HAUGEN TIMOTHY reported 2 transactions at STERLING REAL ESTATE TRUST
Review the transaction codes below to understand the nature of each event.
Filed: 7/22/2026ACC: 0001579427-26-000005
-2.06K
Net shares
Net seller
$50.0K
Total sold
0
Open market trades
0B · 0S
2
Total transactions
2.06K disposed
Non-Derivative Transactions2
Commn Shares
Direct
Shares
−1.45K
Price / share
$24.22
Trade value
$35.02K
% of position
3.1%
7/20/2026
46.64K→45.20K
Common Shares
Indirect
Shares
−619.00
Price / share
$24.22
Trade value
$14.99K
% of position
4.0%
7/20/2026
15.52K→14.90K
Total
Net shares
−2.06K
Net value
-$50.01K
| Security | Date | Type | Shares | Price / Share | Trade Value | % of Position | Held Before | Held After |
|---|---|---|---|---|---|---|---|---|
| Commn Shares Direct | 7/20/2026 | D · Disposition | −1.45K | $24.22 | $35.02K | 3.1% | 46.64K | 45.20K |
| Common Shares Indirect | 7/20/2026 | D · Disposition | −619.00 | $24.22 | $14.99K | 4.0% | 15.52K | 14.90K |
| Total | −2.06K | -$50.01K | ||||||
Derivative Transactions0
No derivative transactions reported
Non-Derivative Holdings (Post-Transaction)0
No non-derivative holdings reported
Derivative Holdings (Post-Transaction)2
Limited Partnership Units
DirectUnderlying security
Common Shares
Underlying shares
7.11K
Shares owned
7.11K
Exercise price
25.50
Expiration
—
Exercise window
—
Limited Partnership Units
IndirectUnderlying security
Common Shares
Underlying shares
21.74K
Shares owned
21.74K
Exercise price
25.50
Expiration
—
Exercise window
—
Total
Underlying
28.85K
Owned
28.85K
| Security | Underlying | Exercise Price | Exercise Window | Expiration | Underlying Shares | Shares Owned |
|---|---|---|---|---|---|---|
| Limited Partnership Units Direct | Common Shares | 25.50 | — | — | 7.11K | 7.11K |
| Limited Partnership Units Indirect | Common Shares | 25.50 | — | — | 21.74K | 21.74K |
| Total | 28.85K | 28.85K | ||||