Total reported value
$105.6M
Reporting period: 2026-03-31 · Number of holdings: 20
Bayhunt Capital LLC disclosed 20 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $105.6M and a quarterly turnover rate of 114.2%.
Browse other institutions with $100M to $1B AUMBrowse other institutions starting with "B"
Trim EXR
-74.2% -$10.9M
Trim VTR
-78.3% -$9.8M
Trim SPG
-77.1% -$9.8M
Add AHR
-1.8% -$187.3K
Trim HIW
-66.2% -$8.7M
Add UE
-18.3% -$1.9M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | WELL | Welltower INC | Stock-Real Estate | 10.14% | +10.14% | NEW | |
| 2 | AHR | American Healthcare Reit INC | Stock-Real Estate | 9.69% | +3.94% | -1.80% | |
| 3 | BRX | Brixmor Property Group INC | Stock-Real Estate | 9.36% | +1.19% | -33.20% | |
| 4 | UE | Urban Edge Properties | Stock-Other | 8.07% | +2.31% | -18.33% | |
| 5 | UDR | Udr INC | Stock-Real Estate | 7.70% | +7.70% | NEW | |
| 6 | EQR | Equity Residential | Stock-Real Estate | 7.21% | +7.21% | NEW | |
| 7 | STAG | Stag Industrial INC | Stock-Real Estate | 5.56% | -0.14% | -43.09% | |
| 8 | COLD | Americold Realty Trust INC | Stock-Real Estate | 4.68% | +0.03% | -41.26% | |
| 9 | EPRT | Essential Properties Realty | Stock-Real Estate | 4.29% | +4.29% | NEW | |
| 10 | HIW | Highwoods Properties INC | Stock-Real Estate | 4.21% | -3.04% | -66.17% | |
| 11 | KRC | Kilroy Realty CORP | Stock-Real Estate | 3.78% | +3.78% | NEW | |
| 12 | CUBE | Cubesmart | Stock-Real Estate | 3.75% | +3.75% | NEW | |
| 13 | EXR | Extra Space Storage INC | Stock-Real Estate | 3.58% | -4.51% | -74.20% | |
| 14 | CDP | Copt Defense Properties | Stock-Other | 3.41% | +3.41% | NEW | |
| 15 | ARE | Alexandria Real Estate Equit | Stock-Real Estate | 3.10% | -0.69% | -52.34% | |
| 16 | EGP | Eastgroup Properties INC | Stock-Real Estate | 2.96% | -0.51% | -50.41% | |
| 17 | SPG | Simon Property Group INC | Stock-Real Estate | 2.75% | -4.27% | -77.15% | |
| 18 | VTR | Ventas INC | Stock-Real Estate | 2.57% | -4.33% | -78.25% | |
| 19 | PHM | Pultegroup INC | Stock-Consumer Disc | 1.68% | -0.63% | -57.60% | |
| 20 | TMHC | Taylor Morrison Home CORP | Stock-Consumer Disc | 1.49% | +1.49% | NEW |
Performance for Q3 2026
+14.5%
Performance Last 4 Quarters
+13.3%
Based on 5 months of available history
Bayhunt Capital LLC's most significant position changes for 2026-03-31: Sold out: American Homes 4 Rent- A (AMH); Sold out: Gaming And Leisure Propertie (GLPI); New buy: Welltower INC (WELL); Sold out: Mid-america Apartment Comm (MAA); New buy: Udr INC (UDR).
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AHR | American Healthcare Reit INC | +3.9% | -1.80% | Trim |
| 2 | UE | Urban Edge Properties | +2.3% | -18.33% | Trim |
| 3 | BRX | Brixmor Property Group INC | +1.2% | -33.20% | Trim |
| 4 | COLD | Americold Realty Trust INC | 0% | -41.26% | Trim |
| 5 | STAG | Stag Industrial INC | -0.1% | -43.09% | Trim |
| 6 | EGP | Eastgroup Properties INC | -0.5% | -50.41% | Trim |
| 7 | PHM | Pultegroup INC | -0.6% | -57.60% | Trim |
| 8 | ARE | Alexandria Real Estate Equit | -0.7% | -52.34% | Trim |
| 9 | HIW | Highwoods Properties INC | -3% | -66.17% | Trim |
| 10 | SPG | Simon Property Group INC | -4.3% | -77.15% | Trim |
| 11 | VTR | Ventas INC | -4.3% | -78.25% | Trim |
| 12 | EXR | Extra Space Storage INC | -4.5% | -74.20% | Trim |
| 13 | AMH | American Homes 4 Rent- A | — | EXIT | Sold out |
| 14 | GLPI | Gaming And Leisure Propertie | — | EXIT | Sold out |
| 15 | WELL | Welltower INC | — | NEW | New buy |
| 16 | MAA | Mid-america Apartment Comm | — | EXIT | Sold out |
| 17 | UDR | Udr INC | — | NEW | New buy |
| 18 | MTH | Meritage Homes CORP | — | EXIT | Sold out |
| 19 | EQR | Equity Residential | — | NEW | New buy |
| 20 | HR | Healthcare Realty Trust INC | — | EXIT | Sold out |
| 21 | EPRT | Essential Properties Realty | — | NEW | New buy |
| 22 | DEI | Douglas Emmett INC | — | EXIT | Sold out |
| 23 | KRC | Kilroy Realty CORP | — | NEW | New buy |
| 24 | CUBE | Cubesmart | — | NEW | New buy |
| 25 | CDP | Copt Defense Properties | — | NEW | New buy |
| 26 | TMHC | Taylor Morrison Home CORP | — | NEW | New buy |
Institutions with a similar AUM
CIK 0002110045
Total reported value
$105.5M
73 stks
2026-03-31
AUM within 0.1% of this institution
CIK 0001042537
Total reported value
$105.6M
18 stks
2026-03-31
AUM within 0.1% of this institution
CIK 0002111609
Total reported value
$105.6M
37 stks
2026-03-31
AUM within 0.1% of this institution
Institutions with overlapping top holdings
CIK 0000765443
Total reported value
$9.6B
249 stks
2026-03-31
1 of the top 5 holdings overlap, including Welltower INC
CIK 0000773840
Total reported value
$257.8M
79 stks
2019-06-30
Stale — no recent filing
1 of the top 5 holdings overlap, including Welltower INC
CIK 0001033984
Total reported value
$6.7B
96 stks
2026-03-31
1 of the top 5 holdings overlap, including Welltower INC