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Bayhunt Capital LLC 13F holdings

Filed 2026-08-14 · Bayhunt Capital LLC · 23 positions · $77.1M

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TickerCompanySharesValue% of portfolio
AHRAMERICAN HEALTHCARE REIT INC150.2K$7.1M9.2%
AMHAMERICAN HOMES 4 RENT201.8K$6.5M8.4%
VTRVENTAS INC77.4K$6.0M7.8%
BRXBRIXMOR PPTY GROUP INC221.2K$5.8M7.5%
WELLWELLTOWER INC29.0K$5.4M7.0%
STAGSTAG INDUSTRIAL INC121.3K$4.5M5.8%
MACMACERICH CO239.1K$4.4M5.7%
EXREXTRA SPACE STORAGE INC31.9K$4.2M5.4%
LENLENNAR CORP29.9K$3.1M4.0%
UEURBAN EDGE PPTYS154.2K$3.0M3.8%
COLDAMERICOLD REALTY TRUST INC229.4K$2.9M3.8%
KRCKILROY REALTY CORP75.6K$2.8M3.7%
DEIDOUGLAS EMMETT INC241.2K$2.7M3.4%
HIWHIGHWOODS PPTYS INC99.3K$2.6M3.3%
AREALEXANDRIA REAL ESTATE EQ IN50.6K$2.5M3.2%
CCSCENTURY COMMUNITIES INC39.8K$2.4M3.1%
MTHMERITAGE HOMES CORP34.0K$2.2M2.9%
UDRUDR INC49.5K$1.8M2.4%
VMRKEQUITY RESIDENTIAL28.7K$1.8M2.4%
DLRDIGITAL RLTY TR INC11.6K$1.8M2.3%
EPRTESSENTIAL PPTYS RLTY TR INC57.3K$1.7M2.2%
MHOM/I HOMES INC11.6K$1.5M1.9%
FRFIRST INDL RLTY TR INC11.0K$628,2520.8%
Top Fund Holdings
13F
Top Fund Holdings

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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
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