Bayhunt Capital LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 15, 2026), Bayhunt Capital LLC reported 20 stock positions worth $105.6 million. Its top holding was Welltower (WELL) at 10.1% of the portfolio, followed by American Healthcare REIT (AHR, 9.7%) and Brixmor Property (BRX, 9.4%). Compared with Q4 2025, it opened 8 new positions, sold out of 6 and reduced 12. The biggest buy was a new position in Welltower (WELL) and the biggest sale an exit from American Homes 4 Rent- A (AMH).
- Most Recent 13F
- Q2 2026
- Location
- MILL VALLEY, CA
- CIK
- 0002058173
- Portfolio Value
- $105.6M (Q1 2026)
- SEC Filing
- 0001214659-26-006311 ↗ filed May 15, 2026
Holdings Value
Holdings 20 stocks · $105.6M
| WELL Welltower Inc. | 10.14% | 57,671 | $10.7M | New |
| AHR American Healthcare REIT Inc. | 9.69% | 217,418 | $10.2M | Reduce -1.8% |
| BRX Brixmor Property Group Inc. | 9.36% | 376,893 | $9.9M | Reduce -33.2% |
| UE Urban Edge Properties | 8.07% | 443,892 | $8.5M | Reduce -18.3% |
| UDR Udr Inc. | 7.70% | 221,582 | $8.1M | New |
| VMRK Vivmark Residential filed as EQUITY RESIDENTIAL | 7.21% | 120,778 | $7.6M | New |
| STAG Stag Industrial Inc. | 5.56% | 159,811 | $5.9M | Reduce -43.1% |
| COLD Americold Realty Trust Inc. | 4.68% | 384,593 | $4.9M | Reduce -41.3% |
| EPRT Essential Properties Realty | 4.29% | 152,707 | $4.5M | New |
| HIW Highwoods Properties Inc. | 4.21% | 171,950 | $4.4M | Reduce -66.2% |
| KRC Kilroy Realty Corp. | 3.78% | 106,892 | $4.0M | New |
| CUBE Cubesmart | 3.75% | 109,958 | $4.0M | New |
| EXR Extra Space Storage Inc. | 3.58% | 29,023 | $3.8M | Reduce -74.2% |
| CDP Copt Defense Properties | 3.41% | 129,584 | $3.6M | New |
| ARE Alexandria Real Estate Equit | 3.10% | 66,932 | $3.3M | Reduce -52.3% |
| EGP Eastgroup Properties Inc. | 2.96% | 17,519 | $3.1M | Reduce -50.4% |
| SPG Simon Property Group Inc. | 2.75% | 15,696 | $2.9M | Reduce -77.2% |
| VTR Ventas Inc. | 2.57% | 35,100 | $2.7M | Reduce -78.3% |
| PHM Pultegroup Inc. | 1.68% | 15,127 | $1.8M | Reduce -57.6% |
| TMHC Taylor Morrison Home Corp. | 1.49% | 26,674 | $1.6M | New |
Portfolio Sells Q4 2025 → Q1 2026
| AMH American Homes 4 Rent- A | Sold out | 0.00% | −8.18 |
| GLPI Gaming and Leisure Propertie | Sold out | 0.00% | −8.18 |
| MAA Mid-America Apartment Comm | Sold out | 0.00% | −4.76 |
| EXR Extra Space Storage Inc. | Reduce -74.2% | 3.58% | −4.51 |
| MTH Meritage Homes Corp. | Sold out | 0.00% | −4.37 |
| VTR Ventas Inc. | Reduce -78.3% | 2.57% | −4.32 |
| SPG Simon Property Group Inc. | Reduce -77.2% | 2.75% | −4.27 |
| HR Healthcare Realty Trust Inc. | Sold out | 0.00% | −3.43 |
| HIW Highwoods Properties Inc. | Reduce -66.2% | 4.21% | −3.04 |
| DEI Douglas Emmett Inc. | Sold out | 0.00% | −2.21 |
| ARE Alexandria Real Estate Equit | Reduce -52.3% | 3.10% | −0.69 |
| PHM Pultegroup Inc. | Reduce -57.6% | 1.68% | −0.63 |
| EGP Eastgroup Properties Inc. | Reduce -50.4% | 2.96% | −0.52 |
| STAG Stag Industrial Inc. | Reduce -43.1% | 5.56% | −0.13 |
| COLD Americold Realty Trust Inc. | Reduce -41.3% | 4.68% | +0.04 |
| BRX Brixmor Property Group Inc. | Reduce -33.2% | 9.36% | +1.19 |
| UE Urban Edge Properties | Reduce -18.3% | 8.07% | +2.31 |
| AHR American Healthcare REIT Inc. | Reduce -1.8% | 9.69% | +3.94 |
Portfolio Buys Q4 2025 → Q1 2026
| WELL Welltower Inc. | New | 10.14% | +10.14 |
| UDR Udr Inc. | New | 7.70% | +7.70 |
| VMRK Vivmark Residential | New | 7.21% | +7.21 |
| EPRT Essential Properties Realty | New | 4.29% | +4.29 |
| KRC Kilroy Realty Corp. | New | 3.78% | +3.78 |
| CUBE Cubesmart | New | 3.75% | +3.75 |
| CDP Copt Defense Properties | New | 3.41% | +3.41 |
| TMHC Taylor Morrison Home Corp. | New | 1.49% | +1.49 |