Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Bluerock Acquisition Corp.BLRK · Entity 6197 | Director · CEO and Chairman · 10% owner | January 23, 2026 | January 24, 2026 |
| Bluerock Acquisition Corp. IIBRRK · Entity 183692 | Director · CEO and Chairman · 10% owner | September 24, 2026 | September 24, 2026 |
| Bluerock High Income Institutional Credit FundIIMAX · Entity 32982 | Director | March 02, 2022 | March 11, 2022 |
| Bluerock Homes Trust, Inc.BHM · Entity 6786 | Director · Chairman and CEO | August 13, 2026 | August 14, 2026 |
| Bluerock Private Real Estate FundBPRE · Entity 9002 | Director | October 12, 2026 | October 14, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
Bluerock Acquisition Corp.
Report date January 23, 2026 · Filed January 24, 2026
Jointly reported with Bluerock Acquisition Holdings, LLC
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class B Ordinary SharesSEC Table I · non-derivative | Direct | 5,655,000 |
Reported balance
After 2026-01-23 transaction · row 1
Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes.
1 source rowRow 1 · 2026-01-23 · Other · Disposed 35,000 · Balance 5,655,000 F1: The Class B Ordinary Shares are automatically convertible into the Issuer's Class A Ordinary Shares at the time of the Issuer's initial business combination on a one-for-one basis, subject to adjustment pursuant to certain anti-dilution rights, and have no expiration date. F2: On January 23, 2026, Bluerock Acquisition Holdings, LLC (the "Sponsor") transferred 35,000 Class B Ordinary Shares of the Issuer to Ziv Conen for $0.003 per share. |
| Class B Ordinary SharesSEC Table II · derivative / convertible security | Direct | 5,655,000 |
Reported balance
After 2026-01-23 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-01-23 · Other · Disposed 35,000 · Balance 5,655,000 F1: The Class B Ordinary Shares are automatically convertible into the Issuer's Class A Ordinary Shares at the time of the Issuer's initial business combination on a one-for-one basis, subject to adjustment pursuant to certain anti-dilution rights, and have no expiration date. F2: On January 23, 2026, Bluerock Acquisition Holdings, LLC (the "Sponsor") transferred 35,000 Class B Ordinary Shares of the Issuer to Ziv Conen for $0.003 per share. F3: The Sponsor is the record holder of the securities reported herein. BEH SPAC Holdings, LLC ("BEH") is the managing member of the Sponsor. Bluerock Enterprise Holdings, LP ("Bluerock Enterprise") is the sole member of BEH. Bluerock Holdings Manager, Inc. ("Bluerock Manager") is the general partner of Bluerock Enterprise. Ramin Kamfar controls Bluerock Manager and has voting and investment discretion with respect to the securities held of record by the Sponsor. |
Filing footnotes · ownership attribution and instrument terms
F1: The Class B Ordinary Shares are automatically convertible into the Issuer's Class A Ordinary Shares at the time of the Issuer's initial business combination on a one-for-one basis, subject to adjustment pursuant to certain anti-dilution rights, and have no expiration date.
F2: On January 23, 2026, Bluerock Acquisition Holdings, LLC (the "Sponsor") transferred 35,000 Class B Ordinary Shares of the Issuer to Ziv Conen for $0.003 per share.
F3: The Sponsor is the record holder of the securities reported herein. BEH SPAC Holdings, LLC ("BEH") is the managing member of the Sponsor. Bluerock Enterprise Holdings, LP ("Bluerock Enterprise") is the sole member of BEH. Bluerock Holdings Manager, Inc. ("Bluerock Manager") is the general partner of Bluerock Enterprise. Ramin Kamfar controls Bluerock Manager and has voting and investment discretion with respect to the securities held of record by the Sponsor.
Bluerock Acquisition Corp. II
Report date September 24, 2026 · Filed September 24, 2026
Jointly reported with Bluerock Acquisition Holdings II, LLC
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class B Ordinary SharesSEC Table II · derivative / convertible security | Direct | Not disclosed |
Reported balance
Holding disclosure · report date 2026-09-24 · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · Balance Not disclosed F1: The Class B ordinary shares are convertible for the Issuer's Class A ordinary shares as described under the heading "Description of Securities" in the Issuer's Registration Statement on Form S-1 (File No. 333-297691) (the "Registration Statement") and have no expiration date. The Class B ordinary shares beneficially owned by the Reporting Persons include up to 790,541Class B ordinary shares subject to forfeiture to the Issuer depending on the extent to which the underwriter's over-allotment option is exercised in connection with the Issuer's initial public offering of units, as described in the Registration Statement. F2: Bluerock Acquisition Holdings II, LLC (the "Sponsor") is the record holder of the securities reported herein. BEH SPAC Holdings, LLC ("BEH Holdings") is the managing member of the Sponsor. Ramin Kamfar controls BEH Holdings and has voting and investment discretion with respect to the securities held of record by the Sponsor. |
Filing footnotes · ownership attribution and instrument terms
F1: The Class B ordinary shares are convertible for the Issuer's Class A ordinary shares as described under the heading "Description of Securities" in the Issuer's Registration Statement on Form S-1 (File No. 333-297691) (the "Registration Statement") and have no expiration date. The Class B ordinary shares beneficially owned by the Reporting Persons include up to 790,541Class B ordinary shares subject to forfeiture to the Issuer depending on the extent to which the underwriter's over-allotment option is exercised in connection with the Issuer's initial public offering of units, as described in the Registration Statement.
F2: Bluerock Acquisition Holdings II, LLC (the "Sponsor") is the record holder of the securities reported herein. BEH SPAC Holdings, LLC ("BEH Holdings") is the managing member of the Sponsor. Ramin Kamfar controls BEH Holdings and has voting and investment discretion with respect to the securities held of record by the Sponsor.
Bluerock High Income Institutional Credit Fund
Report date March 02, 2022 · Filed March 11, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common shares of beneficial interestSEC Table I · non-derivative | Direct | 0 |
Reported balance
Holding disclosure · report date 2022-03-02 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 0 |
Bluerock Homes Trust, Inc.
Report date August 13, 2026 · Filed August 14, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| LTIP UnitsSEC Table II · derivative / convertible security | Direct | 1,249,736 |
Reported balance
After 2026-08-13 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-08-13 · Grant · Acquired 17,606 · Balance 1,249,736 F1: Represents long-term incentive plan units ("LTIP Units") issued in partial satisfaction of the Issuer's Base Management Fee obligation to Bluerock Homes Manager, LLC (the "Manager") for the second quarter of 2026 and in satisfaction of the Manager's reimbursement obligation to its affiliate, Bluerock Real Estate Holdings, LLC ("BREH"), for a portion of the salary payable by BREH to the Reporting Person for the quarter ending June 30, 2026 for services provided to the Manager in the Reporting Person's capacity as Chief Executive Officer thereof. These LTIP Units were fully vested upon issuance, and may convert to OP Units upon reaching capital account equivalency with the OP Units held by the Issuer, and may then be redeemed for cash or, at the option of the Issuer and after a one year holding period (including any period during which the LTIP Units were held), settled in shares of the Issuer's Class A common stock on a one-for-one basis. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents long-term incentive plan units ("LTIP Units") issued in partial satisfaction of the Issuer's Base Management Fee obligation to Bluerock Homes Manager, LLC (the "Manager") for the second quarter of 2026 and in satisfaction of the Manager's reimbursement obligation to its affiliate, Bluerock Real Estate Holdings, LLC ("BREH"), for a portion of the salary payable by BREH to the Reporting Person for the quarter ending June 30, 2026 for services provided to the Manager in the Reporting Person's capacity as Chief Executive Officer thereof. These LTIP Units were fully vested upon issuance, and may convert to OP Units upon reaching capital account equivalency with the OP Units held by the Issuer, and may then be redeemed for cash or, at the option of the Issuer and after a one year holding period (including any period during which the LTIP Units were held), settled in shares of the Issuer's Class A common stock on a one-for-one basis.
Bluerock Private Real Estate Fund
Report date October 12, 2026 · Filed October 14, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Shares of Beneficial InterestSEC Table I · non-derivative | IndirectShares purchased through an entity controlled by the Reporting Person | 1,986,015 |
Reported balance
After 2026-10-12 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2026-10-12 · Purchase · Acquired 158,984 · Balance 1,986,015 F1: Shares purchased through an entity controlled by the Reporting Person (Bluerock Asset Management, LLC). F2: The price reported is a weighted average purchase price per share. These shares were purchased in multiple transactions at prices ranging from $12.87 to $13.15. |
| Common Shares of Beneficial InterestSEC Table I · non-derivative | IndirectShares purchased through an entity controlled by the Reporting Person | 2,096,979 |
Reported balance
After 2026-10-13 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2026-10-13 · Purchase · Acquired 110,964 · Balance 2,096,979 F1: Shares purchased through an entity controlled by the Reporting Person (Bluerock Asset Management, LLC). F3: The price reported is a weighted average purchase price per share. These shares were purchased in multiple transactions at prices ranging from $12.80 to $12.95. |
| Common Shares of Beneficial InterestSEC Table I · non-derivative | IndirectShares purchased through an entity controlled by the Reporting Person | 2,254,640 |
Reported balance
After 2026-10-14 transaction · row 3
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 3 · 2026-10-14 · Purchase · Acquired 157,661 · Balance 2,254,640 F1: Shares purchased through an entity controlled by the Reporting Person (Bluerock Asset Management, LLC). F4: The price reported is a weighted average purchase price per share. These shares were purchased in multiple transactions at prices ranging from $12.55 to $12.82 |
Filing footnotes · ownership attribution and instrument terms
F1: Shares purchased through an entity controlled by the Reporting Person (Bluerock Asset Management, LLC).
F2: The price reported is a weighted average purchase price per share. These shares were purchased in multiple transactions at prices ranging from $12.87 to $13.15.
F3: The price reported is a weighted average purchase price per share. These shares were purchased in multiple transactions at prices ranging from $12.80 to $12.95.
F4: The price reported is a weighted average purchase price per share. These shares were purchased in multiple transactions at prices ranging from $12.55 to $12.82
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Bluerock Residential Growth REIT, Inc.
Report date October 05, 2022 · Filed October 08, 2022
Section 16 reporting ended · disclosed 2022-10-08. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common Stock, Par Value $0.01 per shareSEC Table I · non-derivative | IndirectSee Footnote | 0 |
Reported balance
After 2022-10-06 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2022-10-06 · Other · Disposed 5,810 · Balance 0 F1: Reflects securities disposed of pursuant to the terms of the Agreement and Plan of Merger (the "Merger Agreement"), dated as of December 20, 2021, by and among Bluerock Residential Growth REIT, Inc. (the "Company"), Badger Parent LLC ("Parent") and Badger Merger Sub LLC ("Merger Sub"), a copy of which is filed as Exhibit 2.1 to the Company's Current Report on Form 8-K filed with the Securities and Exchange Commission (the "SEC") on December 21, 2021. Pursuant to the Merger Agreement, on October 6, 2022 (the "Effective Time"), the Company merged with and into Merger Sub, with Merger Sub surviving, and the separate existence of the Company ceased. At the Effective Time, each issued and outstanding share of common stock of the Company was automatically converted into the right to receive $24.25 in cash, (the "Merger Consideration"), without interest. These shares were owned by Bluerock Real Estate LLC or its affiliates which are owned by the Reporting Person. |
| Class C Common Stock, Par Value $0.01 per shareSEC Table I · non-derivative | IndirectSee Footnote | 0 |
Reported balance
After 2022-10-06 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2022-10-06 · Other · Disposed 41,979 · Balance 0 F1: Reflects securities disposed of pursuant to the terms of the Agreement and Plan of Merger (the "Merger Agreement"), dated as of December 20, 2021, by and among Bluerock Residential Growth REIT, Inc. (the "Company"), Badger Parent LLC ("Parent") and Badger Merger Sub LLC ("Merger Sub"), a copy of which is filed as Exhibit 2.1 to the Company's Current Report on Form 8-K filed with the Securities and Exchange Commission (the "SEC") on December 21, 2021. Pursuant to the Merger Agreement, on October 6, 2022 (the "Effective Time"), the Company merged with and into Merger Sub, with Merger Sub surviving, and the separate existence of the Company ceased. At the Effective Time, each issued and outstanding share of common stock of the Company was automatically converted into the right to receive $24.25 in cash, (the "Merger Consideration"), without interest. These shares were owned by Bluerock Real Estate LLC or its affiliates which are owned by the Reporting Person. |
| OP UnitsSEC Table II · derivative / convertible security | IndirectSee Footnote | 0 |
Reported balance
After 2022-10-05 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2022-10-05 · Other · Disposed 1,956 · Balance 0 F2: Represents common units ("Common Units") in Bluerock Residential Holdings, LP (the "Operating Partnership"), of which the Company was the general partner until its withdrawal as general partner and the admission of Bluerock Homes Trust, Inc. ("BHM") as general partner on October 5, 2022. Effective October 5, 2022, redemptions of Common Units were no longer able to be settled by the Operating Partnership in shares of the Company's Class A common stock and became able to be settled in shares of BHM Class A common stock. These Common Units were owned by affiliates or family members of the Reporting Person. |
| LTIP UnitsSEC Table II · derivative / convertible security | IndirectSee Footnote | 314,063 |
Reported balance
After 2022-10-05 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2022-10-05 · Other · Disposed 65 · Balance 314,063 F3: Represents long-term incentive plan units ("LTIP Units") in the Operating Partnership. Effective October 5, 2022, redemptions of Common Units (into which LTIP Units are convertible) were no longer able to be settled by the Operating Partnership in shares of the Company's Class A common stock and became able to be settled in shares of BHM Class A common stock. These LTIP Units are owned by family members of the Reporting Person. |
| LTIP UnitsSEC Table II · derivative / convertible security | IndirectSee Footnote | 237,357 |
Reported balance
After 2022-10-05 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2022-10-05 · Other · Disposed 76,706 · Balance 237,357 F4: Represents LTIP Units. Effective October 5, 2022, redemptions of Common Units (into which LTIP Units are convertible) were no longer able to be settled by the Operating Partnership in shares of the Company's Class A common stock and became able to be settled in shares of BHM Class A common stock. These LTIP Units were owned by Bluerock Real Estate LLC, which is majority-owned by the Reporting Person. |
| LTIP UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2022-10-05 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2022-10-05 · Other · Disposed 237,357 · Balance 0 F5: Represents LTIP Units. Effective October 5, 2022, redemptions of Common Units (into which LTIP Units are convertible) were no longer able to be settled by the Operating Partnership in shares of the Company's Class A common stock and became able to be settled in shares of BHM Class A common stock. |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects securities disposed of pursuant to the terms of the Agreement and Plan of Merger (the "Merger Agreement"), dated as of December 20, 2021, by and among Bluerock Residential Growth REIT, Inc. (the "Company"), Badger Parent LLC ("Parent") and Badger Merger Sub LLC ("Merger Sub"), a copy of which is filed as Exhibit 2.1 to the Company's Current Report on Form 8-K filed with the Securities and Exchange Commission (the "SEC") on December 21, 2021. Pursuant to the Merger Agreement, on October 6, 2022 (the "Effective Time"), the Company merged with and into Merger Sub, with Merger Sub surviving, and the separate existence of the Company ceased. At the Effective Time, each issued and outstanding share of common stock of the Company was automatically converted into the right to receive $24.25 in cash, (the "Merger Consideration"), without interest. These shares were owned by Bluerock Real Estate LLC or its affiliates which are owned by the Reporting Person.
F2: Represents common units ("Common Units") in Bluerock Residential Holdings, LP (the "Operating Partnership"), of which the Company was the general partner until its withdrawal as general partner and the admission of Bluerock Homes Trust, Inc. ("BHM") as general partner on October 5, 2022. Effective October 5, 2022, redemptions of Common Units were no longer able to be settled by the Operating Partnership in shares of the Company's Class A common stock and became able to be settled in shares of BHM Class A common stock. These Common Units were owned by affiliates or family members of the Reporting Person.
F3: Represents long-term incentive plan units ("LTIP Units") in the Operating Partnership. Effective October 5, 2022, redemptions of Common Units (into which LTIP Units are convertible) were no longer able to be settled by the Operating Partnership in shares of the Company's Class A common stock and became able to be settled in shares of BHM Class A common stock. These LTIP Units are owned by family members of the Reporting Person.
F4: Represents LTIP Units. Effective October 5, 2022, redemptions of Common Units (into which LTIP Units are convertible) were no longer able to be settled by the Operating Partnership in shares of the Company's Class A common stock and became able to be settled in shares of BHM Class A common stock. These LTIP Units were owned by Bluerock Real Estate LLC, which is majority-owned by the Reporting Person.
F5: Represents LTIP Units. Effective October 5, 2022, redemptions of Common Units (into which LTIP Units are convertible) were no longer able to be settled by the Operating Partnership in shares of the Company's Class A common stock and became able to be settled in shares of BHM Class A common stock.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| October 14, 2026 Filed Oct 14, 2026 22:28 UTC | Bluerock Private Real Estate Fund BPRE · Entity 9002 | PurchaseCommon Shares of Beneficial Interest | 157,661 | $12.63 | $1,991,762.95 |
DisclosureSEC source: 0001398344-26-018199 · fp0101474-1_4.xml · nonDerivative · entry 3 KAMFAR RAMIN · CIK 0001111908 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Shares purchased through an entity controlled by the Reporting Person Disclosed balance after: 2,254,640 F1 · kind: Shares purchased through an entity controlled by the Reporting Person (Bluerock Asset Management, LLC). F4 · price: The price reported is a weighted average purchase price per share. These shares were purchased in multiple transactions at prices ranging from $12.55 to $12.82 Read SEC document |
| October 13, 2026 Filed Oct 14, 2026 22:28 UTC | Bluerock Private Real Estate Fund BPRE · Entity 9002 | PurchaseCommon Shares of Beneficial Interest | 110,964 | $12.85 | $1,425,953.98 |
DisclosureSEC source: 0001398344-26-018199 · fp0101474-1_4.xml · nonDerivative · entry 2 KAMFAR RAMIN · CIK 0001111908 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Shares purchased through an entity controlled by the Reporting Person Disclosed balance after: 2,096,979 F1 · kind: Shares purchased through an entity controlled by the Reporting Person (Bluerock Asset Management, LLC). F3 · price: The price reported is a weighted average purchase price per share. These shares were purchased in multiple transactions at prices ranging from $12.80 to $12.95. Read SEC document |
| October 12, 2026 Filed Oct 14, 2026 22:28 UTC | Bluerock Private Real Estate Fund BPRE · Entity 9002 | PurchaseCommon Shares of Beneficial Interest | 158,984 | $12.96 | $2,060,257.76 |
DisclosureSEC source: 0001398344-26-018199 · fp0101474-1_4.xml · nonDerivative · entry 1 KAMFAR RAMIN · CIK 0001111908 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Shares purchased through an entity controlled by the Reporting Person Disclosed balance after: 1,986,015 F1 · kind: Shares purchased through an entity controlled by the Reporting Person (Bluerock Asset Management, LLC). F2 · price: The price reported is a weighted average purchase price per share. These shares were purchased in multiple transactions at prices ranging from $12.87 to $13.15. Read SEC document |
| October 09, 2026 Filed Oct 10, 2026 01:07 UTC | Bluerock Private Real Estate Fund BPRE · Entity 9002 | PurchaseCommon Shares of Beneficial Interest | 171,094 | $13.17 | $2,253,171.10 |
DisclosureSEC source: 0001398344-26-018110 · fp0101441-1_4.xml · nonDerivative · entry 4 KAMFAR RAMIN · CIK 0001111908 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Shares purchased through an entity controlled by the Reporting Person Disclosed balance after: 1,827,031 F1 · kind: Shares purchased through an entity controlled by the Reporting Person (Bluerock Asset Management, LLC). F5 · price: The price reported is a weighted average purchase price per share. These shares were purchased in multiple transactions at prices ranging from $13.05 to $13.21. Read SEC document |
| October 08, 2026 Filed Oct 10, 2026 01:07 UTC | Bluerock Private Real Estate Fund BPRE · Entity 9002 | PurchaseCommon Shares of Beneficial Interest | 150,937 | $13.05 | $1,969,441.07 |
DisclosureSEC source: 0001398344-26-018110 · fp0101441-1_4.xml · nonDerivative · entry 3 KAMFAR RAMIN · CIK 0001111908 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Shares purchased through an entity controlled by the Reporting Person Disclosed balance after: 1,655,937 F1 · kind: Shares purchased through an entity controlled by the Reporting Person (Bluerock Asset Management, LLC). F4 · price: The price reported is a weighted average purchase price per share. These shares were purchased in multiple transactions at prices ranging from $12.95 to $13.10. Read SEC document |
| October 07, 2026 Filed Oct 10, 2026 01:07 UTC | Bluerock Private Real Estate Fund BPRE · Entity 9002 | PurchaseCommon Shares of Beneficial Interest | 186,612 | $12.99 | $2,424,164.52 |
DisclosureSEC source: 0001398344-26-018110 · fp0101441-1_4.xml · nonDerivative · entry 2 KAMFAR RAMIN · CIK 0001111908 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Shares purchased through an entity controlled by the Reporting Person Disclosed balance after: 1,504,574 F1 · kind: Shares purchased through an entity controlled by the Reporting Person (Bluerock Asset Management, LLC). F3 · price: The price reported is a weighted average purchase price per share. These shares were purchased in multiple transactions at prices ranging from $12.82 to $13.10. Read SEC document |
| October 06, 2026 Filed Oct 10, 2026 01:07 UTC | Bluerock Private Real Estate Fund BPRE · Entity 9002 | PurchaseCommon Shares of Beneficial Interest | 142,420 | $13.02 | $1,854,749.90 |
DisclosureSEC source: 0001398344-26-018110 · fp0101441-1_4.xml · nonDerivative · entry 1 KAMFAR RAMIN · CIK 0001111908 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Shares purchased through an entity controlled by the Reporting Person Disclosed balance after: 1,317,962 F1 · kind: Shares purchased through an entity controlled by the Reporting Person (Bluerock Asset Management, LLC). F2 · price: The price reported is a weighted average purchase price per share. These shares were purchased in multiple transactions at prices ranging from $12.80 to $13.10. Read SEC document |
| October 05, 2026 Filed Oct 5, 2026 22:06 UTC | Bluerock Private Real Estate Fund BPRE · Entity 9002 | PurchaseCommon Shares of Beneficial Interest | 93,744 | $12.71 | $1,191,308.13 |
DisclosureSEC source: 0001398344-26-017906 · fp0101268-1_4.xml · nonDerivative · entry 3 KAMFAR RAMIN · CIK 0001111908 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Shares purchased through an entity controlled by the Reporting Person Disclosed balance after: 1,175,524 F1 · kind: Shares purchased through an entity controlled by the Reporting Person (Bluerock Asset Management, LLC). F4 · price: The price reported is a weighted average purchase price per share. These shares were purchased in multiple transactions at prices ranging from $12.63 to $12.75. Read SEC document |
| October 02, 2026 Filed Oct 5, 2026 22:06 UTC | Bluerock Private Real Estate Fund BPRE · Entity 9002 | PurchaseCommon Shares of Beneficial Interest | 50,931 | $12.69 | $646,207.43 |
DisclosureSEC source: 0001398344-26-017906 · fp0101268-1_4.xml · nonDerivative · entry 2 KAMFAR RAMIN · CIK 0001111908 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Shares purchased through an entity controlled by the Reporting Person Disclosed balance after: 1,081,780 F1 · kind: Shares purchased through an entity controlled by the Reporting Person (Bluerock Asset Management, LLC). F3 · price: The price reported is a weighted average purchase price per share. These shares were purchased in multiple transactions at prices ranging from $12.64 to $12.74. Read SEC document |
| October 01, 2026 Filed Oct 5, 2026 22:06 UTC | Bluerock Private Real Estate Fund BPRE · Entity 9002 | PurchaseCommon Shares of Beneficial Interest | 124,489 | $12.62 | $1,570,677.71 |
DisclosureSEC source: 0001398344-26-017906 · fp0101268-1_4.xml · nonDerivative · entry 1 KAMFAR RAMIN · CIK 0001111908 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Shares purchased through an entity controlled by the Reporting Person Disclosed balance after: 1,030,849 F1 · kind: Shares purchased through an entity controlled by the Reporting Person (Bluerock Asset Management, LLC). F2 · price: The price reported is a weighted average purchase price per share. These shares were purchased in multiple transactions at prices ranging from $12.56 to $12.65. Read SEC document |
| September 30, 2026 Filed Oct 1, 2026 04:33 UTC | Bluerock Private Real Estate Fund BPRE · Entity 9002 | PurchaseCommon Shares of Beneficial Interest | 154,104 | $12.61 | $1,943,544.24 |
DisclosureSEC source: 0001398344-26-017661 · fp0101006-1_4.xml · nonDerivative · entry 3 KAMFAR RAMIN · CIK 0001111908 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Shares purchased through an entity controlled by the Reporting Person Disclosed balance after: 906,360 F1 · kind: Shares purchased through an entity controlled by the Reporting Person (Bluerock Asset Management, LLC). F4 · price: The price reported is a weighted average purchase price per share. These shares were purchased in multiple transactions at prices ranging from $12.5600 to $12.6500 Read SEC document |
| September 29, 2026 Filed Oct 1, 2026 04:33 UTC | Bluerock Private Real Estate Fund BPRE · Entity 9002 | PurchaseCommon Shares of Beneficial Interest | 135,817 | $12.60 | $1,711,688.07 |
DisclosureSEC source: 0001398344-26-017661 · fp0101006-1_4.xml · nonDerivative · entry 2 KAMFAR RAMIN · CIK 0001111908 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Shares purchased through an entity controlled by the Reporting Person Disclosed balance after: 752,256 F1 · kind: Shares purchased through an entity controlled by the Reporting Person (Bluerock Asset Management, LLC). F3 · price: The price reported is a weighted average purchase price per share. These shares were purchased in multiple transactions at prices ranging from $12.5600 to $12.6500. Read SEC document |
| September 28, 2026 Filed Oct 1, 2026 04:33 UTC | Bluerock Private Real Estate Fund BPRE · Entity 9002 | PurchaseCommon Shares of Beneficial Interest | 135,669 | $12.50 | $1,696,011.74 |
DisclosureSEC source: 0001398344-26-017661 · fp0101006-1_4.xml · nonDerivative · entry 1 KAMFAR RAMIN · CIK 0001111908 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Shares purchased through an entity controlled by the Reporting Person Disclosed balance after: 616,439 F1 · kind: Shares purchased through an entity controlled by the Reporting Person (Bluerock Asset Management, LLC). F2 · price: The price reported is a weighted average purchase price per share. These shares were purchased in multiple transactions at prices ranging from $12.4400 to $12.5700. Read SEC document |
| September 25, 2026 Filed Sep 30, 2026 01:34 UTC Amendment | Bluerock Private Real Estate Fund BPRE · Entity 9002 | PurchaseCommon Shares of Beneficial Interest | 29,970 | $12.46 | $373,348.28 |
DisclosureSEC source: 0001398344-26-017550 · fp0100994-2_4a.xml · nonDerivative · entry 4 KAMFAR RAMIN · CIK 0001111908 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Shares held by Savr Holdings, LLC for which the Reporting Person is a controlling owner. Disclosed balance after: 480,770 F6 · security: On September 25, 2026, the Reporting Person filed a Form 4 which inadvertently included information in columns 2 through 4 for the line items that were only intended to report direct holdings, not transactions. As reported in this amendment, the Reporting Person's direct holdings did not change as a result of the transactions on September 23, 2026, September 24, 2026 and September 25, 2026. This amendment also corrects the reported price for the second transaction on September 23, 2026, which was a weighted average purchase price of $12.45. Additionally, this amendment provides a more accurate transaction code for the reported transactions. F1 · kind: Shares purchased through an entity controlled by the Reporting Person (Savr Holdings, LLC). F5 · price: The price reported is a weighted average purchase price per share. These shares were purchased in multiple transactions at prices ranging from $12.4100 to $12.5000. Read SEC document |
| September 25, 2026 Filed Sep 26, 2026 00:08 UTC | Bluerock Private Real Estate Fund BPRE · Entity 9002 | OtherCommon Shares of Beneficial Interest | 0 | $0.00 | $0.00 |
DisclosureSEC source: 0001398344-26-017447 · fp0100975-1_4.xml · nonDerivative · entry 7 KAMFAR RAMIN · CIK 0001111908 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,935 F1 · kind: Shares purchased through an entity controlled by the Reporting Person (Savr Holdings, LLC). Read SEC document |
| September 25, 2026 Filed Sep 26, 2026 00:08 UTC | Bluerock Private Real Estate Fund BPRE · Entity 9002 | OtherCommon Shares of Beneficial Interest | 29,970 | $12.46 | $373,348.28 |
DisclosureSEC source: 0001398344-26-017447 · fp0100975-1_4.xml · nonDerivative · entry 6 KAMFAR RAMIN · CIK 0001111908 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Shares held by Savr Holdings, LLC for which the Reporting Person is a controlling owner. Disclosed balance after: 480,770 F1 · kind: Shares purchased through an entity controlled by the Reporting Person (Savr Holdings, LLC). F4 · price: The price reported is a weighted average sale price per share. These shares were sold in multiple transactions at prices ranging from $12.4100 to $12.5000. Read SEC document |
| September 24, 2026 Filed Sep 30, 2026 01:34 UTC Amendment | Bluerock Private Real Estate Fund BPRE · Entity 9002 | PurchaseCommon Shares of Beneficial Interest | 115,229 | $12.39 | $1,427,675.79 |
DisclosureSEC source: 0001398344-26-017550 · fp0100994-2_4a.xml · nonDerivative · entry 3 KAMFAR RAMIN · CIK 0001111908 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Shares held by Savr Holdings, LLC for which the Reporting Person is a controlling owner. Disclosed balance after: 450,800 F6 · security: On September 25, 2026, the Reporting Person filed a Form 4 which inadvertently included information in columns 2 through 4 for the line items that were only intended to report direct holdings, not transactions. As reported in this amendment, the Reporting Person's direct holdings did not change as a result of the transactions on September 23, 2026, September 24, 2026 and September 25, 2026. This amendment also corrects the reported price for the second transaction on September 23, 2026, which was a weighted average purchase price of $12.45. Additionally, this amendment provides a more accurate transaction code for the reported transactions. F1 · kind: Shares purchased through an entity controlled by the Reporting Person (Savr Holdings, LLC). F4 · price: The price reported is a weighted average purchase price per share. These shares were purchased in multiple transactions at prices ranging from $12.3100 to $12.4500. Read SEC document |
| September 24, 2026 Filed Sep 26, 2026 00:08 UTC | Bluerock Private Real Estate Fund BPRE · Entity 9002 | OtherCommon Shares of Beneficial Interest | 0 | $0.00 | $0.00 |
DisclosureSEC source: 0001398344-26-017447 · fp0100975-1_4.xml · nonDerivative · entry 5 KAMFAR RAMIN · CIK 0001111908 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,935 F1 · kind: Shares purchased through an entity controlled by the Reporting Person (Savr Holdings, LLC). Read SEC document |
| September 24, 2026 Filed Sep 26, 2026 00:08 UTC | Bluerock Private Real Estate Fund BPRE · Entity 9002 | OtherCommon Shares of Beneficial Interest | 115,229 | $12.39 | $1,427,675.79 |
DisclosureSEC source: 0001398344-26-017447 · fp0100975-1_4.xml · nonDerivative · entry 4 KAMFAR RAMIN · CIK 0001111908 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Shares held by Savr Holdings, LLC for which the Reporting Person is a controlling owner. Disclosed balance after: 450,800 F1 · kind: Shares purchased through an entity controlled by the Reporting Person (Savr Holdings, LLC). F3 · price: The price reported is a weighted average sale price per share. These shares were sold in multiple transactions at prices ranging from $12.3100 to $12.4500. Read SEC document |
| September 23, 2026 Filed Sep 30, 2026 01:34 UTC Amendment | Bluerock Private Real Estate Fund BPRE · Entity 9002 | PurchaseCommon Shares of Beneficial Interest | 5,808 | $12.45 | $72,309.60 |
DisclosureSEC source: 0001398344-26-017550 · fp0100994-2_4a.xml · nonDerivative · entry 2 KAMFAR RAMIN · CIK 0001111908 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Shares held by Savr Holdings, LLC for which the Reporting Person is a controlling owner. Disclosed balance after: 335,571 F6 · security: On September 25, 2026, the Reporting Person filed a Form 4 which inadvertently included information in columns 2 through 4 for the line items that were only intended to report direct holdings, not transactions. As reported in this amendment, the Reporting Person's direct holdings did not change as a result of the transactions on September 23, 2026, September 24, 2026 and September 25, 2026. This amendment also corrects the reported price for the second transaction on September 23, 2026, which was a weighted average purchase price of $12.45. Additionally, this amendment provides a more accurate transaction code for the reported transactions. F1 · kind: Shares purchased through an entity controlled by the Reporting Person (Savr Holdings, LLC). F3 · price: The price reported is a weighted average purchase price per share. These shares were purchased in multiple transactions at prices ranging from $12.30 to $12.75. Read SEC document |
| September 23, 2026 Filed Sep 30, 2026 01:34 UTC Amendment | Bluerock Private Real Estate Fund BPRE · Entity 9002 | PurchaseCommon Shares of Beneficial Interest | 150,000 | $12.48 | $1,871,280.00 |
DisclosureSEC source: 0001398344-26-017550 · fp0100994-2_4a.xml · nonDerivative · entry 1 KAMFAR RAMIN · CIK 0001111908 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Shares held by Savr Holdings, LLC for which the Reporting Person is a controlling owner. Disclosed balance after: 329,763 F6 · security: On September 25, 2026, the Reporting Person filed a Form 4 which inadvertently included information in columns 2 through 4 for the line items that were only intended to report direct holdings, not transactions. As reported in this amendment, the Reporting Person's direct holdings did not change as a result of the transactions on September 23, 2026, September 24, 2026 and September 25, 2026. This amendment also corrects the reported price for the second transaction on September 23, 2026, which was a weighted average purchase price of $12.45. Additionally, this amendment provides a more accurate transaction code for the reported transactions. F1 · kind: Shares purchased through an entity controlled by the Reporting Person (Savr Holdings, LLC). F2 · price: The price reported is a weighted average purchase price per share. These shares were purchased in multiple transactions at prices ranging from $12.0800 to $12.5500. Read SEC document |
| September 23, 2026 Filed Sep 26, 2026 00:08 UTC | Bluerock Private Real Estate Fund BPRE · Entity 9002 | OtherCommon Shares of Beneficial Interest | 0 | $0.00 | $0.00 |
DisclosureSEC source: 0001398344-26-017447 · fp0100975-1_4.xml · nonDerivative · entry 3 KAMFAR RAMIN · CIK 0001111908 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,935 F1 · kind: Shares purchased through an entity controlled by the Reporting Person (Savr Holdings, LLC). Read SEC document |
| September 23, 2026 Filed Sep 26, 2026 00:08 UTC | Bluerock Private Real Estate Fund BPRE · Entity 9002 | OtherCommon Shares of Beneficial Interest | 5,808 | $12.75 | $74,052.00 |
DisclosureSEC source: 0001398344-26-017447 · fp0100975-1_4.xml · nonDerivative · entry 2 KAMFAR RAMIN · CIK 0001111908 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Shares held by Savr Holdings, LLC for which the Reporting Person is a controlling owner. Disclosed balance after: 335,571 F1 · kind: Shares purchased through an entity controlled by the Reporting Person (Savr Holdings, LLC). Read SEC document |
| September 23, 2026 Filed Sep 26, 2026 00:08 UTC | Bluerock Private Real Estate Fund BPRE · Entity 9002 | OtherCommon Shares of Beneficial Interest | 150,000 | $12.48 | $1,871,280.00 |
DisclosureSEC source: 0001398344-26-017447 · fp0100975-1_4.xml · nonDerivative · entry 1 KAMFAR RAMIN · CIK 0001111908 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Shares held by Savr Holdings, LLC for which the Reporting Person is a controlling owner. Disclosed balance after: 329,763 F1 · kind: Shares purchased through an entity controlled by the Reporting Person (Savr Holdings, LLC). F2 · price: The price reported is a weighted average sale price per share. These shares were sold in multiple transactions at prices ranging from $12.0800 to $12.5500. Read SEC document |
| September 22, 2026 Filed Sep 29, 2026 20:43 UTC Amendment | Bluerock Private Real Estate Fund BPRE · Entity 9002 | PurchaseCommon Shares of Beneficial Interest | 111,885 | $12.02 | $1,344,913.64 |
DisclosureSEC source: 0001398344-26-017538 · fp0100994-1_4a.xml · nonDerivative · entry 2 KAMFAR RAMIN · CIK 0001111908 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Shares held by Savr Holdings, LLC for which the Reporting Person is a controlling owner. Disclosed balance after: 179,763 F4 · security: On September 23, 2026, the Reporting Person filed a Form 4 which inadvertently included information in columns 2 through 4 for the line items that were only intended to report direct holdings, not transactions. As reported in this amendment, the Reporting Person's direct holdings did not change as a result of the transactions on September 21, 2026 and September 22, 2026. Additionally, this amendment provides a more accurate transaction code for the reported transactions. F1 · kind: Shares purchased through an entity controlled by the Reporting Person (Savr Holdings, LLC). F3 · price: The price reported is a weighted average purchase price per share. These shares were purchased in multiple transactions at prices ranging from $11.9600 to $12.1200. Read SEC document |
| September 22, 2026 Filed Sep 24, 2026 00:52 UTC | Bluerock Private Real Estate Fund BPRE · Entity 9002 | OtherCommon Shares of Beneficial Interest | 111,885 | $12.02 | $1,344,913.64 |
DisclosureSEC source: 0001398344-26-017352 · fp0100961-1_4.xml · nonDerivative · entry 4 KAMFAR RAMIN · CIK 0001111908 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,935 F1 · kind: Shares purchased through an entity controlled by the Reporting Person (Savr Holdings, LLC). F3 · price: The price reported is a weighted average sale price per share. These shares were sold in multiple transactions at prices ranging from $11.9600 to $12.1200. Read SEC document |
| September 22, 2026 Filed Sep 24, 2026 00:52 UTC | Bluerock Private Real Estate Fund BPRE · Entity 9002 | OtherCommon Shares of Beneficial Interest | 111,885 | $12.02 | $1,344,913.64 |
DisclosureSEC source: 0001398344-26-017352 · fp0100961-1_4.xml · nonDerivative · entry 3 KAMFAR RAMIN · CIK 0001111908 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Shares held by Savr Holdings, LLC for which the Reporting Person is a controlling owner. Disclosed balance after: 179,763 F1 · kind: Shares purchased through an entity controlled by the Reporting Person (Savr Holdings, LLC). F3 · price: The price reported is a weighted average sale price per share. These shares were sold in multiple transactions at prices ranging from $11.9600 to $12.1200. Read SEC document |
| September 21, 2026 Filed Sep 29, 2026 20:43 UTC Amendment | Bluerock Private Real Estate Fund BPRE · Entity 9002 | PurchaseCommon Shares of Beneficial Interest | 67,878 | $11.96 | $812,024.51 |
DisclosureSEC source: 0001398344-26-017538 · fp0100994-1_4a.xml · nonDerivative · entry 1 KAMFAR RAMIN · CIK 0001111908 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Shares held by Savr Holdings, LLC for which the Reporting Person is a controlling owner. Disclosed balance after: 67,878 F4 · security: On September 23, 2026, the Reporting Person filed a Form 4 which inadvertently included information in columns 2 through 4 for the line items that were only intended to report direct holdings, not transactions. As reported in this amendment, the Reporting Person's direct holdings did not change as a result of the transactions on September 21, 2026 and September 22, 2026. Additionally, this amendment provides a more accurate transaction code for the reported transactions. F1 · kind: Shares purchased through an entity controlled by the Reporting Person (Savr Holdings, LLC). F2 · price: The price reported is a weighted average purchase price per share. These shares were purchased in multiple transactions at prices ranging from $11.9200 to $12.0000. Read SEC document |
| September 21, 2026 Filed Sep 24, 2026 00:52 UTC | Bluerock Private Real Estate Fund BPRE · Entity 9002 | OtherCommon Shares of Beneficial Interest | 67,878 | $11.96 | $812,024.51 |
DisclosureSEC source: 0001398344-26-017352 · fp0100961-1_4.xml · nonDerivative · entry 2 KAMFAR RAMIN · CIK 0001111908 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,935 F1 · kind: Shares purchased through an entity controlled by the Reporting Person (Savr Holdings, LLC). F2 · price: The price reported is a weighted average sale price per share. These shares were sold in multiple transactions at prices ranging from $11.9200 to $12.0000. Read SEC document |
| September 21, 2026 Filed Sep 24, 2026 00:52 UTC | Bluerock Private Real Estate Fund BPRE · Entity 9002 | OtherCommon Shares of Beneficial Interest | 67,878 | $11.96 | $812,024.51 |
DisclosureSEC source: 0001398344-26-017352 · fp0100961-1_4.xml · nonDerivative · entry 1 KAMFAR RAMIN · CIK 0001111908 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Shares held by Savr Holdings, LLC for which the Reporting Person is a controlling owner. Disclosed balance after: 67,878 F1 · kind: Shares purchased through an entity controlled by the Reporting Person (Savr Holdings, LLC). F2 · price: The price reported is a weighted average sale price per share. These shares were sold in multiple transactions at prices ranging from $11.9200 to $12.0000. Read SEC document |
| August 13, 2026 Filed Aug 14, 2026 20:00 UTC | Bluerock Homes Trust, Inc. BHM · Entity 6786 | GrantLTIP Units · Derivative | 17,606 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-26-097035 · tm2623139-1_4seq1.xml · derivative · entry 1 KAMFAR RAMIN · CIK 0001111908 · Director · Chairman and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,249,736 Underlying: Class A Common Stock · 17,606 shares Expires not disclosed F1 · derivative.exercise_price: Represents long-term incentive plan units ("LTIP Units") issued in partial satisfaction of the Issuer's Base Management Fee obligation to Bluerock Homes Manager, LLC (the "Manager") for the second quarter of 2026 and in satisfaction of the Manager's reimbursement obligation to its affiliate, Bluerock Real Estate Holdings, LLC ("BREH"), for a portion of the salary payable by BREH to the Reporting Person for the quarter ending June 30, 2026 for services provided to the Manager in the Reporting Person's capacity as Chief Executive Officer thereof. These LTIP Units were fully vested upon issuance, and may convert to OP Units upon reaching capital account equivalency with the OP Units held by the Issuer, and may then be redeemed for cash or, at the option of the Issuer and after a one year holding period (including any period during which the LTIP Units were held), settled in shares of the Issuer's Class A common stock on a one-for-one basis. F1 · price: Represents long-term incentive plan units ("LTIP Units") issued in partial satisfaction of the Issuer's Base Management Fee obligation to Bluerock Homes Manager, LLC (the "Manager") for the second quarter of 2026 and in satisfaction of the Manager's reimbursement obligation to its affiliate, Bluerock Real Estate Holdings, LLC ("BREH"), for a portion of the salary payable by BREH to the Reporting Person for the quarter ending June 30, 2026 for services provided to the Manager in the Reporting Person's capacity as Chief Executive Officer thereof. These LTIP Units were fully vested upon issuance, and may convert to OP Units upon reaching capital account equivalency with the OP Units held by the Issuer, and may then be redeemed for cash or, at the option of the Issuer and after a one year holding period (including any period during which the LTIP Units were held), settled in shares of the Issuer's Class A common stock on a one-for-one basis. F1 · derivative.exercise_date: Represents long-term incentive plan units ("LTIP Units") issued in partial satisfaction of the Issuer's Base Management Fee obligation to Bluerock Homes Manager, LLC (the "Manager") for the second quarter of 2026 and in satisfaction of the Manager's reimbursement obligation to its affiliate, Bluerock Real Estate Holdings, LLC ("BREH"), for a portion of the salary payable by BREH to the Reporting Person for the quarter ending June 30, 2026 for services provided to the Manager in the Reporting Person's capacity as Chief Executive Officer thereof. These LTIP Units were fully vested upon issuance, and may convert to OP Units upon reaching capital account equivalency with the OP Units held by the Issuer, and may then be redeemed for cash or, at the option of the Issuer and after a one year holding period (including any period during which the LTIP Units were held), settled in shares of the Issuer's Class A common stock on a one-for-one basis. F1 · derivative.expiration_date: Represents long-term incentive plan units ("LTIP Units") issued in partial satisfaction of the Issuer's Base Management Fee obligation to Bluerock Homes Manager, LLC (the "Manager") for the second quarter of 2026 and in satisfaction of the Manager's reimbursement obligation to its affiliate, Bluerock Real Estate Holdings, LLC ("BREH"), for a portion of the salary payable by BREH to the Reporting Person for the quarter ending June 30, 2026 for services provided to the Manager in the Reporting Person's capacity as Chief Executive Officer thereof. These LTIP Units were fully vested upon issuance, and may convert to OP Units upon reaching capital account equivalency with the OP Units held by the Issuer, and may then be redeemed for cash or, at the option of the Issuer and after a one year holding period (including any period during which the LTIP Units were held), settled in shares of the Issuer's Class A common stock on a one-for-one basis. F1 · ownership.direct: Represents long-term incentive plan units ("LTIP Units") issued in partial satisfaction of the Issuer's Base Management Fee obligation to Bluerock Homes Manager, LLC (the "Manager") for the second quarter of 2026 and in satisfaction of the Manager's reimbursement obligation to its affiliate, Bluerock Real Estate Holdings, LLC ("BREH"), for a portion of the salary payable by BREH to the Reporting Person for the quarter ending June 30, 2026 for services provided to the Manager in the Reporting Person's capacity as Chief Executive Officer thereof. These LTIP Units were fully vested upon issuance, and may convert to OP Units upon reaching capital account equivalency with the OP Units held by the Issuer, and may then be redeemed for cash or, at the option of the Issuer and after a one year holding period (including any period during which the LTIP Units were held), settled in shares of the Issuer's Class A common stock on a one-for-one basis. Read SEC document |
| July 17, 2026 Filed Jul 21, 2026 23:33 UTC | Bluerock Private Real Estate Fund BPRE · Entity 9002 | OtherCommon Shares of Beneficial Interest | 1,935 | $12.93 | $25,019.55 |
DisclosureSEC source: 0001398344-26-012441 · fp0100114-1_4.xml · nonDerivative · entry 1 KAMFAR RAMIN · CIK 0001111908 · Trustee 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,935 Read SEC document |
| June 04, 2026 Filed Jun 8, 2026 21:24 UTC | Bluerock Private Real Estate Fund BPRE · Entity 9002 | PurchaseCommon Shares of Beneficial Interest | 1,667 | $15.00 | $25,005.00 |
DisclosureSEC source: 0001398344-26-010568 · fp0099325-1_4.xml · nonDerivative · entry 1 KAMFAR RAMIN · CIK 0001111908 · Trustee 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 25,005 F1 · ownership.nature: Shares held in family trust of which Reporting Person shares investment power and the Reporting Person and/or immediate family members are beneficiaries. Read SEC document |
| May 12, 2026 Filed May 14, 2026 20:00 UTC | Bluerock Homes Trust, Inc. BHM · Entity 6786 | GrantLTIP Units · Derivative | 13,624 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-26-061129 · tm2614385-1_4seq1.xml · derivative · entry 1 KAMFAR RAMIN · CIK 0001111908 · Director · Chairman and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,232,130 Underlying: Class A Common Stock · 13,624 shares Expires not disclosed F1 · derivative.exercise_price: Represents long-term incentive plan units ("LTIP Units") issued in partial satisfaction of the Issuer's Base Management Fee obligation to Bluerock Homes Manager, LLC (the "Manager") for the first quarter of 2026 and in satisfaction of the Manager's reimbursement obligation to its affiliate, Bluerock Real Estate Holdings, LLC ("BREH"), for a portion of the salary payable by BREH to the Reporting Person for the quarter ending March 31, 2026 for services provided to the Manager in the Reporting Person's capacity as Chief Executive Officer thereof. These LTIP Units were fully vested upon issuance, and may convert to OP Units upon reaching capital account equivalency with the OP Units held by the Issuer, and may then be redeemed for cash or, at the option of the Issuer and after a one year holding period (including any period during which the LTIP Units were held), settled in shares of the Issuer's Class A common stock on a one-for-one basis. F1 · price: Represents long-term incentive plan units ("LTIP Units") issued in partial satisfaction of the Issuer's Base Management Fee obligation to Bluerock Homes Manager, LLC (the "Manager") for the first quarter of 2026 and in satisfaction of the Manager's reimbursement obligation to its affiliate, Bluerock Real Estate Holdings, LLC ("BREH"), for a portion of the salary payable by BREH to the Reporting Person for the quarter ending March 31, 2026 for services provided to the Manager in the Reporting Person's capacity as Chief Executive Officer thereof. These LTIP Units were fully vested upon issuance, and may convert to OP Units upon reaching capital account equivalency with the OP Units held by the Issuer, and may then be redeemed for cash or, at the option of the Issuer and after a one year holding period (including any period during which the LTIP Units were held), settled in shares of the Issuer's Class A common stock on a one-for-one basis. F1 · derivative.exercise_date: Represents long-term incentive plan units ("LTIP Units") issued in partial satisfaction of the Issuer's Base Management Fee obligation to Bluerock Homes Manager, LLC (the "Manager") for the first quarter of 2026 and in satisfaction of the Manager's reimbursement obligation to its affiliate, Bluerock Real Estate Holdings, LLC ("BREH"), for a portion of the salary payable by BREH to the Reporting Person for the quarter ending March 31, 2026 for services provided to the Manager in the Reporting Person's capacity as Chief Executive Officer thereof. These LTIP Units were fully vested upon issuance, and may convert to OP Units upon reaching capital account equivalency with the OP Units held by the Issuer, and may then be redeemed for cash or, at the option of the Issuer and after a one year holding period (including any period during which the LTIP Units were held), settled in shares of the Issuer's Class A common stock on a one-for-one basis. F1 · derivative.expiration_date: Represents long-term incentive plan units ("LTIP Units") issued in partial satisfaction of the Issuer's Base Management Fee obligation to Bluerock Homes Manager, LLC (the "Manager") for the first quarter of 2026 and in satisfaction of the Manager's reimbursement obligation to its affiliate, Bluerock Real Estate Holdings, LLC ("BREH"), for a portion of the salary payable by BREH to the Reporting Person for the quarter ending March 31, 2026 for services provided to the Manager in the Reporting Person's capacity as Chief Executive Officer thereof. These LTIP Units were fully vested upon issuance, and may convert to OP Units upon reaching capital account equivalency with the OP Units held by the Issuer, and may then be redeemed for cash or, at the option of the Issuer and after a one year holding period (including any period during which the LTIP Units were held), settled in shares of the Issuer's Class A common stock on a one-for-one basis. F1 · ownership.direct: Represents long-term incentive plan units ("LTIP Units") issued in partial satisfaction of the Issuer's Base Management Fee obligation to Bluerock Homes Manager, LLC (the "Manager") for the first quarter of 2026 and in satisfaction of the Manager's reimbursement obligation to its affiliate, Bluerock Real Estate Holdings, LLC ("BREH"), for a portion of the salary payable by BREH to the Reporting Person for the quarter ending March 31, 2026 for services provided to the Manager in the Reporting Person's capacity as Chief Executive Officer thereof. These LTIP Units were fully vested upon issuance, and may convert to OP Units upon reaching capital account equivalency with the OP Units held by the Issuer, and may then be redeemed for cash or, at the option of the Issuer and after a one year holding period (including any period during which the LTIP Units were held), settled in shares of the Issuer's Class A common stock on a one-for-one basis. Read SEC document |
| March 20, 2026 Filed Mar 24, 2026 19:00 UTC | Bluerock Homes Trust, Inc. BHM · Entity 6786 | PurchaseClass A Common Stock, par value $0.01 per share | 5,707 | $10.97 | $62,605.79 |
DisclosureSEC source: 0001104659-26-033804 · tm269565-1_4seq1.xml · nonDerivative · entry 1 KAMFAR RAMIN · CIK 0001111908 · Director · Chairman and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 59,224 F1 · price: This transaction was executed in multiple trades at prices ranging from $10.57 to $11.00. The price reported in Column 4 is a weighted average price. The Reporting Person hereby undertakes to provide upon request to the SEC staff, the Issuer or a security holder of the Issuer full information regarding the number of shares and prices at which the transactions were effected. Read SEC document |
| March 19, 2026 Filed Mar 20, 2026 20:00 UTC | Bluerock Homes Trust, Inc. BHM · Entity 6786 | PurchaseClass A Common Stock, par value $0.01 per share | 3,071 | $10.68 | $32,798.28 |
DisclosureSEC source: 0001104659-26-032683 · tm269362-1_4seq1.xml · nonDerivative · entry 2 KAMFAR RAMIN · CIK 0001111908 · Director · Chairman and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 53,517 F2 · price: This transaction was executed in multiple trades at prices ranging from $10.59 to $10.75. The price reported in Column 4 is a weighted average price. The Reporting Person hereby undertakes to provide upon request to the SEC staff, the Issuer or a security holder of the Issuer full information regarding the number of shares and prices at which the transactions were effected. Read SEC document |
| March 18, 2026 Filed Mar 20, 2026 20:00 UTC | Bluerock Homes Trust, Inc. BHM · Entity 6786 | PurchaseClass A Common Stock, par value $0.01 per share | 22,727 | $10.97 | $249,315.19 |
DisclosureSEC source: 0001104659-26-032683 · tm269362-1_4seq1.xml · nonDerivative · entry 1 KAMFAR RAMIN · CIK 0001111908 · Director · Chairman and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 50,446 F1 · price: This transaction was executed in multiple trades at prices ranging from $10.68 to $11.00. The price reported in Column 4 is a weighted average price. The Reporting Person hereby undertakes to provide upon request to the SEC staff, the Issuer or a security holder of the Issuer full information regarding the number of shares and prices at which the transactions were effected. Read SEC document |
| March 03, 2026 Filed Mar 11, 2026 20:00 UTC | Bluerock Homes Trust, Inc. BHM · Entity 6786 | PurchaseClass A Common Stock, par value $0.01 per share | 25,000 | $11.65 | $291,250.00 |
DisclosureSEC source: 0001104659-26-026372 · tm268480-1_4seq1.xml · nonDerivative · entry 4 KAMFAR RAMIN · CIK 0001111908 · Director · Chairman and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,719 Read SEC document |
| February 18, 2026 Filed Feb 20, 2026 20:00 UTC | Bluerock Homes Trust, Inc. BHM · Entity 6786 | GrantLTIP Units · Derivative | 15,894 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-26-018101 · tm266757-2_4seq1.xml · derivative · entry 1 KAMFAR RAMIN · CIK 0001111908 · Director · Chairman and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,218,506 Underlying: Class A Common Stock · 15,894 shares Expires not disclosed F1 · derivative.exercise_price: Represents long-term incentive plan units ("LTIP Units") issued in partial satisfaction of the Issuer's Base Management Fee obligation to Bluerock Homes Manager, LLC (the "Manager") for the fourth quarter of 2025 and in satisfaction of the Manager's reimbursement obligation to its affiliate, Bluerock Real Estate Holdings, LLC ("BREH"), for a portion of the salary payable by BREH to the Reporting Person for the quarter ending December 31, 2025 for services provided to the Manager in the Reporting Person's capacity as Chief Executive Officer thereof. These LTIP Units were fully vested upon issuance, and may convert to OP Units upon reaching capital account equivalency with the OP Units held by the Issuer, and may then be redeemed for cash or, at the option of the Issuer and after a one year holding period (including any period during which the LTIP Units were held), settled in shares of the Issuer's Class A common stock on a one-for-one basis. F1 · price: Represents long-term incentive plan units ("LTIP Units") issued in partial satisfaction of the Issuer's Base Management Fee obligation to Bluerock Homes Manager, LLC (the "Manager") for the fourth quarter of 2025 and in satisfaction of the Manager's reimbursement obligation to its affiliate, Bluerock Real Estate Holdings, LLC ("BREH"), for a portion of the salary payable by BREH to the Reporting Person for the quarter ending December 31, 2025 for services provided to the Manager in the Reporting Person's capacity as Chief Executive Officer thereof. These LTIP Units were fully vested upon issuance, and may convert to OP Units upon reaching capital account equivalency with the OP Units held by the Issuer, and may then be redeemed for cash or, at the option of the Issuer and after a one year holding period (including any period during which the LTIP Units were held), settled in shares of the Issuer's Class A common stock on a one-for-one basis. F1 · derivative.exercise_date: Represents long-term incentive plan units ("LTIP Units") issued in partial satisfaction of the Issuer's Base Management Fee obligation to Bluerock Homes Manager, LLC (the "Manager") for the fourth quarter of 2025 and in satisfaction of the Manager's reimbursement obligation to its affiliate, Bluerock Real Estate Holdings, LLC ("BREH"), for a portion of the salary payable by BREH to the Reporting Person for the quarter ending December 31, 2025 for services provided to the Manager in the Reporting Person's capacity as Chief Executive Officer thereof. These LTIP Units were fully vested upon issuance, and may convert to OP Units upon reaching capital account equivalency with the OP Units held by the Issuer, and may then be redeemed for cash or, at the option of the Issuer and after a one year holding period (including any period during which the LTIP Units were held), settled in shares of the Issuer's Class A common stock on a one-for-one basis. F1 · derivative.expiration_date: Represents long-term incentive plan units ("LTIP Units") issued in partial satisfaction of the Issuer's Base Management Fee obligation to Bluerock Homes Manager, LLC (the "Manager") for the fourth quarter of 2025 and in satisfaction of the Manager's reimbursement obligation to its affiliate, Bluerock Real Estate Holdings, LLC ("BREH"), for a portion of the salary payable by BREH to the Reporting Person for the quarter ending December 31, 2025 for services provided to the Manager in the Reporting Person's capacity as Chief Executive Officer thereof. These LTIP Units were fully vested upon issuance, and may convert to OP Units upon reaching capital account equivalency with the OP Units held by the Issuer, and may then be redeemed for cash or, at the option of the Issuer and after a one year holding period (including any period during which the LTIP Units were held), settled in shares of the Issuer's Class A common stock on a one-for-one basis. F1 · ownership.direct: Represents long-term incentive plan units ("LTIP Units") issued in partial satisfaction of the Issuer's Base Management Fee obligation to Bluerock Homes Manager, LLC (the "Manager") for the fourth quarter of 2025 and in satisfaction of the Manager's reimbursement obligation to its affiliate, Bluerock Real Estate Holdings, LLC ("BREH"), for a portion of the salary payable by BREH to the Reporting Person for the quarter ending December 31, 2025 for services provided to the Manager in the Reporting Person's capacity as Chief Executive Officer thereof. These LTIP Units were fully vested upon issuance, and may convert to OP Units upon reaching capital account equivalency with the OP Units held by the Issuer, and may then be redeemed for cash or, at the option of the Issuer and after a one year holding period (including any period during which the LTIP Units were held), settled in shares of the Issuer's Class A common stock on a one-for-one basis. Read SEC document |
| January 23, 2026 Filed Jan 24, 2026 02:45 UTC | Bluerock Acquisition Corp. BLRK · Entity 6197 | OtherClass B Ordinary Shares · Derivative | 35,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-26-007432 · ownership.xml · derivative · entry 2 Bluerock Acquisition Holdings, LLC · CIK 0002081441 · Director · 10% owner KAMFAR RAMIN · CIK 0001111908 · Director · CEO and Chairman · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,655,000 Underlying: Class A Ordinary Shares · 35,000 shares Expires not disclosed F1 · derivative.exercise_price: The Class B Ordinary Shares are automatically convertible into the Issuer's Class A Ordinary Shares at the time of the Issuer's initial business combination on a one-for-one basis, subject to adjustment pursuant to certain anti-dilution rights, and have no expiration date. F2 · kind: On January 23, 2026, Bluerock Acquisition Holdings, LLC (the "Sponsor") transferred 35,000 Class B Ordinary Shares of the Issuer to Ziv Conen for $0.003 per share. F1 · derivative.exercise_date: The Class B Ordinary Shares are automatically convertible into the Issuer's Class A Ordinary Shares at the time of the Issuer's initial business combination on a one-for-one basis, subject to adjustment pursuant to certain anti-dilution rights, and have no expiration date. F1 · derivative.expiration_date: The Class B Ordinary Shares are automatically convertible into the Issuer's Class A Ordinary Shares at the time of the Issuer's initial business combination on a one-for-one basis, subject to adjustment pursuant to certain anti-dilution rights, and have no expiration date. F3 · ownership.direct: The Sponsor is the record holder of the securities reported herein. BEH SPAC Holdings, LLC ("BEH") is the managing member of the Sponsor. Bluerock Enterprise Holdings, LP ("Bluerock Enterprise") is the sole member of BEH. Bluerock Holdings Manager, Inc. ("Bluerock Manager") is the general partner of Bluerock Enterprise. Ramin Kamfar controls Bluerock Manager and has voting and investment discretion with respect to the securities held of record by the Sponsor. Read SEC document |
| January 23, 2026 Filed Jan 24, 2026 02:45 UTC | Bluerock Acquisition Corp. BLRK · Entity 6197 | OtherClass B Ordinary Shares | 35,000 | $105.00 | $3,675,000.00 |
DisclosureSEC source: 0001213900-26-007432 · ownership.xml · nonDerivative · entry 1 Bluerock Acquisition Holdings, LLC · CIK 0002081441 · Director · 10% owner KAMFAR RAMIN · CIK 0001111908 · Director · CEO and Chairman · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,655,000 F1 · kind: The Class B Ordinary Shares are automatically convertible into the Issuer's Class A Ordinary Shares at the time of the Issuer's initial business combination on a one-for-one basis, subject to adjustment pursuant to certain anti-dilution rights, and have no expiration date. F2 · ownership.direct: On January 23, 2026, Bluerock Acquisition Holdings, LLC (the "Sponsor") transferred 35,000 Class B Ordinary Shares of the Issuer to Ziv Conen for $0.003 per share. Read SEC document |
| December 12, 2025 Filed Mar 11, 2026 20:00 UTC | Bluerock Homes Trust, Inc. BHM · Entity 6786 | PurchaseClass A Common Stock, par value $0.01 per share | 100 | $8.50 | $850.00 |
DisclosureSEC source: 0001104659-26-026372 · tm268480-1_4seq1.xml · nonDerivative · entry 3 KAMFAR RAMIN · CIK 0001111908 · Director · Chairman and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,719 Read SEC document |
| December 12, 2025 Filed Mar 11, 2026 20:00 UTC | Bluerock Homes Trust, Inc. BHM · Entity 6786 | PurchaseClass A Common Stock, par value $0.01 per share | 500 | $8.80 | $4,400.00 |
DisclosureSEC source: 0001104659-26-026372 · tm268480-1_4seq1.xml · nonDerivative · entry 2 KAMFAR RAMIN · CIK 0001111908 · Director · Chairman and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,619 Read SEC document |
| December 12, 2025 Filed Mar 11, 2026 20:00 UTC | Bluerock Homes Trust, Inc. BHM · Entity 6786 | PurchaseClass A Common Stock, par value $0.01 per share | 100 | $8.45 | $845.00 |
DisclosureSEC source: 0001104659-26-026372 · tm268480-1_4seq1.xml · nonDerivative · entry 1 KAMFAR RAMIN · CIK 0001111908 · Director · Chairman and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,119 Read SEC document |
| November 11, 2025 Filed Nov 12, 2025 21:00 UTC | Bluerock Homes Trust, Inc. BHM · Entity 6786 | GrantLTIP Units · Derivative | 15,951 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-25-110311 · tm2530898-1_4seq1.xml · derivative · entry 1 KAMFAR RAMIN · CIK 0001111908 · Director · Chairman and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,202,612 Underlying: Class A Common Stock · 15,951 shares Expires not disclosed F1 · derivative.exercise_price: Represents long-term incentive plan units ("LTIP Units") issued in partial satisfaction of the Issuer's Base Management Fee obligation to Bluerock Homes Manager, LLC (the "Manager") for the third quarter of 2025 and in satisfaction of the Manager's reimbursement obligation to its affiliate, Bluerock Real Estate Holdings, LLC ("BREH"), for a portion of the salary payable by BREH to the Reporting Person for the quarter ending September 30, 2025 for services provided to the Manager in the Reporting Person's capacity as Chief Executive Officer thereof. These LTIP Units were fully vested upon issuance, and may convert to OP Units upon reaching capital account equivalency with the OP Units held by the Issuer, and may then be redeemed for cash or, at the option of the Issuer and after a one year holding period (including any period during which the LTIP Units were held), settled in shares of the Issuer's Class A common stock on a one-for-one basis. F1 · price: Represents long-term incentive plan units ("LTIP Units") issued in partial satisfaction of the Issuer's Base Management Fee obligation to Bluerock Homes Manager, LLC (the "Manager") for the third quarter of 2025 and in satisfaction of the Manager's reimbursement obligation to its affiliate, Bluerock Real Estate Holdings, LLC ("BREH"), for a portion of the salary payable by BREH to the Reporting Person for the quarter ending September 30, 2025 for services provided to the Manager in the Reporting Person's capacity as Chief Executive Officer thereof. These LTIP Units were fully vested upon issuance, and may convert to OP Units upon reaching capital account equivalency with the OP Units held by the Issuer, and may then be redeemed for cash or, at the option of the Issuer and after a one year holding period (including any period during which the LTIP Units were held), settled in shares of the Issuer's Class A common stock on a one-for-one basis. F1 · derivative.exercise_date: Represents long-term incentive plan units ("LTIP Units") issued in partial satisfaction of the Issuer's Base Management Fee obligation to Bluerock Homes Manager, LLC (the "Manager") for the third quarter of 2025 and in satisfaction of the Manager's reimbursement obligation to its affiliate, Bluerock Real Estate Holdings, LLC ("BREH"), for a portion of the salary payable by BREH to the Reporting Person for the quarter ending September 30, 2025 for services provided to the Manager in the Reporting Person's capacity as Chief Executive Officer thereof. These LTIP Units were fully vested upon issuance, and may convert to OP Units upon reaching capital account equivalency with the OP Units held by the Issuer, and may then be redeemed for cash or, at the option of the Issuer and after a one year holding period (including any period during which the LTIP Units were held), settled in shares of the Issuer's Class A common stock on a one-for-one basis. F1 · derivative.expiration_date: Represents long-term incentive plan units ("LTIP Units") issued in partial satisfaction of the Issuer's Base Management Fee obligation to Bluerock Homes Manager, LLC (the "Manager") for the third quarter of 2025 and in satisfaction of the Manager's reimbursement obligation to its affiliate, Bluerock Real Estate Holdings, LLC ("BREH"), for a portion of the salary payable by BREH to the Reporting Person for the quarter ending September 30, 2025 for services provided to the Manager in the Reporting Person's capacity as Chief Executive Officer thereof. These LTIP Units were fully vested upon issuance, and may convert to OP Units upon reaching capital account equivalency with the OP Units held by the Issuer, and may then be redeemed for cash or, at the option of the Issuer and after a one year holding period (including any period during which the LTIP Units were held), settled in shares of the Issuer's Class A common stock on a one-for-one basis. F1 · ownership.direct: Represents long-term incentive plan units ("LTIP Units") issued in partial satisfaction of the Issuer's Base Management Fee obligation to Bluerock Homes Manager, LLC (the "Manager") for the third quarter of 2025 and in satisfaction of the Manager's reimbursement obligation to its affiliate, Bluerock Real Estate Holdings, LLC ("BREH"), for a portion of the salary payable by BREH to the Reporting Person for the quarter ending September 30, 2025 for services provided to the Manager in the Reporting Person's capacity as Chief Executive Officer thereof. These LTIP Units were fully vested upon issuance, and may convert to OP Units upon reaching capital account equivalency with the OP Units held by the Issuer, and may then be redeemed for cash or, at the option of the Issuer and after a one year holding period (including any period during which the LTIP Units were held), settled in shares of the Issuer's Class A common stock on a one-for-one basis. Read SEC document |
| August 19, 2025 Filed Aug 20, 2025 19:00 UTC | Bluerock Homes Trust, Inc. BHM · Entity 6786 | GrantLTIP Units · Derivative | 11,437 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-25-080857 · tm2523828-1_4seq1.xml · derivative · entry 1 KAMFAR RAMIN · CIK 0001111908 · Director · Chairman and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,186,661 Underlying: Class A Common Stock · 11,437 shares Expires not disclosed F1 · derivative.exercise_price: Represents long-term incentive plan units ("LTIP Units") issued in partial satisfaction of the Issuer's Base Management Fee obligation to Bluerock Homes Manager, LLC (the "Manager") for the second quarter of 2025 and in satisfaction of the Manager's reimbursement obligation to its affiliate, Bluerock Real Estate Holdings, LLC ("BREH"), for a portion of the salary payable by BREH to the Reporting Person for the quarter ending June 30, 2025 for services provided to the Manager in the Reporting Person's capacity as Chief Executive Officer thereof. These LTIP Units were fully vested upon issuance, and may convert to OP Units upon reaching capital account equivalency with the OP Units held by the Issuer, and may then be redeemed for cash or, at the option of the Issuer and after a one year holding period (including any period during which the LTIP Units were held), settled in shares of the Issuer's Class A common stock on a one-for-one basis. F1 · price: Represents long-term incentive plan units ("LTIP Units") issued in partial satisfaction of the Issuer's Base Management Fee obligation to Bluerock Homes Manager, LLC (the "Manager") for the second quarter of 2025 and in satisfaction of the Manager's reimbursement obligation to its affiliate, Bluerock Real Estate Holdings, LLC ("BREH"), for a portion of the salary payable by BREH to the Reporting Person for the quarter ending June 30, 2025 for services provided to the Manager in the Reporting Person's capacity as Chief Executive Officer thereof. These LTIP Units were fully vested upon issuance, and may convert to OP Units upon reaching capital account equivalency with the OP Units held by the Issuer, and may then be redeemed for cash or, at the option of the Issuer and after a one year holding period (including any period during which the LTIP Units were held), settled in shares of the Issuer's Class A common stock on a one-for-one basis. F1 · derivative.exercise_date: Represents long-term incentive plan units ("LTIP Units") issued in partial satisfaction of the Issuer's Base Management Fee obligation to Bluerock Homes Manager, LLC (the "Manager") for the second quarter of 2025 and in satisfaction of the Manager's reimbursement obligation to its affiliate, Bluerock Real Estate Holdings, LLC ("BREH"), for a portion of the salary payable by BREH to the Reporting Person for the quarter ending June 30, 2025 for services provided to the Manager in the Reporting Person's capacity as Chief Executive Officer thereof. These LTIP Units were fully vested upon issuance, and may convert to OP Units upon reaching capital account equivalency with the OP Units held by the Issuer, and may then be redeemed for cash or, at the option of the Issuer and after a one year holding period (including any period during which the LTIP Units were held), settled in shares of the Issuer's Class A common stock on a one-for-one basis. F1 · derivative.expiration_date: Represents long-term incentive plan units ("LTIP Units") issued in partial satisfaction of the Issuer's Base Management Fee obligation to Bluerock Homes Manager, LLC (the "Manager") for the second quarter of 2025 and in satisfaction of the Manager's reimbursement obligation to its affiliate, Bluerock Real Estate Holdings, LLC ("BREH"), for a portion of the salary payable by BREH to the Reporting Person for the quarter ending June 30, 2025 for services provided to the Manager in the Reporting Person's capacity as Chief Executive Officer thereof. These LTIP Units were fully vested upon issuance, and may convert to OP Units upon reaching capital account equivalency with the OP Units held by the Issuer, and may then be redeemed for cash or, at the option of the Issuer and after a one year holding period (including any period during which the LTIP Units were held), settled in shares of the Issuer's Class A common stock on a one-for-one basis. F1 · ownership.direct: Represents long-term incentive plan units ("LTIP Units") issued in partial satisfaction of the Issuer's Base Management Fee obligation to Bluerock Homes Manager, LLC (the "Manager") for the second quarter of 2025 and in satisfaction of the Manager's reimbursement obligation to its affiliate, Bluerock Real Estate Holdings, LLC ("BREH"), for a portion of the salary payable by BREH to the Reporting Person for the quarter ending June 30, 2025 for services provided to the Manager in the Reporting Person's capacity as Chief Executive Officer thereof. These LTIP Units were fully vested upon issuance, and may convert to OP Units upon reaching capital account equivalency with the OP Units held by the Issuer, and may then be redeemed for cash or, at the option of the Issuer and after a one year holding period (including any period during which the LTIP Units were held), settled in shares of the Issuer's Class A common stock on a one-for-one basis. Read SEC document |
| May 13, 2025 Filed May 14, 2025 20:01 UTC | Bluerock Homes Trust, Inc. BHM · Entity 6786 | GrantLTIP Units · Derivative | 14,603 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-25-048475 · tm2514941-2_4seq1.xml · derivative · entry 1 KAMFAR RAMIN · CIK 0001111908 · Chairman and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,175,224 Underlying: Class A Common Stock · 14,603 shares Expires not disclosed F1 · derivative.exercise_price: Represents long-term incentive plan units ("LTIP Units") issued in partial satisfaction of the Issuer's Base Management Fee obligation to Bluerock Homes Manager, LLC (the "Manager") for the first quarter of 2025 and in satisfaction of the Manager's reimbursement obligation to its affiliate, Bluerock Real Estate Holdings, LLC ("BREH"), for a portion of the salary payable by BREH to the Reporting Person for the quarter ending March 31, 2025 for services provided to the Manager in the Reporting Person's capacity as Chief Executive Officer thereof. These LTIP Units were fully vested upon issuance, and may convert to OP Units upon reaching capital account equivalency with the OP Units held by the Issuer, and may then be redeemed for cash or, at the option of the Issuer and after a one year holding period (including any period during which the LTIP Units were held), settled in shares of the Issuer's Class A common stock on a one-for-one basis. F1 · price: Represents long-term incentive plan units ("LTIP Units") issued in partial satisfaction of the Issuer's Base Management Fee obligation to Bluerock Homes Manager, LLC (the "Manager") for the first quarter of 2025 and in satisfaction of the Manager's reimbursement obligation to its affiliate, Bluerock Real Estate Holdings, LLC ("BREH"), for a portion of the salary payable by BREH to the Reporting Person for the quarter ending March 31, 2025 for services provided to the Manager in the Reporting Person's capacity as Chief Executive Officer thereof. These LTIP Units were fully vested upon issuance, and may convert to OP Units upon reaching capital account equivalency with the OP Units held by the Issuer, and may then be redeemed for cash or, at the option of the Issuer and after a one year holding period (including any period during which the LTIP Units were held), settled in shares of the Issuer's Class A common stock on a one-for-one basis. F1 · derivative.exercise_date: Represents long-term incentive plan units ("LTIP Units") issued in partial satisfaction of the Issuer's Base Management Fee obligation to Bluerock Homes Manager, LLC (the "Manager") for the first quarter of 2025 and in satisfaction of the Manager's reimbursement obligation to its affiliate, Bluerock Real Estate Holdings, LLC ("BREH"), for a portion of the salary payable by BREH to the Reporting Person for the quarter ending March 31, 2025 for services provided to the Manager in the Reporting Person's capacity as Chief Executive Officer thereof. These LTIP Units were fully vested upon issuance, and may convert to OP Units upon reaching capital account equivalency with the OP Units held by the Issuer, and may then be redeemed for cash or, at the option of the Issuer and after a one year holding period (including any period during which the LTIP Units were held), settled in shares of the Issuer's Class A common stock on a one-for-one basis. F1 · derivative.expiration_date: Represents long-term incentive plan units ("LTIP Units") issued in partial satisfaction of the Issuer's Base Management Fee obligation to Bluerock Homes Manager, LLC (the "Manager") for the first quarter of 2025 and in satisfaction of the Manager's reimbursement obligation to its affiliate, Bluerock Real Estate Holdings, LLC ("BREH"), for a portion of the salary payable by BREH to the Reporting Person for the quarter ending March 31, 2025 for services provided to the Manager in the Reporting Person's capacity as Chief Executive Officer thereof. These LTIP Units were fully vested upon issuance, and may convert to OP Units upon reaching capital account equivalency with the OP Units held by the Issuer, and may then be redeemed for cash or, at the option of the Issuer and after a one year holding period (including any period during which the LTIP Units were held), settled in shares of the Issuer's Class A common stock on a one-for-one basis. F1 · ownership.direct: Represents long-term incentive plan units ("LTIP Units") issued in partial satisfaction of the Issuer's Base Management Fee obligation to Bluerock Homes Manager, LLC (the "Manager") for the first quarter of 2025 and in satisfaction of the Manager's reimbursement obligation to its affiliate, Bluerock Real Estate Holdings, LLC ("BREH"), for a portion of the salary payable by BREH to the Reporting Person for the quarter ending March 31, 2025 for services provided to the Manager in the Reporting Person's capacity as Chief Executive Officer thereof. These LTIP Units were fully vested upon issuance, and may convert to OP Units upon reaching capital account equivalency with the OP Units held by the Issuer, and may then be redeemed for cash or, at the option of the Issuer and after a one year holding period (including any period during which the LTIP Units were held), settled in shares of the Issuer's Class A common stock on a one-for-one basis. Read SEC document |
| March 07, 2025 Filed Mar 11, 2025 20:30 UTC | Bluerock Homes Trust, Inc. BHM · Entity 6786 | GrantLTIP Units · Derivative | 16,038 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-25-022579 · tm258746-1_4seq1.xml · derivative · entry 1 KAMFAR RAMIN · CIK 0001111908 · Chairman and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,160,621 Underlying: Class A Common Stock · 16,038 shares Expires not disclosed F1 · derivative.exercise_price: Represents long-term incentive plan units ("LTIP Units") issued in partial satisfaction of the Issuer's Base Management Fee obligation to Bluerock Homes Manager, LLC (the "Manager") for the fourth quarter of 2024 and in satisfaction of the Manager's reimbursement obligation to its affiliate, Bluerock Real Estate Holdings, LLC ("BREH"), for a portion of the salary payable by BREH to the Reporting Person for the quarter ending December 31, 2024 for services provided to the Manager in the Reporting Person's capacity as Chief Executive Officer thereof. These LTIP Units were fully vested upon issuance, and may convert to OP Units upon reaching capital account equivalency with the OP Units held by the Issuer, and may then be redeemed for cash or, at the option of the Issuer and after a one year holding period (including any period during which the LTIP Units were held), settled in shares of the Issuer's Class A common stock on a one-for-one basis. F1 · price: Represents long-term incentive plan units ("LTIP Units") issued in partial satisfaction of the Issuer's Base Management Fee obligation to Bluerock Homes Manager, LLC (the "Manager") for the fourth quarter of 2024 and in satisfaction of the Manager's reimbursement obligation to its affiliate, Bluerock Real Estate Holdings, LLC ("BREH"), for a portion of the salary payable by BREH to the Reporting Person for the quarter ending December 31, 2024 for services provided to the Manager in the Reporting Person's capacity as Chief Executive Officer thereof. These LTIP Units were fully vested upon issuance, and may convert to OP Units upon reaching capital account equivalency with the OP Units held by the Issuer, and may then be redeemed for cash or, at the option of the Issuer and after a one year holding period (including any period during which the LTIP Units were held), settled in shares of the Issuer's Class A common stock on a one-for-one basis. F1 · derivative.exercise_date: Represents long-term incentive plan units ("LTIP Units") issued in partial satisfaction of the Issuer's Base Management Fee obligation to Bluerock Homes Manager, LLC (the "Manager") for the fourth quarter of 2024 and in satisfaction of the Manager's reimbursement obligation to its affiliate, Bluerock Real Estate Holdings, LLC ("BREH"), for a portion of the salary payable by BREH to the Reporting Person for the quarter ending December 31, 2024 for services provided to the Manager in the Reporting Person's capacity as Chief Executive Officer thereof. These LTIP Units were fully vested upon issuance, and may convert to OP Units upon reaching capital account equivalency with the OP Units held by the Issuer, and may then be redeemed for cash or, at the option of the Issuer and after a one year holding period (including any period during which the LTIP Units were held), settled in shares of the Issuer's Class A common stock on a one-for-one basis. F1 · derivative.expiration_date: Represents long-term incentive plan units ("LTIP Units") issued in partial satisfaction of the Issuer's Base Management Fee obligation to Bluerock Homes Manager, LLC (the "Manager") for the fourth quarter of 2024 and in satisfaction of the Manager's reimbursement obligation to its affiliate, Bluerock Real Estate Holdings, LLC ("BREH"), for a portion of the salary payable by BREH to the Reporting Person for the quarter ending December 31, 2024 for services provided to the Manager in the Reporting Person's capacity as Chief Executive Officer thereof. These LTIP Units were fully vested upon issuance, and may convert to OP Units upon reaching capital account equivalency with the OP Units held by the Issuer, and may then be redeemed for cash or, at the option of the Issuer and after a one year holding period (including any period during which the LTIP Units were held), settled in shares of the Issuer's Class A common stock on a one-for-one basis. F1 · ownership.direct: Represents long-term incentive plan units ("LTIP Units") issued in partial satisfaction of the Issuer's Base Management Fee obligation to Bluerock Homes Manager, LLC (the "Manager") for the fourth quarter of 2024 and in satisfaction of the Manager's reimbursement obligation to its affiliate, Bluerock Real Estate Holdings, LLC ("BREH"), for a portion of the salary payable by BREH to the Reporting Person for the quarter ending December 31, 2024 for services provided to the Manager in the Reporting Person's capacity as Chief Executive Officer thereof. These LTIP Units were fully vested upon issuance, and may convert to OP Units upon reaching capital account equivalency with the OP Units held by the Issuer, and may then be redeemed for cash or, at the option of the Issuer and after a one year holding period (including any period during which the LTIP Units were held), settled in shares of the Issuer's Class A common stock on a one-for-one basis. Read SEC document |
| November 12, 2024 Filed Nov 13, 2024 21:31 UTC | Bluerock Homes Trust, Inc. BHM · Entity 6786 | GrantLTIP Units · Derivative | 12,973 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-24-117763 · tm2428303-2_4seq1.xml · derivative · entry 3 KAMFAR RAMIN · CIK 0001111908 · Director · Chairman and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,144,583 Underlying: Class A Common Stock · 12,973 shares Expires not disclosed F3 · derivative.exercise_price: Represents LTIP Units issued in partial satisfaction of the Issuer's Base Management Fee obligation to the Manager for the third quarter of 2024 and in satisfaction of the Manager's reimbursement obligation to its affiliate, Bluerock Real Estate Holdings, LLC ("BREH"), for a portion of the salary payable by BREH to R. Ramin Kamfar for the quarter ending September 30, 2024 for services provided to the Manager in R. Ramin Kamfar's capacity as Chief Executive Officer thereof. These LTIP Units were fully vested upon issuance, and may convert to OP Units upon reaching capital account equivalency with the OP Units held by the Issuer, and may then be redeemed for cash or, at the option of the Issuer and after a one year holding period (including any period during which the LTIP Units were held), settled in shares of the Issuer's Class A common stock on a one-for-one basis. F3 · price: Represents LTIP Units issued in partial satisfaction of the Issuer's Base Management Fee obligation to the Manager for the third quarter of 2024 and in satisfaction of the Manager's reimbursement obligation to its affiliate, Bluerock Real Estate Holdings, LLC ("BREH"), for a portion of the salary payable by BREH to R. Ramin Kamfar for the quarter ending September 30, 2024 for services provided to the Manager in R. Ramin Kamfar's capacity as Chief Executive Officer thereof. These LTIP Units were fully vested upon issuance, and may convert to OP Units upon reaching capital account equivalency with the OP Units held by the Issuer, and may then be redeemed for cash or, at the option of the Issuer and after a one year holding period (including any period during which the LTIP Units were held), settled in shares of the Issuer's Class A common stock on a one-for-one basis. F3 · derivative.exercise_date: Represents LTIP Units issued in partial satisfaction of the Issuer's Base Management Fee obligation to the Manager for the third quarter of 2024 and in satisfaction of the Manager's reimbursement obligation to its affiliate, Bluerock Real Estate Holdings, LLC ("BREH"), for a portion of the salary payable by BREH to R. Ramin Kamfar for the quarter ending September 30, 2024 for services provided to the Manager in R. Ramin Kamfar's capacity as Chief Executive Officer thereof. These LTIP Units were fully vested upon issuance, and may convert to OP Units upon reaching capital account equivalency with the OP Units held by the Issuer, and may then be redeemed for cash or, at the option of the Issuer and after a one year holding period (including any period during which the LTIP Units were held), settled in shares of the Issuer's Class A common stock on a one-for-one basis. F3 · derivative.expiration_date: Represents LTIP Units issued in partial satisfaction of the Issuer's Base Management Fee obligation to the Manager for the third quarter of 2024 and in satisfaction of the Manager's reimbursement obligation to its affiliate, Bluerock Real Estate Holdings, LLC ("BREH"), for a portion of the salary payable by BREH to R. Ramin Kamfar for the quarter ending September 30, 2024 for services provided to the Manager in R. Ramin Kamfar's capacity as Chief Executive Officer thereof. These LTIP Units were fully vested upon issuance, and may convert to OP Units upon reaching capital account equivalency with the OP Units held by the Issuer, and may then be redeemed for cash or, at the option of the Issuer and after a one year holding period (including any period during which the LTIP Units were held), settled in shares of the Issuer's Class A common stock on a one-for-one basis. F3 · ownership.direct: Represents LTIP Units issued in partial satisfaction of the Issuer's Base Management Fee obligation to the Manager for the third quarter of 2024 and in satisfaction of the Manager's reimbursement obligation to its affiliate, Bluerock Real Estate Holdings, LLC ("BREH"), for a portion of the salary payable by BREH to R. Ramin Kamfar for the quarter ending September 30, 2024 for services provided to the Manager in R. Ramin Kamfar's capacity as Chief Executive Officer thereof. These LTIP Units were fully vested upon issuance, and may convert to OP Units upon reaching capital account equivalency with the OP Units held by the Issuer, and may then be redeemed for cash or, at the option of the Issuer and after a one year holding period (including any period during which the LTIP Units were held), settled in shares of the Issuer's Class A common stock on a one-for-one basis. Read SEC document |
| November 12, 2024 Filed Nov 13, 2024 21:31 UTC | Bluerock Homes Trust, Inc. BHM · Entity 6786 | GrantLTIP Units · Derivative | 66,372 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-24-117763 · tm2428303-2_4seq1.xml · derivative · entry 2 KAMFAR RAMIN · CIK 0001111908 · Director · Chairman and CEO 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnote Disclosed balance after: 1,131,610 Underlying: Class A Common Stock · 66,372 shares Expires not disclosed F2 · derivative.exercise_price: Represents LTIP Units in the Operating Partnership, of which the Issuer is the general partner. The LTIP Units are owned by the Manager, in which R. Ramin Kamfar owns an indirect pecuniary interest. These LTIP Units were fully vested upon issuance, and may convert to Operating Partnership Units ("OP Units") upon reaching capital account equivalency with the OP Units held by the Issuer, and may then be redeemed for cash or, at the option of the Issuer and after a one year holding period (including any period during which the LTIP Units were held), settled in shares of the Issuer's Class A common stock on a one-for-one basis. F2 · price: Represents LTIP Units in the Operating Partnership, of which the Issuer is the general partner. The LTIP Units are owned by the Manager, in which R. Ramin Kamfar owns an indirect pecuniary interest. These LTIP Units were fully vested upon issuance, and may convert to Operating Partnership Units ("OP Units") upon reaching capital account equivalency with the OP Units held by the Issuer, and may then be redeemed for cash or, at the option of the Issuer and after a one year holding period (including any period during which the LTIP Units were held), settled in shares of the Issuer's Class A common stock on a one-for-one basis. F2 · derivative.exercise_date: Represents LTIP Units in the Operating Partnership, of which the Issuer is the general partner. The LTIP Units are owned by the Manager, in which R. Ramin Kamfar owns an indirect pecuniary interest. These LTIP Units were fully vested upon issuance, and may convert to Operating Partnership Units ("OP Units") upon reaching capital account equivalency with the OP Units held by the Issuer, and may then be redeemed for cash or, at the option of the Issuer and after a one year holding period (including any period during which the LTIP Units were held), settled in shares of the Issuer's Class A common stock on a one-for-one basis. F2 · derivative.expiration_date: Represents LTIP Units in the Operating Partnership, of which the Issuer is the general partner. The LTIP Units are owned by the Manager, in which R. Ramin Kamfar owns an indirect pecuniary interest. These LTIP Units were fully vested upon issuance, and may convert to Operating Partnership Units ("OP Units") upon reaching capital account equivalency with the OP Units held by the Issuer, and may then be redeemed for cash or, at the option of the Issuer and after a one year holding period (including any period during which the LTIP Units were held), settled in shares of the Issuer's Class A common stock on a one-for-one basis. F2 · ownership.nature: Represents LTIP Units in the Operating Partnership, of which the Issuer is the general partner. The LTIP Units are owned by the Manager, in which R. Ramin Kamfar owns an indirect pecuniary interest. These LTIP Units were fully vested upon issuance, and may convert to Operating Partnership Units ("OP Units") upon reaching capital account equivalency with the OP Units held by the Issuer, and may then be redeemed for cash or, at the option of the Issuer and after a one year holding period (including any period during which the LTIP Units were held), settled in shares of the Issuer's Class A common stock on a one-for-one basis. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.