Bayhunt Capital Llc Portfolio Stock Holdings
Bayhunt Capital Llc disclosed 20 stock positions valued at approximately $105.6 million in its latest SEC 13F filing. The largest holdings include WELLTOWER INC, AMERICAN HEALTHCARE REIT INC, and BRIXMOR PPTY GROUP INC. The filing reflects positions held as of March 31, 2026 and was filed on May 15, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 20
- Portfolio Value
- $105.6M
Holdings by Sector
Bayhunt Capital Llc Portfolio Holdings in Q1 2026
20 holdings in the latest reporting period.
Page 1 of 1
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| WELLTOWER INC | WELL | Real Estate | 10.14% | 57,671 | +57,671 | +100.00% | $10,704,314 |
| AMERICAN HEALTHCARE REIT INC | AHR | Real Estate | 9.69% | 217,418 | -3,981 | -1.80% | $10,231,691 |
| BRIXMOR PPTY GROUP INC | BRX | Real Estate | 9.36% | 376,893 | -187,302 | -33.20% | $9,882,134 |
| URBAN EDGE PPTYS | UE | Real Estate | 8.07% | 443,892 | -99,603 | -18.33% | $8,518,287 |
| UDR INC | UDR | Real Estate | 7.70% | 221,582 | +221,582 | +100.00% | $8,127,628 |
| EQUITY RESIDENTIAL | EQR | Real Estate | 7.21% | 120,778 | +120,778 | +100.00% | $7,613,845 |
| STAG INDUSTRIAL INC | STAG | Real Estate | 5.56% | 159,811 | -120,999 | -43.09% | $5,874,652 |
| AMERICOLD REALTY TRUST INC | COLD | Real Estate | 4.68% | 384,593 | -270,109 | -41.26% | $4,945,866 |
| ESSENTIAL PPTYS RLTY TR INC | EPRT | Real Estate | 4.29% | 152,707 | +152,707 | +100.00% | $4,529,290 |
| HIGHWOODS PPTYS INC | HIW | Real Estate | 4.21% | 171,950 | -336,361 | -66.17% | $4,439,749 |
| KILROY REALTY CORP | KRC | Real Estate | 3.78% | 106,892 | +106,892 | +100.00% | $3,994,554 |
| CUBESMART | CUBE | Real Estate | 3.75% | 109,958 | +109,958 | +100.00% | $3,963,986 |
| EXTRA SPACE STORAGE INC | EXR | Real Estate | 3.58% | 29,023 | -83,481 | -74.20% | $3,779,375 |
| COPT DEFENSE PROPERTIES | CDP | Real Estate | 3.41% | 129,584 | +129,584 | +100.00% | $3,602,435 |
| ALEXANDRIA REAL ESTATE EQ IN | ARE | Real Estate | 3.10% | 66,932 | -73,496 | -52.34% | $3,275,652 |
| EASTGROUP PPTYS INC | EGP | Real Estate | 2.96% | 17,519 | -17,807 | -50.41% | $3,120,835 |
| SIMON PPTY GROUP INC NEW | SPG | Real Estate | 2.75% | 15,696 | -52,986 | -77.15% | $2,905,487 |
| VENTAS INC | VTR | Real Estate | 2.57% | 35,100 | -126,292 | -78.25% | $2,716,038 |
| PULTE GROUP INC | PHM | Consumer Cyclical | 1.68% | 15,127 | -20,547 | -57.60% | $1,773,792 |
| TAYLOR MORRISON HOME CORP | TMHC | Consumer Cyclical | 1.49% | 26,674 | +26,674 | +100.00% | $1,570,298 |