Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Bayhunt Capital LLC (CIK 2058173) reported $77.1M across 23 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: AHR ($7.1M, 9.17%), AMH ($6.5M, 8.40%), VTR ($6.0M, 7.77%), BRX ($5.8M, 7.52%), WELL ($5.4M, 6.98%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AHR | AMERICAN HEALTHCARE REIT INC | $7.1M | 9.17% | 150,189 | Trimmed |
| 2 | AMH | AMERICAN HOMES 4 RENT | $6.5M | 8.40% | 201,838 | New |
| 3 | VTR | VENTAS INC | $6.0M | 7.77% | 77,424 | Added |
| 4 | BRX | BRIXMOR PPTY GROUP INC | $5.8M | 7.52% | 221,236 | Trimmed |
| 5 | WELL | WELLTOWER INC | $5.4M | 6.98% | 29,003 | Trimmed |
| 6 | STAG | STAG INDUSTRIAL INC | $4.5M | 5.78% | 121,296 | Trimmed |
| 7 | MAC | MACERICH CO | $4.4M | 5.72% | 239,064 | New |
| 8 | EXR | EXTRA SPACE STORAGE INC | $4.2M | 5.39% | 31,894 | Added |
| 9 | LEN | LENNAR CORP | $3.1M | 3.99% | 29,936 | New |
| 10 | UE | URBAN EDGE PPTYS | $3.0M | 3.84% | 154,190 | Trimmed |
| 11 | COLD | AMERICOLD REALTY TRUST INC | $2.9M | 3.83% | 229,378 | Trimmed |
| 12 | KRC | KILROY REALTY CORP | $2.8M | 3.67% | 75,646 | Trimmed |
| 13 | DEI | DOUGLAS EMMETT INC | $2.7M | 3.44% | 241,209 | New |
| 14 | HIW | HIGHWOODS PPTYS INC | $2.6M | 3.33% | 99,315 | Trimmed |
| 15 | ARE | ALEXANDRIA REAL ESTATE EQ IN | $2.5M | 3.21% | 50,612 | Trimmed |
| 16 | CCS | CENTURY COMMUNITIES INC | $2.4M | 3.07% | 39,817 | New |
| 17 | MTH | MERITAGE HOMES CORP | $2.2M | 2.90% | 33,963 | New |
| 18 | UDR | UDR INC | $1.8M | 2.36% | 49,511 | Trimmed |
| 19 | EQR | EQUITY RESIDENTIAL | $1.8M | 2.35% | 28,747 | Trimmed |
| 20 | DLR | DIGITAL RLTY TR INC | $1.8M | 2.34% | 11,644 | New |
| 21 | EPRT | ESSENTIAL PPTYS RLTY TR INC | $1.7M | 2.20% | 57,279 | Trimmed |
| 22 | MHO | M/I HOMES INC | $1.5M | 1.93% | 11,640 | New |
| 23 | FR | FIRST INDL RLTY TR INC | $628,252 | 0.81% | 10,970 | New |
| 24 | CDP | COPT DEFENSE PROPERTIES | $0 | 0.00% | 0 | Exited |
| 25 | CUBE | CUBESMART | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30