Bayhunt Capital Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$105.6M
Q ending 2026-03-31
Prior quarter
$181.1M
Q ending 2025-12-31
Change
-41.7% QoQ
Positions
20
reported holdings
Largest positions
All 20 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Welltower Inc | WELL | Shares | $10.7M | 58K |
| American Healthcare Reit Inc | AHR | Shares | $10.2M | 217K |
| Brixmor Ppty Group Inc | BRX | Shares | $9.9M | 377K |
| Urban Edge Pptys | UE | Shares | $8.5M | 444K |
| Udr Inc | UDR | Shares | $8.1M | 222K |
| Equity Residential | EQR | Shares | $7.6M | 121K |
| Stag Industrial Inc | STAG | Shares | $5.9M | 160K |
| Americold Realty Trust Inc | COLD | Shares | $4.9M | 385K |
| Essential Pptys Rlty Tr Inc | EPRT | Shares | $4.5M | 153K |
| Highwoods Pptys Inc | HIW | Shares | $4.4M | 172K |
| Kilroy Realty Corp | KRC | Shares | $4.0M | 107K |
| Cubesmart | CUBE | Shares | $4.0M | 110K |
| Extra Space Storage Inc | EXR | Shares | $3.8M | 29K |
| Copt Defense Properties | CDP | Shares | $3.6M | 130K |
| Alexandria Real Estate Eq In | ARE | Shares | $3.3M | 67K |
| Eastgroup Pptys Inc | EGP | Shares | $3.1M | 18K |
| Simon Ppty Group Inc New | SPG | Shares | $2.9M | 16K |
| Ventas Inc | VTR | Shares | $2.7M | 35K |
| Pulte Group Inc | PHM | Shares | $1.8M | 15K |
| Taylor Morrison Home Corp | TMHC | Shares | $1.6M | 27K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.