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. reported indirect insider purchases of Operating Partnership units linked to its Class A common stock. A trust associated with President Ruddy Jordan B. bought 265,000 OP Units on April 3, 2023, 18,772 OP Units on June 16, 2023, and 96,618 OP Units on October 12, 2023, increasing its holdings to 507,057 OP Units.
The OP Units are in Bluerock Residential Holdings, LP, where Bluerock Homes Trust is general partner. After a one‑year holding period, each OP Unit may be redeemed for cash or, at the issuer’s option, for one share of Class A common stock.
Bluerock Homes Trust, Inc. (BHM) received an amended Schedule 13G reporting a significant passive ownership position in its Class A common stock. As of December 31, 2025, individual investor Par Olof Sanda reports beneficial ownership of 570,749 Class A shares, representing 14.1% of that class.
The filing also shows that Sand Capital Associates, LLC, a Florida entity managed by Par Sanda, beneficially owns 504,922 Class A shares, equal to 12.5% of the class. The filer certifies the shares were not acquired to change or influence control of Bluerock Homes Trust, indicating a passive investment intent.
Bluerock Homes Trust, Inc. director reported receiving long-term incentive plan units, or LTIP Units, in Bluerock Residential Holdings, LP, the operating partnership of which the company is the general partner. The filing shows an acquisition of 7,824 LTIP Units, each tied to an equal number of shares of Class A common stock.
The LTIP Units are fully vested and can convert into operating partnership units once their capital accounts match those of units held by the company. After a one-year holding period (including time held as LTIP Units), they may be redeemed for cash or, at the company’s option, settled in shares of Class A common stock on a one-for-one basis.
Bluerock Homes Trust, Inc. reported an insider equity grant for one of its directors. On 01/01/2026, the director received 7,824 long-term incentive plan units ("LTIP Units") of Bluerock Residential Holdings, LP, the operating partnership of which Bluerock Homes Trust is the general partner.
The LTIP Units are fully vested and can convert into operating partnership units once their capital account matches that of existing units. After this conversion and a one-year holding period, they may be redeemed for cash or, at the company’s option, settled in shares of Bluerock Homes Trust’s Class A common stock on a one-for-one basis. Following this award, the director beneficially owns 27,820 derivative securities directly.
Bluerock Homes Trust, Inc. reported an equity award to one of its directors. On 01/01/2026, the director acquired 7,824 long-term incentive plan units (LTIP Units) of Bluerock Residential Holdings, LP, the company’s operating partnership. These LTIP Units are fully vested and can convert into OP Units once their capital account matches the OP Units held by the company. After conversion and a one-year holding period (including time held as LTIP Units), they may be redeemed for cash or, at the company’s option, settled in shares of Class A common stock on a one-for-one basis. Following this transaction, the director beneficially owns 27,820 derivative securities related to the company.
Bluerock Homes Trust, Inc. reported an insider equity award involving derivative securities tied to its Class A common stock. A director received 7,824 long-term incentive plan (LTIP) units in Bluerock Residential Holdings, LP, the company’s operating partnership, with a transaction date of 01/01/2026. Following this grant, the reporting person beneficially owned 27,820 derivative securities.
The LTIP Units are fully vested. They may convert into operating partnership (OP) units once their capital account equals that of OP units held by the issuer. After conversion to OP units and a one-year holding period (including time already held as LTIP Units), they may be redeemed for cash or, at the issuer’s option, settled in shares of Bluerock Homes Trust’s Class A common stock on a one-for-one basis.
Bluerock Homes Trust, Inc. reported that on January 1, 2026 it granted 7,824 long-term incentive plan units (LTIP Units) of its operating partnership to each of four non-employee directors: Elizabeth Harrison, Kamal Jafarnia, I. Bobby Majumder, and Romano Tio as the equity portion of their annual retainers. These LTIP Units were issued under the company’s Amended and Restated Equity Incentive Plan for Individuals and are fully vested on issuance.
The LTIP Units may convert into operating partnership units once their capital accounts match existing operating partnership units, and those units can then be redeemed for cash or, after a one-year holding period, settled at the company’s option in Class A common stock on a one-for-one basis. Holders of these LTIP Units will receive distribution equivalents whenever the company pays distributions on its Class A common stock. The issuances relied on private offering exemptions under Section 4(a)(2) and Regulation D, with no general solicitation or advertising.
Bluerock Homes Trust, Inc. has acquired a 264-unit residential community known as District at Parkview in Stone Mountain, Georgia for approximately $66.6 million through a structured investment. The company invested about $21.3 million in BHM Parkview Investment Co, LLC, while an affiliate co-investor contributed about $9.7 million, resulting in ownership stakes of approximately 68.63% and 31.37%, respectively, in the depositor entity.
The Parkview acquisition was funded with roughly $31.0 million of gross equity from the depositor, inclusive of closing costs, and a $38.6 million senior mortgage loan from Fannie Mae to the Parkview DST. Bluerock Homes Trust states that required financial statements and pro forma financial information for the acquired property will be filed by amendment on or before March 10, 2026.
Bluerock Homes Trust (BHM) reported an officer transaction on 11/11/2025: the President acquired 6,381 LTIP Units as compensation-related awards.
The LTIP Units were issued in partial satisfaction of the company’s Base Management Fee to its Manager for Q3 2025 and to reimburse a portion of salary paid by an affiliate for services to the Manager. These units were fully vested upon issuance, may convert into OP Units upon capital account equivalency, and after a one-year holding period may be redeemed for cash or, at the Issuer’s option, settled one-for-one in Class A common stock.
Following the transaction, 200,294 derivative securities were beneficially owned in direct form.
Bluerock Homes Trust (BHM) reported an insider equity award. On 11/11/2025, the Chairman and CEO acquired 15,951 LTIP Units (Transaction Code A) under the company’s long‑term incentive plan.
According to the filing, these LTIP Units were issued in partial satisfaction of the issuer’s Base Management Fee to its Manager for Q3 2025 and to reimburse an affiliate for a portion of the CEO’s salary. The units were fully vested upon issuance, may convert to OP Units upon capital account equivalency, and thereafter may 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.
Following this grant, the reporting person beneficially owned 1,202,612 derivative securities directly.