SEC FORM 3 SEC Form 3
FORM 3 UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

INITIAL STATEMENT OF BENEFICIAL OWNERSHIP OF SECURITIES

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940
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1. Name and Address of Reporting Person*
Perkins David F.

(Last) (First) (Middle)
4340 18TH AVE S
STE 200

(Street)
FARGO ND 58103

(City) (State) (Zip)
2. Date of Event Requiring Statement (Month/Day/Year)
09/26/2024
3. Issuer Name and Ticker or Trading Symbol
Sterling Real Estate Trust [ NONE ]
4. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
Director 10% Owner
X Officer (give title below) Other (specify below)
Vice President
5. If Amendment, Date of Original Filed (Month/Day/Year)
6. Individual or Joint/Group Filing (Check Applicable Line)
X Form filed by One Reporting Person
Form filed by More than One Reporting Person
Table I - Non-Derivative Securities Beneficially Owned
1. Title of Security (Instr. 4) 2. Amount of Securities Beneficially Owned (Instr. 4) 3. Ownership Form: Direct (D) or Indirect (I) (Instr. 5) 4. Nature of Indirect Beneficial Ownership (Instr. 5)
Common Shares 4,009.9717 I P5 Partners LLC(1)
Common Shares 3,293.9591 I Northview Apartments LLC(2)
Common Shares 369.2236 I By Son
Common Shares 215.2018 I By Daughter #1
Common Shares 131.4489 I By Daughter #2
Common Shares 12,802.7005 D
Common Shares 9,231.6263 I Sheyenne Ridge Apartments LLP(3)
Common Shares 2,403.6716 I Crestview Apartments LLP(4)
Table II - Derivative Securities Beneficially Owned
(e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 4) 2. Date Exercisable and Expiration Date (Month/Day/Year) 3. Title and Amount of Securities Underlying Derivative Security (Instr. 4) 4. Conversion or Exercise Price of Derivative Security 5. Ownership Form: Direct (D) or Indirect (I) (Instr. 5) 6. Nature of Indirect Beneficial Ownership (Instr. 5)
Date Exercisable Expiration Date Title Amount or Number of Shares
Explanation of Responses:
1. The Reporting Person is the managing member of P5 Partners LLC
2. The Reporting Person is the sole member of Northview Apartments LLC
3. The Reporting Person is general partner of the limited partnership.
4. The Reporting Person is general partner of the limited partnership.
Michael Carlson, as Attorney-in-Fact for David F Perkins pursuant to Power of Attorney filed herewith 10/03/2024
** Signature of Reporting Person Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 5 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.