Bayhunt Capital LLC
Bayhunt Capital LLC reported 23 holdings worth US$77.1M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 14, 2026
Bayhunt Capital LLC reported 23 holdings worth US$77.1M as of Jun 30, 2026. Largest: American Healthcare Reit, Inc., American Homes 4 Rent and Ventas, Inc. Filed Aug 14, 2026 (Form 13F).
- Holdings
- 23
- Value as reported
- US$77.1M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| American Healthcare Reit, Inc. | 150K | US$7.07M | 9.2% |
| American Homes 4 Rent | 202K | US$6.48M | 8.4% |
| Ventas, Inc. | 77,424 | US$5.99M | 7.8% |
| Brixmor Property Group Inc. | 221K | US$5.8M | 7.5% |
| Welltower Inc. | 29,003 | US$5.38M | 7.0% |
| Stag Industrial, Inc. | 121K | US$4.46M | 5.8% |
| Macerich Company (the) | 239K | US$4.41M | 5.7% |
| Extra Space Storage Inc | 31,894 | US$4.15M | 5.4% |
| Lennar Corporation | 29,936 | US$3.08M | 4.0% |
| Urban Edge Properties | 154K | US$2.96M | 3.8% |
| Americold Realty Trust, Inc. | 229K | US$2.95M | 3.8% |
| Kilroy Realty Corporation | 75,646 | US$2.83M | 3.7% |
| Douglas Emmett, Inc. | 241K | US$2.65M | 3.4% |
| Highwoods Properties, Inc. | 99,315 | US$2.56M | 3.3% |
| Alexandria Real Estate Equities, Inc. | 50,612 | US$2.48M | 3.2% |
| Century Communities, Inc. | 39,817 | US$2.36M | 3.1% |
| Meritage Homes Corporation | 33,963 | US$2.23M | 2.9% |
| Udr, Inc. | 49,511 | US$1.82M | 2.4% |
| Equity Residential | 28,747 | US$1.81M | 2.4% |
| Digital Realty Trust, Inc. | 11,644 | US$1.8M | 2.3% |
| Essential Properties Realty Trust, Inc. | 57,279 | US$1.7M | 2.2% |
| M/i Homes, Inc. | 11,640 | US$1.49M | 1.9% |
| First Industrial Realty Trust, Inc. | 10,970 | US$628K | 0.81% |
| Copt Defense Properties | 0 | US$0 | 0.00% |
| Cubesmart | 0 | US$0 | 0.00% |
| Eastgroup Properties, Inc. | 0 | US$0 | 0.00% |
| Pultegroup, Inc. | 0 | US$0 | 0.00% |
| Simon Property Group, Inc. | 0 | US$0 | 0.00% |
| Taylor Morrison Home Corporation | 0 | US$0 | 0.00% |
Source
View original at SEC
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