SEC Form 4 · accession 0002038741-26-000005
Sterling Real Estate Trust
Statement of changes in beneficial ownership, as filed. Original on EDGAR ↗
Reporting owner
David F. Perkins
Officer — Vice President
Period of report
Jul 15, 2026
Accepted (ET)
Jul 16, 2026 · 2:32 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 SharesF1 | Jul 15, 2026 | A | 122 | $24.22 | A | 13,358 | D | |
| Common SharesF1 | Jul 15, 2026 | A | 7 | $24.22 | A | 511 | I | By Son |
| Common SharesF1 | Jul 15, 2026 | A | 4 | $24.22 | A | 299 | I | By Daughter #1 |
| Common SharesF1 | Jul 15, 2026 | A | 3 | $24.22 | A | 193 | I | By Daughter #2 |
| Common SharesF1,F2 | Jul 15, 2026 | A | 63 | $24.22 | A | 4,879 | I | P5 Partners LLC |
| Common SharesF1,F3 | Jul 15, 2026 | A | 11 | $24.22 | A | 3,491 | I | Northview Apartments LLC |
| Common SharesF1,F4 | Jul 15, 2026 | A | 32 | $24.22 | A | 9,753 | I | Sheyenne Ridge Apartments LLP |
| Common SharesF1,F4 | Jul 15, 2026 | A | 50 | $24.22 | A | 3,857 | I | Crestview Apartments LLP |
Table II — derivative securities
| Security | Conv. / exercise price | Date | Code | Shares | A/D | Exercisable | Expires | Underlying | Underlying shares | Owned after | D/I |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Limited Partnership UnitsF5,F6 | $25.50 | holding | — | — | — | — | — | Common Shares | 9,480 | 9,480 | I |
Explanation of responses
- F1Includes shares acquired on 7/15/26 under the dividend investment plan
- F2The Reporting Person is the managing member of P5 Partners LLC
- F3The Reporting Person is the sole member of Northview Apartments LLC.
- F4The Reporting Person is general partner of the limited partnership.
- F5The units are subject to exchange or redemption pursuant to the terms of the LLLP Agreement and the applicable redemption plan.
- F6These derivative securities do not have an expiration date.