SEC Form 4 · accession 0001519822-26-000007
Sterling Real Estate Trust
Statement of changes in beneficial ownership, as filed. Original on EDGAR ↗
Reporting owner
James Wieland
10% Owner · Other
Period of report
Jul 15, 2026
Accepted (ET)
Jul 16, 2026 · 2:44 pm EDT
Rule 10b5-1 plan
box not checked
Issuer CIK
0001412502
Table I — non-derivative securities
| Security | Date | Code | Shares | Price | A/D | Owned after | D/I | Nature of ownership |
|---|---|---|---|---|---|---|---|---|
| Common SharesF2,F3 | Jul 15, 2026 | A | 176 | $24.22 | A | 13,510 | I | Trustmark Enterprises, Inc. |
| Common SharesF2 | Jul 15, 2026 | A | 2,759 | $24.22 | A | 212,336 | D | |
| Common SharesF2 | Jul 15, 2026 | P | 980 | $25.50 | A | 213,316 | D | |
| Common SharesF1 | holding | — | — | — | 1 | I | Wieland Legacy Trust |
Table II — derivative securities
| Security | Conv. / exercise price | Date | Code | Shares | A/D | Exercisable | Expires | Underlying | Underlying shares | Owned after | D/I |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Limited Partnership UnitsF4,F5 | $25.50 | holding | — | — | — | — | — | Common Shares | 1,143,195 | 1,143,195 | D |
| Limited Partnership UnitsF6,F4,F5 | $25.50 | holding | — | — | — | — | — | Common Shares | 11,665 | 11,665 | I |
| Limited Partnership unitsF7,F4,F5 | $25.50 | holding | — | — | — | — | — | Common Shares | 35,408 | 35,408 | I |
| Limited Partnership UnitsF6,F4,F5 | $25.50 | holding | — | — | — | — | — | Common Shares | 756,756 | 756,756 | I |
| Limited Partnership UnitsF8,F4,F5 | $25.50 | holding | — | — | — | — | — | Common Shares | 122,830 | 122,830 | I |
Explanation of responses
- F1The reporting person has voting control over these shares.
- F2Includes shares acquired on 7/15/26 under the dividend investment plan
- F3The 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.
- F4The units are subject to exchange or redemption pursuant to the terms of the LLLP Agreement and the applicable redemption plan.
- F5These derivative securities do not have an expiration date.
- F6The reporting person has voting control over these units.
- F7The reporting person has an ownership interest in JKD, Inc.
- F8The reporting person is a beneficial owner of GF Corporation.