Q1 2026 · 13F-HR
Bayhunt Capital LLCholdings as filed
Filed 2026-05-15 · accession 0001214659-26-006311
$105.6M
Reported value
20
Positions
2026-03-31
Period end
The Brief · Bayhunt Capital LLC · Q1 2026
AI · grounded in 13F
Bayhunt Capital LLC closed its positions in AMH and GLPI, reducing exposure by $14.8M and $14.8M respectively. The fund established new positions in WELL for $10.7M, UDR for $8.1M, and EQR for $7.6M. Additionally, the fund trimmed its holdings in VTR by 78.3% and EXR by 74.2%.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 95040Q104 | WELL | WELLTOWER INC | $10.7M | 10.1% | 57,671 | Common | SOLE |
| 398182303 | AHR | AMERICAN HEALTHCARE REIT INC | $10.2M | 9.69% | 217,418 | Common | SOLE |
| 11120U105 | BRX | BRIXMOR PPTY GROUP INC | $9.9M | 9.36% | 376,893 | Common | SOLE |
| 91704F104 | UE | URBAN EDGE PPTYS | $8.5M | 8.07% | 443,892 | Common | SOLE |
| 902653104 | UDR | UDR INC | $8.1M | 7.70% | 221,582 | Common | SOLE |
| 29476L107 | EQR | EQUITY RESIDENTIAL | $7.6M | 7.21% | 120,778 | Common | SOLE |
| 85254J102 | STAG | STAG INDUSTRIAL INC | $5.9M | 5.56% | 159,811 | Common | SOLE |
| 03064D108 | COLD | AMERICOLD REALTY TRUST INC | $4.9M | 4.68% | 384,593 | Common | SOLE |
| 29670E107 | EPRT | ESSENTIAL PPTYS RLTY TR INC | $4.5M | 4.29% | 152,707 | Common | SOLE |
| 431284108 | HIW | HIGHWOODS PPTYS INC | $4.4M | 4.21% | 171,950 | Common | SOLE |
| 49427F108 | KRC | KILROY REALTY CORP | $4.0M | 3.78% | 106,892 | Common | SOLE |
| 229663109 | CUBE | CUBESMART | $4.0M | 3.75% | 109,958 | Common | SOLE |
| 30225T102 | EXR | EXTRA SPACE STORAGE INC | $3.8M | 3.58% | 29,023 | Common | SOLE |
| 22002T108 | CDP | COPT DEFENSE PROPERTIES | $3.6M | 3.41% | 129,584 | Common | SOLE |
| 015271109 | ARE | ALEXANDRIA REAL ESTATE EQ IN | $3.3M | 3.10% | 66,932 | Common | SOLE |
| 277276101 | EGP | EASTGROUP PPTYS INC | $3.1M | 2.96% | 17,519 | Common | SOLE |
| 828806109 | SPG | SIMON PPTY GROUP INC NEW | $2.9M | 2.75% | 15,696 | Common | SOLE |
| 92276F100 | VTR | VENTAS INC | $2.7M | 2.57% | 35,100 | Common | SOLE |
| 745867101 | PHM | PULTE GROUP INC | $1.8M | 1.68% | 15,127 | Common | SOLE |
| 87724P106 | TMHC | TAYLOR MORRISON HOME CORP | $1.6M | 1.49% | 26,674 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.