Sterling Real Estate Trust - NONE

Include option trades

Include indirect trades

Latest data: 4/29/2025 10:06:56 PM

EDGAR CIK

1 Month 3 Month 6 Month 1 Year 2 Years

Buy Breakdown

Total $2,754,662

Sell Breakdown

Total $105,000

Monthly Totals

Transaction	Filed	Name	Type	Shares @ Price	Value	Balance change		Ownership
04/15/2025	04/17/2025	Perkins David F. Vice President Officer	Buy	4 @ $24.00	$96.00	445	(0.91%)	Indirect - By Son
04/15/2025	04/17/2025	Perkins David F. Vice President Officer	Buy	4 @ $24.00	$96.00	245	(1.66%)	Indirect - By Daughter #1
04/15/2025	04/17/2025	Perkins David F. Vice President Officer	Buy	4 @ $24.00	$96.00	154	(2.67%)	Indirect - By Daughter #2
04/15/2025	04/17/2025	Schreiner Megan E. PRESIDENT Officer	Buy	41 @ $24.00	$984.00	208	(24.57%)	Indirect - By Daughter #1
04/15/2025	04/17/2025	Schreiner Megan E. PRESIDENT Officer	Buy	41 @ $24.00	$984.00	208	(24.57%)	Indirect - By Daughter #2
04/15/2025	04/17/2025	Schreiner Megan E. PRESIDENT Officer	Buy	41 @ $24.00	$984.00	136	(42.94%)	Indirect - By Daughter #3
04/15/2025	04/17/2025	Swenson Luke B. CHIEF INVESTMENT OFFICER Officer	Buy	62 @ $24.00	$1,488.00	372	(20.02%)	Indirect - By Daughter #1
04/15/2025	04/17/2025	Swenson Luke B. CHIEF INVESTMENT OFFICER Officer	Buy	20 @ $24.00	$480.00	269	(8.02%)	Indirect - By Daughter #2
04/15/2025	04/17/2025	Swenson Luke B. CHIEF INVESTMENT OFFICER Officer	Buy	291 @ $24.00	$6,984.00	4,032	(7.78%)	Indirect - Nosnews Holding, LLC
02/20/2025	02/21/2025	Wolf Lance CHAIRMAN, BOARD OF TRUSTEES Officer Other owner	Sell	-4,375 @ $24.00	($105,000.00)	107,331	(-3.92%)	Direct
01/15/2025	01/22/2025	Perkins David F. Vice President Officer	Buy	21 @ $24.00	$504.00	435	(5.07%)	Indirect - By Son
01/15/2025	01/22/2025	Perkins David F. Vice President Officer	Buy	6 @ $24.00	$144.00	237	(2.59%)	Indirect - By Daughter #1
01/15/2025	01/22/2025	Perkins David F. Vice President Officer	Buy	6 @ $24.00	$144.00	148	(4.23%)	Indirect - By Daughter #2
11/07/2024	04/22/2025	Wolf Lance CHAIRMAN, BOARD OF TRUSTEES Officer Other owner	Buy	653 @ $24.00	$15,672.00	7,108	(10.12%)	Indirect - By Wife
11/01/2024	11/05/2024	Schreiner Megan E. PRESIDENT Officer	Buy	5,000 @ $23.00	$115,000.00	5,028	(18,091.62%)	Direct
10/15/2024	10/17/2024	Perkins David F. Vice President Officer	Buy	43 @ $23.00	$989.00	3,381	(1.29%)	Indirect - Northview Apartments LLC
09/20/2024	09/23/2024	Regan Kenneth P CHIEF EXECUTIVE OFFICER CEO 10% owner Other owner	Buy	110,000 @ $23.00	$2,530,000.00	131,215	(518.50%)	Indirect - By Wife
09/13/2024	09/13/2024	Swenson Luke B. CHIEF INVESTMENT OFFICER Officer	Buy	1,398 @ $23.00	$32,154.00	9,099	(18.15%)	Direct
09/13/2024	09/13/2024	Swenson Luke B. CHIEF INVESTMENT OFFICER Officer	Buy	2,081 @ $23.00	$47,863.00	9,098	(29.66%)	Indirect - By Wife