Bayhunt Capital as of June 30, 2026
Portfolio Holdings for Bayhunt Capital
Bayhunt Capital holds 23 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| American Healthcare Reit Com Shs (AHR) | 9.2 | $7.1M | 150k | 47.06 | |
| American Homes 4 Rent Cl A (AMH) | 8.4 | $6.5M | 202k | 32.10 | |
| Ventas (VTR) | 7.8 | $6.0M | 77k | 77.38 | |
| Brixmor Prty (BRX) | 7.5 | $5.8M | 221k | 26.22 | |
| Welltower Inc Com reit (WELL) | 7.0 | $5.4M | 29k | 185.61 | |
| Stag Industrial (STAG) | 5.8 | $4.5M | 121k | 36.76 | |
| Macerich Company (MAC) | 5.7 | $4.4M | 239k | 18.46 | |
| Extra Space Storage (EXR) | 5.4 | $4.2M | 32k | 130.22 | |
| Lennar Corp Cl A (LEN) | 4.0 | $3.1M | 30k | 102.80 | |
| Urban Edge Pptys (UE) | 3.8 | $3.0M | 154k | 19.19 | |
| Americold Rlty Tr (COLD) | 3.8 | $2.9M | 229k | 12.86 | |
| Kilroy Realty Corporation (KRC) | 3.7 | $2.8M | 76k | 37.37 | |
| Douglas Emmett (DEI) | 3.4 | $2.7M | 241k | 10.99 | |
| Highwoods Properties (HIW) | 3.3 | $2.6M | 99k | 25.82 | |
| Alexandria Real Estate Equities (ARE) | 3.2 | $2.5M | 51k | 48.94 | |
| Century Communities (CCS) | 3.1 | $2.4M | 40k | 59.35 | |
| Meritage Homes Corporation (MTH) | 2.9 | $2.2M | 34k | 65.80 | |
| Udr (UDR) | 2.4 | $1.8M | 50k | 36.68 | |
| Equity Residential Sh Ben Int (EQR) | 2.4 | $1.8M | 29k | 63.04 | |
| Digital Realty Trust (DLR) | 2.3 | $1.8M | 12k | 154.71 | |
| Essential Properties Realty reit (EPRT) | 2.2 | $1.7M | 57k | 29.66 | |
| M/I Homes (MHO) | 1.9 | $1.5M | 12k | 127.95 | |
| First Industrial Realty Trust (FR) | 0.8 | $628k | 11k | 57.27 |
