Investor
Bayhunt Capital LLC
CIK 0002058173 · filed 2026-05-15 · SEC filing
13F book
$105.6M
Positions
20
8 new · 6 sold
Largest name
10.1%
Welltower Inc. · WELL
Est. mark
−$1
Price effect on 12 names still held. Flow −$75.5M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Welltower Inc. | WELL | 57.7K | $10.7M | 10.1% | — | New |
| American Healthcare REIT, Inc. | AHR | 217.4K | $10.2M | 9.7% | −$0 | Cut−$187.3K |
| Brixmor Ppty Group Inc | — | 376.9K | $9.88M | 9.4% | −$1 | Cut−$4.91M |
| Urban Edge Pptys | — | 443.9K | $8.52M | 8.1% | −$0 | Cut−$1.91M |
| UDR, Inc. | UDR | 221.6K | $8.13M | 7.7% | — | New |
| Equity Residential | EQR | 120.8K | $7.61M | 7.2% | — | New |
| Stag Indl Inc | STAG | 159.8K | $5.87M | 5.6% | −$1 | Cut−$4.45M |
| Americold Realty Trust | COLD | 384.6K | $4.95M | 4.7% | −$0 | Cut−$3.47M |
| Essential Pptys Rlty Tr Inc | — | 152.7K | $4.53M | 4.3% | — | New |
| Highwoods Pptys Inc | — | 171.9K | $4.44M | 4.2% | $0 | Cut−$8.68M |
| Kilroy Rlty Corp | KRC | 106.9K | $3.99M | 3.8% | — | New |
| Cubesmart | CUBE | 110K | $3.96M | 3.8% | — | New |
| Extra Space Storage Inc. | EXR | 29K | $3.78M | 3.6% | −$0 | Cut−$10.9M |
| Copt Defense Properties | CDP | 129.6K | $3.6M | 3.4% | — | New |
| Alexandria Real Estate Eq In | — | 66.9K | $3.28M | 3.1% | $0 | Cut−$3.6M |
| Eastgroup Pptys Inc | — | 17.5K | $3.12M | 3.0% | $0 | Cut−$3.17M |
| Simon Ppty Group Inc New | — | 15.7K | $2.91M | 2.8% | $0 | Cut−$9.81M |
| Ventas, Inc. | VTR | 35.1K | $2.72M | 2.6% | −$0 | Cut−$9.77M |
| Pulte Group Inc | — | 15.1K | $1.77M | 1.7% | $0 | Cut−$2.41M |
| Taylor Morrison Home Corp | — | 26.7K | $1.57M | 1.5% | — | New |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.