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 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.
Bluerock Homes Trust, Inc. is calling a virtual annual stockholder meeting on June 10, 2026 at 11:00 a.m. Eastern to vote on key governance items. Stockholders will elect five directors, including CEO and Chairman R. Ramin Kamfar plus four independent directors, and ratify Grant Thornton LLP as independent auditor for 2026.
Holders of Class A and Class C common stock at the close of business on April 10, 2026 may vote, with Class C shares carrying up to fifty votes each subject to ownership limits. Directors and named executive officers as a group beneficially own about 23.12% of total common equity interests, and several outside investors each hold more than 5% of Class A shares.
Bluerock Homes Trust, Inc. Chief Investment Officer Ryan S. MacDonald received a grant of 9,511 LTIP Units in Bluerock Residential Holdings, LP on April 1, 2026 as part of his annual equity incentive compensation.
The LTIP Units will vest in equal installments over a three-year period starting April 1, 2026. Once vested and after achieving capital account equivalency, they may convert into OP Units and can then be redeemed for cash or, at the issuer’s option after a one-year holding period, settled in shares of Class A common stock on a one-for-one basis. Following this grant, MacDonald directly holds 116,492 LTIP Units and is entitled to distribution equivalents on these units, whether or not vested.
Bluerock Homes Trust, Inc. reported that CFO and Treasurer Christopher J. Vohs received a grant of 4,529 long-term incentive plan units (LTIP Units) in Bluerock Residential Holdings, LP, the company’s operating partnership. Following this award, he holds 38,870 LTIP Units directly.
The LTIP Units were issued as part of his annual equity incentive award for services to Bluerock Homes Manager, LLC and will vest in equal installments over three years starting on April 1, 2026. Once vested and after reaching capital account equivalency, the LTIP Units may convert into OP Units and then be redeemed for cash or, at the issuer’s option after a one-year holding period, settled in shares of Class A common stock on a one-for-one basis. He is entitled to distribution equivalents on these units, whether or not vested.