Welcome to our dedicated page for Bluerock Homes Trust SEC filings (Ticker: BHM), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Bluerock Homes Trust, Inc. filings document the formal disclosure record for an externally managed residential REIT with Class A common stock listed on NYSE American under BHM. The filings identify its Maryland corporation structure, operating partnership, external manager, common and redeemable preferred stock, and REIT-related equity and governance arrangements.
Recent disclosures include proxy materials for director elections and stockholder voting, Form 8-K reports on LTIP Unit grants, securities issued for services, share repurchase authorizations, preferred stock valuation, registration statement updates and completed property acquisition activity. They also record capital-structure details involving Class A and Class C common stock, Series A Redeemable Preferred Stock and operating partnership units.
Bluerock Homes Trust, Inc. held its annual meeting of stockholders on June 10, 2026, where stockholders elected five directors and ratified the company’s independent auditor. Voting was based on Class A and high-vote Class C common stock.
As of the April 10, 2026 record date, 4,105,568 shares of Class A common stock and 8,489 shares of Class C common stock were outstanding, resulting in 4,114,057 common shares deemed outstanding and entitled to vote. A total of 3,643,566 shares were represented in person or by proxy, reflecting 80.43% participation.
All five director nominees—R. Ramin Kamfar, I. Bobby Majumder, Romano Tio, Elizabeth Harrison, and Kamal Jafarnia—received more votes “for” than “withheld,” and Grant Thornton LLP was ratified as the independent registered public accounting firm for 2026 with a strong majority of votes cast in favor.
Bluerock Homes Trust, Inc. CFO and Treasurer Christopher J. Vohs reported an open-market purchase of 2,400 shares of the company’s Series B Preferred Stock. The trade occurred on June 5, 2026 at a price of $22.50 per share, and he now holds 2,400 preferred shares directly.
According to a footnote, the $22.50 per share price reflects the public offering price after deducting a 7% selling commission and a 3% dealer manager fee, indicating his participation at terms aligned with the offering to investors.
Bluerock Homes Trust, Inc. sold its interest in 24 single-family homes in the Ballast portfolio in Arizona, Colorado, and Washington for an aggregate sales price of about $8.5 million, generating approximately $7.8 million of net proceeds to the company.
The homes were held through a joint venture in which Bluerock owns 95%. Unaudited pro forma statements show slightly lower rental revenue and expenses and modestly reduced net losses for 2025 and the first quarter of 2026, while cash increases and total assets change only marginally.
Bluerock Homes Trust reported that it has sold its interest in 35 single-family homes from the Golden Pacific portfolio in Indiana, Kansas and Missouri to unaffiliated buyers. The total sales price was about $9.0 million, generating approximately $8.1 million in net proceeds for the company.
Unaudited pro forma financials show only modest changes from these sales. For the quarter ended March 31, 2026, rental revenues decrease slightly and net loss attributable to common stockholders widens from $3.4 million to about $3.5 million, with basic and diluted loss per share moving from $0.90 to $0.91.
Bluerock Homes Trust, Inc. Schedule 13G/A (Amendment No. 5) reports beneficial ownership by Hedgehog Capital LLC, Hold River LLC and David T. Lu. The filing shows Hedgehog Capital LLC holds 209,714 Class A shares (5.1%), Hold River LLC holds 40,565 shares (1.0%), and David T. Lu beneficially owns 250,279 shares (6.1%).
Percentages are calculated based on 4,100,861 outstanding Class A shares as stated. The filing discloses that Mr. Lu is the managing member of both entities and has sole voting and dispositive power over the shares reported.
Bluerock Homes Trust, Inc. reported that President Jordan B. Ruddy received a grant of 5,450 LTIP Units as compensation. The award was issued at a price of $0.00 per unit in connection with the manager’s base management fee and reimbursement of a portion of Ruddy’s salary for the first quarter of 2026.
Following this grant, Ruddy directly holds 244,258 LTIP Units. According to the terms, these fully vested LTIP Units may convert into OP Units after reaching capital account equivalency and can then be redeemed for cash or, at the issuer’s option after a one-year holding period, settled in Class A common stock on a one-for-one basis.
Bluerock Homes Trust, Inc. disclosed that Chairman and CEO Ramin Kamfar received a grant of 13,624 LTIP Units as compensation for the first quarter of 2026. These units were issued in partial satisfaction of the company’s base management fee owed to Bluerock Homes Manager, LLC and to reimburse an affiliate for a portion of his salary for services to the manager. The LTIP Units are fully vested and can convert into OP Units once their capital account matches existing OP Units, and after a one-year holding period may be redeemed for cash or, at the issuer’s option, settled in an equal number of Class A common shares. Following this award, Kamfar holds 1,232,130 LTIP Units.
Bluerock Homes Trust, Inc. reported that a portion of its Q1 2026 base management fee was paid in long-term incentive units rather than entirely in cash. The Board approved using C-LTIP Units of its operating partnership, valued at $210,000, for part of the fee.
Under prior salary elections, the company caused the operating partnership to issue 13,624 C-LTIP Units to Chief Executive Officer R. Ramin Kamfar (valued at $150,000) and 5,450 C-LTIP Units to President Jordan Ruddy (valued at $60,000). These 19,074 fully vested units may later convert into operating partnership units and ultimately into Class A common stock or cash.
Bluerock Homes Trust, Inc. files a Prospectus Supplement to its Registration Statement on Form S-11 to update the Prospectus with information included in its Form 10-Q filed May 7, 2026.
The supplement incorporates the Company’s Q1 2026 unaudited financial results, including total assets $1,142,945 (in thousands) and a net loss $10,297 (in thousands) for the three months ended March 31, 2026. The supplement is qualified by reference to the Prospectus and is effective only with the Prospectus.
Bluerock Homes Trust, Inc. reported higher rental revenues but a larger net loss for the quarter ended March 31, 2026. Rental and other property revenues rose to $19.7 million from $15.9 million, reflecting growth across its residential and scattered single-family portfolios.
Total expenses increased to $26.2 million, driven by higher property operating costs, depreciation and amortization, weather-related losses, and impairments on held-for-sale units. After other expense items and preferred dividends, net loss attributable to common stockholders widened to $3.4 million, or $0.90 per basic and diluted share, versus $2.5 million or $0.67 a year earlier.
The company ended the quarter with $191.6 million in cash, cash equivalents and restricted cash and $416.8 million of mortgages payable, while total assets were $1.14 billion. It sold 131 single-family units for about $22.0 million, generating roughly $17.2 million of net proceeds and a $0.6 million gain, and continued to build its preferred equity investment portfolio to $43.6 million. Management highlighted ongoing macroeconomic and interest-rate volatility as key external risks while maintaining its REIT status and Sunbelt- and West-focused residential growth strategy.