Bayhunt Capital LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 14, 2026), Bayhunt Capital LLC reported 23 stock positions worth $77.1 million. Its top holding was American Healthcare REIT (AHR) at 9.2% of the portfolio, followed by American Homes 4 Rent- A (AMH, 8.4%) and Ventas (VTR, 7.8%). Compared with Q1 2026, it opened 9 new positions, sold out of 6, added to 2 and reduced 12. The biggest buy was a new position in American Homes 4 Rent- A (AMH) and the biggest sale Udr (UDR, shares −78%).
- Most Recent 13F
- Q2 2026
- Location
- MILL VALLEY, CA
- CIK
- 0002058173
- Portfolio Value
- $77.1M (Q2 2026)
- SEC Filing
- 0001214659-26-010165 ↗ filed Aug 14, 2026
Holdings Value
Holdings 23 stocks · $77.1M
| AHR American Healthcare REIT Inc. | 9.17% | 150,189 | $7.1M | Reduce -30.9% |
| AMH American Homes 4 Rent- A | 8.40% | 201,838 | $6.5M | New |
| VTR Ventas Inc. | 7.77% | 77,424 | $6.0M | Add +120.6% |
| BRX Brixmor Property Group Inc. | 7.52% | 221,236 | $5.8M | Reduce -41.3% |
| WELL Welltower Inc. | 6.98% | 29,003 | $5.4M | Reduce -49.7% |
| STAG Stag Industrial Inc. | 5.78% | 121,296 | $4.5M | Reduce -24.1% |
| MAC The Macerich Co. | 5.72% | 239,064 | $4.4M | New |
| EXR Extra Space Storage Inc. | 5.39% | 31,894 | $4.2M | Add +9.9% |
| LEN Lennar Corp. Class A | 3.99% | 29,936 | $3.1M | New |
| UE Urban Edge Properties | 3.84% | 154,190 | $3.0M | Reduce -65.3% |
| COLD Americold Realty Trust Inc. | 3.83% | 229,378 | $2.9M | Reduce -40.4% |
| KRC Kilroy Realty Corp. | 3.67% | 75,646 | $2.8M | Reduce -29.2% |
| DEI Douglas Emmett Inc. | 3.44% | 241,209 | $2.7M | New |
| HIW Highwoods Properties Inc. | 3.33% | 99,315 | $2.6M | Reduce -42.2% |
| ARE Alexandria Real Estate Equit | 3.21% | 50,612 | $2.5M | Reduce -24.4% |
| CCS Century Communities Inc. | 3.07% | 39,817 | $2.4M | New |
| MTH Meritage Homes Corp. | 2.90% | 33,963 | $2.2M | New |
| UDR Udr Inc. | 2.36% | 49,511 | $1.8M | Reduce -77.7% |
| VMRK Vivmark Residential filed as EQUITY RESIDENTIAL | 2.35% | 28,747 | $1.8M | Reduce -76.2% |
| DLR Digital Realty Trust Inc. | 2.34% | 11,644 | $1.8M | New |
| EPRT Essential Properties Realty | 2.20% | 57,279 | $1.7M | Reduce -62.5% |
| MHO M/I Homes Inc. | 1.93% | 11,640 | $1.5M | New |
| FR First Industrial Realty TR | 0.81% | 10,970 | $628K | New |
Portfolio Sells Q1 2026 → Q2 2026
| UDR Udr Inc. | Reduce -77.7% | 2.36% | −5.34 |
| VMRK Vivmark Residential | Reduce -76.2% | 2.35% | −4.86 |
| UE Urban Edge Properties | Reduce -65.3% | 3.84% | −4.23 |
| CUBE Cubesmart | Sold out | 0.00% | −3.75 |
| CDP Copt Defense Properties | Sold out | 0.00% | −3.41 |
| WELL Welltower Inc. | Reduce -49.7% | 6.98% | −3.16 |
| EGP Eastgroup Properties Inc. | Sold out | 0.00% | −2.96 |
| SPG Simon Property Group Inc. | Sold out | 0.00% | −2.75 |
| EPRT Essential Properties Realty | Reduce -62.5% | 2.20% | −2.09 |
| BRX Brixmor Property Group Inc. | Reduce -41.3% | 7.52% | −1.84 |
| PHM Pultegroup Inc. | Sold out | 0.00% | −1.68 |
| TMHC Taylor Morrison Home Corp. | Sold out | 0.00% | −1.49 |
| HIW Highwoods Properties Inc. | Reduce -42.2% | 3.33% | −0.88 |
| COLD Americold Realty Trust Inc. | Reduce -40.4% | 3.83% | −0.86 |
| AHR American Healthcare REIT Inc. | Reduce -30.9% | 9.17% | −0.52 |
| KRC Kilroy Realty Corp. | Reduce -29.2% | 3.67% | −0.12 |
| ARE Alexandria Real Estate Equit | Reduce -24.4% | 3.21% | +0.11 |
| STAG Stag Industrial Inc. | Reduce -24.1% | 5.78% | +0.22 |
Portfolio Buys Q1 2026 → Q2 2026
| AMH American Homes 4 Rent- A | New | 8.40% | +8.40 |
| MAC The Macerich Co. | New | 5.72% | +5.72 |
| VTR Ventas Inc. | Add +120.6% | 7.77% | +5.20 |
| LEN Lennar Corp. Class A | New | 3.99% | +3.99 |
| DEI Douglas Emmett Inc. | New | 3.44% | +3.44 |
| CCS Century Communities Inc. | New | 3.07% | +3.07 |
| MTH Meritage Homes Corp. | New | 2.90% | +2.90 |
| DLR Digital Realty Trust Inc. | New | 2.34% | +2.34 |
| MHO M/I Homes Inc. | New | 1.93% | +1.93 |
| EXR Extra Space Storage Inc. | Add +9.9% | 5.39% | +1.81 |
| FR First Industrial Realty TR | New | 0.81% | +0.81 |