Bayhunt Capital LLC reported 23 positions worth $77.10M for the quarter ended Jun 30, 2026, down 25.9% on the prior quarter. It opened 9 new positions, added to 2, trimmed 12 and exited 5. Its largest holding is American Healthcare REIT, Inc. at 9.2% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| AMH American Homes 4 Rent | +201.8K | – | $6.48M | 8.4% |
| MAC Macerich Co | +239.1K | – | $4.41M | 5.72% |
| VTR Ventas, Inc. | +42.3K | +120.6% | $3.28M | 7.77% |
| LEN Lennar Corp | +29.9K | – | $3.08M | 3.99% |
| DEI Douglas Emmett Inc | +241.2K | – | $2.65M | 3.44% |
| CCS Century Communities, Inc. | +39.8K | – | $2.36M | 3.07% |
| MTH Meritage Homes CORP | +34.0K | – | $2.23M | 2.9% |
| DLR Digital Realty Trust, Inc. | +11.6K | – | $1.80M | 2.34% |
| MHO M/I Homes, Inc. | +11.6K | – | $1.49M | 1.93% |
| FR First Industrial Realty Trust Inc | +11.0K | – | $628.25K | 0.815% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| UDR UDR, Inc. | -172.1K | -77.7% | $6.31M | 2.36% |
| VMRK Vivmark Residential | -92.0K | -76.2% | $5.80M | 2.35% |
| UE Urban Edge Properties | -289.7K | -65.3% | $5.56M | 3.84% |
| WELL Welltower Inc. | -28.7K | -49.7% | $5.32M | 6.98% |
| BRX Brixmor Property Group Inc. | -155.7K | -41.3% | $4.08M | 7.52% |
| CUBE CubeSmart | -110.0K | -100.0% | $3.96M | Exited |
| CDP Copt Defense Properties | -129.6K | -100.0% | $3.60M | Exited |
| AHR American Healthcare REIT, Inc. | -67.2K | -30.9% | $3.16M | 9.17% |
| EGP Eastgroup Properties Inc | -17.5K | -100.0% | $3.12M | Exited |
| SPG Simon Property Group Inc. | -15.7K | -100.0% | $2.91M | Exited |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| AMH American Homes 4 Rent | +201.8K | $6.48M | 8.4% |
| MAC Macerich Co | +239.1K | $4.41M | 5.72% |
| LEN Lennar Corp | +29.9K | $3.08M | 3.99% |
| DEI Douglas Emmett Inc | +241.2K | $2.65M | 3.44% |
| CCS Century Communities, Inc. | +39.8K | $2.36M | 3.07% |
| MTH Meritage Homes CORP | +34.0K | $2.23M | 2.9% |
| DLR Digital Realty Trust, Inc. | +11.6K | $1.80M | 2.34% |
| MHO M/I Homes, Inc. | +11.6K | $1.49M | 1.93% |
| FR First Industrial Realty Trust Inc | +11.0K | $628.25K | 0.815% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | AHR American Healthcare REIT, Inc. | Real Estate | 150.2K | $7.07M | 9.17% | -67.2K | -30.9% | Reduced | 0.08% |
| 2 | AMH American Homes 4 Rent | Real Estate | 201.8K | $6.48M | 8.4% | +201.8K | – | New | 0.06% |
| 3 | VTR Ventas, Inc. | Real Estate | 77.4K | $5.99M | 7.77% | +42.3K | +120.6% | Added | 0.02% |
| 4 | BRX Brixmor Property Group Inc. | Real Estate | 221.2K | $5.80M | 7.52% | -155.7K | -41.3% | Reduced | 0.07% |
| 5 | WELL Welltower Inc. | Real Estate | 29.0K | $5.38M | 6.98% | -28.7K | -49.7% | Reduced | 0% |
| 6 | STAG STAG Industrial, Inc. | Real Estate | 121.3K | $4.46M | 5.78% | -38.5K | -24.1% | Reduced | 0.06% |
| 7 | MAC Macerich Co | Real Estate | 239.1K | $4.41M | 5.72% | +239.1K | – | New | 0.08% |
| 8 | EXR Extra Space Storage Inc. | Real Estate | 31.9K | $4.15M | 5.39% | +2,871 | +9.9% | Added | 0.02% |
| 9 | LEN Lennar Corp | Consumer Discretionary | 29.9K | $3.08M | 3.99% | +29.9K | – | New | 0.01% |
| 10 | UE Urban Edge Properties | Real Estate | 154.2K | $2.96M | 3.84% | -289.7K | -65.3% | Reduced | 0.12% |
| 11 | COLD Americold Realty Trust | Real Estate | 229.4K | $2.95M | 3.83% | -155.2K | -40.4% | Reduced | 0.08% |
| 12 | KRC Kilroy Realty Corp | Real Estate | 75.6K | $2.83M | 3.67% | -31.2K | -29.2% | Reduced | 0.07% |
| 13 | DEI Douglas Emmett Inc | Real Estate | 241.2K | $2.65M | 3.44% | +241.2K | – | New | 0.14% |
| 14 | HIW Highwoods Properties, Inc. | Real Estate | 99.3K | $2.56M | 3.33% | -72.6K | -42.2% | Reduced | 0.09% |
| 15 | ARE Alexandria Real Estate Equities, Inc. | Real Estate | 50.6K | $2.48M | 3.21% | -16.3K | -24.4% | Reduced | 0.03% |
Tip. Select a row to see that position’s full history at Bayhunt Capital.
As of its Q2 2026 13F filing, Bayhunt Capital LLC’s five largest positions were American Healthcare REIT, Inc. (AHR) at 9.2%, American Homes 4 Rent (AMH) at 8.4%, Ventas, Inc. (VTR) at 7.8%, Brixmor Property Group Inc. (BRX) at 7.5%, Welltower Inc. (WELL) at 7.0% of the reported portfolio.
Bayhunt Capital LLC reported a 13F portfolio worth $77.10M across 23 positions for Q2 2026. That is down 25.9% from the previous quarter.
Its largest purchases by value were American Homes 4 Rent ($6.48M), Macerich Co ($4.41M), Ventas, Inc. ($3.28M). It opened 9 new positions.
Its largest sales by value were UDR, Inc. ($6.31M), Vivmark Residential ($5.80M), Urban Edge Properties ($5.56M). It exited 5 positions entirely.
From the Form 13F-HR reports Bayhunt Capital LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.