Filing Details
- Accession Number:
- 0001415889-25-019910
- Form Type:
- 4
- Zero Holdings:
- No
- Publication Time:
- 2025-07-17 14:42:19
- Reporting Period:
- 2025-07-15
- Filing Date:
- 2025-07-17
- Accepted Time:
- 2025-07-17 14:42:19
- 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 |
Transaction Summary
| Purchased: | 49 shares | Avg. Price: $24.00 | Total Value: $1,184.00 |
| Number of Shares After Transactions: | 168 shares | ||
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 | 2025-07-15 | 55 | $22.80 | 4,223 | No | 4 | A | Indirect | P5 Partners LLC |
| Common Shares | Acquisiton | 2025-07-15 | 11 | $22.80 | 3,446 | No | 4 | A | Indirect | Northview Apartments LLC |
| Common Shares | Acquisiton | 2025-07-15 | 6 | $22.80 | 451 | No | 4 | A | Indirect | By Son |
| Common Shares | Acquisiton | 2025-07-15 | 3 | $22.80 | 248 | No | 4 | A | Indirect | By Daughter #1 |
| Common Shares | Acquisiton | 2025-07-15 | 2 | $22.80 | 156 | No | 4 | A | Indirect | By Daughter #2 |
| Common Shares | Acquisiton | 2025-07-15 | 14 | $22.80 | 12,989 | No | 4 | A | Direct | |
| Common Shares | Acquisiton | 2025-07-15 | 32 | $22.80 | 9,627 | No | 4 | A | Indirect | Sheyenne Ridge Apartments LLP |
| Common Shares | Acquisiton | 2025-07-15 | 34 | $22.80 | 2,635 | No | 4 | A | Indirect | Crestview Apartments LLP |
| Common Shares | Acquisiton | 2025-07-15 | 22 | $24.00 | 473 | No | 4 | P | Indirect | By Son |
| Common Shares | Acquisiton | 2025-07-15 | 16 | $24.00 | 263 | No | 4 | P | Indirect | By Daughter #1 |
| Common Shares | Acquisiton | 2025-07-15 | 12 | $24.00 | 168 | No | 4 | P | Indirect | By Daughter #2 |
| Equity Swap Involved | Form Type | Code | Nature of Ownership | Explanation |
|---|---|---|---|---|
| No | 4 | A | Indirect | P5 Partners LLC |
| No | 4 | A | Indirect | Northview Apartments LLC |
| No | 4 | A | Indirect | By Son |
| No | 4 | A | Indirect | By Daughter #1 |
| No | 4 | A | Indirect | By Daughter #2 |
| No | 4 | A | Direct | |
| No | 4 | A | Indirect | Sheyenne Ridge Apartments LLP |
| No | 4 | A | Indirect | Crestview Apartments LLP |
| No | 4 | P | Indirect | By Son |
| No | 4 | P | Indirect | By Daughter #1 |
| 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
- Includes shares acquired on 7/15/2025 under the dividend investment plan
- The units are subject to exchange or redemption pursuant to the terms of the LLLP Agreement and the applicable redemption plan.
- These derivative securities do not have an expiration date.
Billionaire Hedge Funds
