Bayhunt Capital as of March 31, 2026
Portfolio Holdings for Bayhunt Capital
Bayhunt Capital holds 20 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Welltower Inc Com reit (WELL) | 10.1 | $11M | 58k | 185.61 | |
| American Healthcare Reit Com Shs (AHR) | 9.7 | $10M | 217k | 47.06 | |
| Brixmor Prty (BRX) | 9.4 | $9.9M | 377k | 26.22 | |
| Urban Edge Pptys (UE) | 8.1 | $8.5M | 444k | 19.19 | |
| Udr (UDR) | 7.7 | $8.1M | 222k | 36.68 | |
| Equity Residential Sh Ben Int (EQR) | 7.2 | $7.6M | 121k | 63.04 | |
| Stag Industrial (STAG) | 5.6 | $5.9M | 160k | 36.76 | |
| Americold Rlty Tr (COLD) | 4.7 | $4.9M | 385k | 12.86 | |
| Essential Properties Realty reit (EPRT) | 4.3 | $4.5M | 153k | 29.66 | |
| Highwoods Properties (HIW) | 4.2 | $4.4M | 172k | 25.82 | |
| Kilroy Realty Corporation (KRC) | 3.8 | $4.0M | 107k | 37.37 | |
| Cubesmart (CUBE) | 3.8 | $4.0M | 110k | 36.05 | |
| Extra Space Storage (EXR) | 3.6 | $3.8M | 29k | 130.22 | |
| Copt Defense Properties Shs Ben Int (CDP) | 3.4 | $3.6M | 130k | 27.80 | |
| Alexandria Real Estate Equities (ARE) | 3.1 | $3.3M | 67k | 48.94 | |
| EastGroup Properties (EGP) | 3.0 | $3.1M | 18k | 178.14 | |
| Simon Property (SPG) | 2.8 | $2.9M | 16k | 185.11 | |
| Ventas (VTR) | 2.6 | $2.7M | 35k | 77.38 | |
| Pulte (PHM) | 1.7 | $1.8M | 15k | 117.26 | |
| Taylor Morrison Hom (TMHC) | 1.5 | $1.6M | 27k | 58.87 |
