect By Daughter #1
Common Shares Acquisiton 2025-04-15 4 $24.00 245 No 4 P Indirect By Daughter #1
Common Shares Acquisiton 2025-04-15 2 $22.80 150 No 4 A Indirect By Daughter #2
Common Shares Acquisiton 2025-04-15 4 $24.00 154 No 4 P Indirect By Daughter #2
Equity Swap Involved Form Type Code Nature of Ownership Explanation
No 4 A Direct
No 4 A Indirect P5 Partners LLC
No 4 A Indirect Northview Apartments LLC
No 4 A Indirect Sheyenne Ridge Apartments LLP
No 4 A Indirect Crestview Apartments LLP
No 4 A Indirect By Son
No 4 P Indirect By Son
No 4 A Indirect By Daughter #1
No 4 P Indirect By Daughter #1
No 4 A Indirect By Daughter #2
No 4 P Indirect By Daughter #2
Reported Derivative Holdings
Sec. Name Sec. Type Price Date Expiration Date Amount Remaning Holdings Nature of Ownership
Common Shares Limited Partnership Units $24.00 9,480 9,480 Indirect
Expiration Date Amount Remaning Holdings Nature of Ownership
9,480 9,480 Indirect
Footnotes
  1. Includes shares acquired on 4/15/2025 under the dividend investment plan
  2. The units are subject to exchange or redemption pursuant to the terms of the LLLP Agreement and the applicable redemption plan.
  3. These derivative securities do not have an expiration date.