SWENSON LUKE B. (Chief Investment Officer) purchased 15.7% of their position (666.67 shares) of STERLING REAL ESTATE TRUST on the open market
Open‑market purchase worth $17.0K — a significant purchase. The strongest form of insider conviction signal.
P · 1 purchase
Filed: 4/17/2026ACC: 0002005206-26-000003
Officer· Chief Investment Officer
Since Jan 2024
+989.77
Net shares
Net buyer
$24.8K
Total acquired
1
Open market trades
1B · 0S
6
Total transactions
989.77 acquired
Non-Derivative Transactions6
Common Shares
Direct
Shares
+129.37
Price / share
$24.22
Trade value
$3.13K
% of position
1.3%
4/15/2026
9.83K→9.96K
Common Shares
Indirect
Shares
+5.36
Price / share
$24.22
Trade value
$129.88
% of position
1.3%
4/15/2026
407.40→412.76
Common Shares
Indirect
Shares
+3.85
Price / share
$24.22
Trade value
$93.25
% of position
1.3%
4/15/2026
292.50→296.35
Common Shares
Indirect
Shares
+129.37
Price / share
$24.22
Trade value
$3.13K
% of position
1.3%
4/15/2026
9.83K→9.96K
Common Shares
Indirect
Shares
+55.16
Price / share
$24.22
Trade value
$1.34K
% of position
1.3%
4/15/2026
4.19K→4.25K
Common Shares
Indirect
Shares
+666.67
Price / share
$25.50
Trade value
$17K
% of position
15.7%
4/15/2026
4.25K→4.91K
Total
Net shares
+989.77
Net value
$24.83K
| Security | Date | Type | Shares | Price / Share | Trade Value | % of Position | Held Before | Held After |
|---|---|---|---|---|---|---|---|---|
| Common Shares Direct | 4/15/2026 | A · Award | +129.37 | $24.22 | $3.13K | 1.3% | 9.83K | 9.96K |
| Common Shares Indirect | 4/15/2026 | A · Award | +5.36 | $24.22 | $129.88 | 1.3% | 407.40 | 412.76 |
| Common Shares Indirect | 4/15/2026 | A · Award | +3.85 | $24.22 | $93.25 | 1.3% | 292.50 | 296.35 |
| Common Shares Indirect | 4/15/2026 | A · Award | +129.37 | $24.22 | $3.13K | 1.3% | 9.83K | 9.96K |
| Common Shares Indirect | 4/15/2026 | A · Award | +55.16 | $24.22 | $1.34K | 1.3% | 4.19K | 4.25K |
| Common Shares Indirect | 4/15/2026 | P · Purchase | +666.67 | $25.50 | $17K | 15.7% | 4.25K | 4.91K |
| Total | +989.77 | $24.83K | ||||||
Derivative Transactions0
No derivative transactions reported