§ 13F · FUND PROFILE
Bayhunt Capital LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 18Turnover · — · Q4Filed · Jan 23, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$181.1T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 23, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | AMH | AMERICAN HOMES 4 RENT | 462K | $14.8T | 8.2% | NEW |
| 2 | GLPI | GAMING & LEISURE PPTYS INC | 331K | $14.8T | 8.2% | NEW |
| 3 | BRX | BRIXMOR PPTY GROUP INC | 564K | $14.8T | 8.2% | NEW |
| 4 | EXR | EXTRA SPACE STORAGE INC | 113K | $14.7T | 8.1% | NEW |
| 5 | HIW | HIGHWOODS PPTYS INC | 508K | $13.1T | 7.2% | NEW |
| 6 | SPG | SIMON PPTY GROUP INC NEW | 69K | $12.7T | 7.0% | NEW |
| 7 | VTR | VENTAS INC | 161K | $12.5T | 6.9% | NEW |
| 8 | UE | URBAN EDGE PPTYS | 543K | $10.4T | 5.8% | NEW |
| 9 | AHR | AMERICAN HEALTHCARE REIT | 221K | $10.4T | 5.8% | NEW |
| 10 | STAG | STAG INDL INC | 281K | $10.3T | 5.7% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BAYHUNT SIGNAL
AC read
Bayhunt Capital LLC is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed