SWENSON LUKE B.

PrivateCIK: 2005206
Location

FARGO, ND

SWENSON LUKE B. (Chief Investment Officer) purchased 13.0% of their position (33.33 shares) of STERLING REAL ESTATE TRUST on the open market

Open‑market purchase worth $799.92 — a moderate purchase. The strongest form of insider conviction signal.

P · 2 purchases
InsiderSWENSON LUKE B.CIK 2005206
Officer· Chief Investment Officer
Since Jan 2024
+347.78
Net shares
Net buyer
$8.0K
Total acquired
2
Open market trades
2B · 0S
7
Total transactions
347.78 acquired
Non-Derivative Transactions7

Common Shares

Direct
A · Award

Shares

+126.08

Price / share

$22.80

Trade value

$2.87K

% of position

1.3%
10/15/2025
9.58K9.71K

Common Shares

Indirect
A · Award

Shares

+4.96

Price / share

$22.80

Trade value

$112.99

% of position

1.3%
10/15/2025
376.62381.58

Common Shares

Indirect
P · Purchase

Shares

+20.83

Price / share

$24.00

Trade value

$499.92

% of position

5.5%
10/15/2025
381.58402.41

Common Shares

Indirect
A · Award

Shares

+3.59

Price / share

$22.80

Trade value

$81.85

% of position

1.3%
10/15/2025
272.83276.42

Common Shares

Indirect
P · Purchase

Shares

+12.50

Price / share

$24.00

Trade value

$300.00

% of position

4.5%
10/15/2025
276.42288.92

Common Shares

Indirect
A · Award

Shares

+126.07

Price / share

$22.80

Trade value

$2.87K

% of position

1.3%
10/15/2025
9.58K9.71K

Common Shares

Indirect
A · Award

Shares

+53.75

Price / share

$22.80

Trade value

$1.23K

% of position

1.3%
10/15/2025
4.09K4.14K
Total

Net shares

+347.78

Net value

$7.97K

Derivative Transactions0
No derivative transactions reported
SWENSON LUKE B. — Insider Transaction (Form 4) Filed Oct 17, 2025 | Finecho