SEC Form 4 · accession 0001519822-26-000009
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
Aug 27, 2026
Accepted (ET)
Aug 27, 2026 · 4:14 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 SharesF3 | Aug 27, 2026 | S | 1 | $25.50 | D | 213,315 | D | |
| Common SharesF1 | holding | — | — | — | 13,510 | I | Trustmark Enterprises, Inc. | |
| Common Shares | holding | — | — | — | 213,316 | D | ||
| Common SharesF2 | 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 UnitsF6,F4,F5 | $25.50 | holding | — | — | — | — | — | Common Shares | 11,665 | 11,665 | I |
| Limited Partnership UnitsF4,F5 | $25.50 | holding | — | — | — | — | — | Common Shares | 1,143,195 | 1,143,195 | D |
| 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 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.
- F2The reporting person has voting control over these shares.
- F3Includes shares disposed of on 8/27/2026, via transfer to non-reporting persons
- F4The units are subject to exchange or redemption pursuant to the terms of the LLLP Agreement and the applicable redemption plan.
- F5These derivatives 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.