SCHEDULE 13G/A: Radoff Family Foundation and Bradley L. Radoff Disclose Significant Passive Stake in Bluerock Homes Trust

Bradley L. Radoff and The Radoff Family Foundation have disclosed beneficial ownership of 8.7% and 1.3% respectively, of Bluerock Homes Trust, Inc.'s Class A Common Stock as of December 31, 2024.

Summary

• The filing is an Amendment No. 4 to Schedule 13G for Bluerock Homes Trust, Inc. (Issuer), regarding its Class A Common Stock, $0.01 par value per share (CUSIP 09631H100).
• The Reporting Persons are The Radoff Family Foundation, a Texas non-profit corporation, and Bradley L. Radoff, a U.S. citizen.
• As of December 31, 2024, The Radoff Family Foundation directly owned 50,800 shares, representing approximately 1.3% of the outstanding Class A Common Stock.
• As of December 31, 2024, Bradley L. Radoff directly owned 294,000 shares.
• Mr. Radoff, as a director of The Radoff Family Foundation, is deemed to beneficially own the 50,800 shares held by the Foundation, bringing his total beneficial ownership to 344,800 shares, representing approximately 8.7% of the outstanding Class A Common Stock.
• The percentages are calculated based on 3,953,919 shares outstanding as of November 11, 2024, as disclosed in the Issuer's Quarterly Report on Form 10-Q filed on November 14, 2024.
• The Reporting Persons certify that the securities were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer, nor in connection with any transaction having that purpose or effect, other than activities solely in connection with a nomination under Rule 14a-11.

Sentiment

Score: 5

Explanation: The document is a routine beneficial ownership disclosure (Schedule 13G) and does not contain information that would typically influence sentiment positively or negatively regarding the company's operational performance or financial health. It merely reports a significant, passive stake.

Positives

• Bradley L. Radoff, a director of Radoff Family Foundation, holds a significant beneficial ownership of 8.7% in Bluerock Homes Trust, Inc., indicating a substantial personal investment.
• The Radoff Family Foundation holds a 1.3% stake, demonstrating philanthropic or long-term investment interest in the company.

Future Outlook

NA

Industry Context

NA

Stakeholder Impact

• Shareholders: Provides transparency regarding significant ownership stakes held by The Radoff Family Foundation and Bradley L. Radoff.
• Company Management: Indicates awareness of a significant, passive shareholder base.

Key Dates

Keywords

Bluerock Homes Trust, Class A Common Stock, Schedule 13G, Beneficial Ownership, Radoff Family Foundation, Bradley L. Radoff, SEC Filing, Real Estate