Bayhunt Capital LLC — 13F Holdings & Portfolio
CIK 2058173 · latest 13F-HR filed 2026-05-15
Bayhunt Capital LLC manages $105.6M in 13F-reported U.S. long-equity assets across 20 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are WELL (10.14%), AHR (9.69%), BRX (9.36%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 8 new positions, exited 6, added to 0, and trimmed 11.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$105.6M
Long-equity book
20
Distinct positions
2026-03-31
Filed 2026-05-15
+8 / −6 / ↑0 / ↓11
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Trims
- EXTRA SPACE STORAGE INC-$10.9M -74.2%
- SIMON PPTY GROUP INC NEW-$9.8M -77.1%
- VENTAS INC-$9.8M -78.3%
- HIGHWOODS PPTYS INC-$8.7M -66.2%
- BRIXMOR PPTY GROUP INC-$4.9M -33.2%
New Positions
- WELLTOWER INC$10.7M
- UDR INC$8.1M
- EQUITY RESIDENTIAL$7.6M
- ESSENTIAL PPTYS RLTY TR INC$4.5M
- KILROY REALTY CORP$4.0M
Exited Positions
- AMERICAN HOMES 4 RENT$14.8M
- GAMING & LEISURE PPTYS INC$14.8M
- MID-AMER APT CMNTYS INC$8.6M
- MERITAGE HOMES CORP$7.9M
- HEALTHCARE RLTY TR$6.2M
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | WELLTOWER INC | WELL | 95040Q104 | $10.7M | 10.14% | 57,671 | SH |
| 2 | AMERICAN HEALTHCARE REIT INC | AHR | 398182303 | $10.2M | 9.69% | 217,418 | SH |
| 3 | BRIXMOR PPTY GROUP INC | BRX | 11120U105 | $9.9M | 9.36% | 376,893 | SH |
| 4 | URBAN EDGE PPTYS | UE | 91704F104 | $8.5M | 8.07% | 443,892 | SH |
| 5 | UDR INC | UDR | 902653104 | $8.1M | 7.70% | 221,582 | SH |
| 6 | EQUITY RESIDENTIAL | EQR | 29476L107 | $7.6M | 7.21% | 120,778 | SH |
| 7 | STAG INDUSTRIAL INC | STAG | 85254J102 | $5.9M | 5.56% | 159,811 | SH |
| 8 | AMERICOLD REALTY TRUST INC | COLD | 03064D108 | $4.9M | 4.68% | 384,593 | SH |
| 9 | ESSENTIAL PPTYS RLTY TR INC | EPRT | 29670E107 | $4.5M | 4.29% | 152,707 | SH |
| 10 | HIGHWOODS PPTYS INC | HIW | 431284108 | $4.4M | 4.21% | 171,950 | SH |
| 11 | KILROY REALTY CORP | KRC | 49427F108 | $4.0M | 3.78% | 106,892 | SH |
| 12 | CUBESMART | CUBE | 229663109 | $4.0M | 3.75% | 109,958 | SH |
| 13 | EXTRA SPACE STORAGE INC | EXR | 30225T102 | $3.8M | 3.58% | 29,023 | SH |
| 14 | COPT DEFENSE PROPERTIES | CDP | 22002T108 | $3.6M | 3.41% | 129,584 | SH |
| 15 | ALEXANDRIA REAL ESTATE EQ IN | ARE | 015271109 | $3.3M | 3.10% | 66,932 | SH |
| 16 | EASTGROUP PPTYS INC | EGP | 277276101 | $3.1M | 2.96% | 17,519 | SH |
| 17 | SIMON PPTY GROUP INC NEW | SPG | 828806109 | $2.9M | 2.75% | 15,696 | SH |
| 18 | VENTAS INC | VTR | 92276F100 | $2.7M | 2.57% | 35,100 | SH |
| 19 | PULTE GROUP INC | PHM | 745867101 | $1.8M | 1.68% | 15,127 | SH |
| 20 | TAYLOR MORRISON HOME CORP | TMHC | 87724P106 | $1.6M | 1.49% | 26,674 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-15 | $105.6M | 20 | 0001214659-26-006311 |
| 2025-12-31 | 2026-01-23 | $181.1M | 18 | 0001214659-26-000779 |