Filing Details
- Accession Number:
- 0001415889-25-020557
- Form Type:
- 4
- Zero Holdings:
- No
- Publication Time:
- 2025-07-30 16:06:19
- Reporting Period:
- 2025-07-16
- Filing Date:
- 2025-07-30
- Accepted Time:
- 2025-07-30 16:06:19
- 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 |
|---|---|---|---|---|---|---|---|
| 1519609 | P Kenneth Regan | 4340 18Th Ave S Suite 200 Fargo ND 58103 | Chief Executive Officer | No | No | No | No |
Reported Derivative Transactions
| Sec. Name | Sec. Type | Acquisiton - Disposition | Date | Amount | Price | Amount - 2 | Price - 2 |
|---|---|---|---|---|---|---|---|
| Common Shares | Limited Partnership Units | Acquisiton | 2025-07-16 | 394,422 | $24.00 | 394,422 | $0.00 |
| Remaning Holdings | Exercise Date | Expiration Date | Equity Swap Involved | Transaction Form Type | Transaction Code | Nature of Ownership |
|---|---|---|---|---|---|---|
| 3,606,663 | No | 4 | J | Direct |
Reported Non-Derivative Holdings
| Sec. Name | Remaning Holdings | Nature of Ownership | Explanation |
|---|---|---|---|
| Common Shares | 135,808 | Direct | |
| Common Shares | 131,215 | Indirect | By Wife |
Reported Derivative Holdings
| Sec. Name | Sec. Type | Price | Date | Expiration Date | Amount | Remaning Holdings | Nature of Ownership |
|---|---|---|---|---|---|---|---|
| Common Shares | Limited Partnership Units | $0.00 | 35,408 | 35,408 | Indirect | ||
| Common Shares | Limited Partnership Units | $0.00 | 83,892 | 83,892 | Indirect |
| Expiration Date | Amount | Remaning Holdings | Nature of Ownership |
|---|---|---|---|
| 35,408 | 35,408 | Indirect | |
| 83,892 | 83,892 | Indirect |
Footnotes
- 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.
- The Reporting Person has an ownership interest in JKD, Inc.
- The reporting person received the Limited Partnership Units in connection with a 721 UPREIT Transaction
Billionaire Hedge Funds
