Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| Sterling Real Estate Trust | 3,644,624.43 | reported | 06 Mar 2026 | tx 79+3,253,962.28−424,277.58 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 06 Mar 2026 | PURCHASE | Sterling Real Estate Trust | 37,961 | 0.00 USD | deriv |
| 09 Feb 2026 | PURCHASE | Sterling Real Estate Trust | 122,830 | 0.00 USD | deriv |
| 09 Dec 2025 | PURCHASE | Sterling Real Estate Trust | 13,000 | 24.00 USD | first after silence |
| 16 Jul 2025 | OTHER | Sterling Real Estate Trust | 43,825 | 24.00 USD | deriv |
| 16 Jul 2025 | OTHER | Sterling Real Estate Trust | 394,422 | 24.00 USD | deriv |
| 04 Mar 2025 | GIFT | Sterling Real Estate Trust | 150,000 | 24.00 USD | deriv |
| 20 Sept 2024 | PURCHASE | Sterling Real Estate Trust | 110,000 | 23.00 USD | |
| 15 Apr 2024 | OTHER | Sterling Real Estate Trust | 137,811 | 23.00 USD | deriv |
| 15 Nov 2023 | PURCHASE | Sterling Real Estate Trust | 5,808.17 | 23.00 USD | first after silence |
| 13 Sept 2022 | OTHER | Sterling Real Estate Trust | 17,500 | 23.00 USD | deriv |
| 13 Sept 2022 | OTHER | Sterling Real Estate Trust | 33,844 | 23.00 USD | deriv |
| 13 Sept 2022 | OTHER | Sterling Real Estate Trust | 16,531 | 23.00 USD | deriv |
| 28 Feb 2022 | OTHER | Sterling Real Estate Trust | 147,538 | 23.00 USD | deriv |
| 18 Dec 2020 | OTHER | Sterling Real Estate Trust | 7,948 | 19.25 USD | deriv |
| 15 Jun 2020 | PURCHASE | Sterling Real Estate Trust | 6,215.07 | 19.25 USD | |
| 15 Jun 2020 | PURCHASE | Sterling Real Estate Trust | 4,776.33 | 19.25 USD | derivfirst after silence |
| 01 Mar 2020 | OTHER | Sterling Real Estate Trust | 4,561 | 19.25 USD | deriv |
| 01 Mar 2020 | OTHER | Sterling Real Estate Trust | 23,377 | 19.25 USD | deriv |
| 01 Mar 2020 | OTHER | Sterling Real Estate Trust | 13,465 | 19.25 USD | deriv |
| 01 Mar 2020 | OTHER | Sterling Real Estate Trust | 53,860 | 19.25 USD | deriv |
| 01 Mar 2020 | OTHER | Sterling Real Estate Trust | 3,367 | 19.25 USD | deriv |
| 10 Jan 2020 | OTHER | Sterling Real Estate Trust | 26,969 | 19.25 USD | deriv |
| 01 Nov 2018 | OTHER | Sterling Real Estate Trust | 140,821.8 | 18.50 USD | deriv |
| 01 Mar 2018 | OTHER | Sterling Real Estate Trust | 41,784 | 18.50 USD | deriv |
| 01 Dec 2017 | OTHER | Sterling Real Estate Trust | 5,179 | 16.50 USD | deriv |
5 purchases reported after at least 12 months of silence — most recent on 09 Dec 2025.