§ 13F · FUND PROFILE
Bayhunt Capital LLC.
AUM · $77M (13F)Positions · 23Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$25M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | AHR | AMERICAN HEALTHCARE REIT INC | 150K | $7M | 9.2% | −31% |
| 2 | AMH | AMERICAN HOMES 4 RENT | 202K | $6M | 8.4% | NEW |
| 3 | VTR | VENTAS INC | 77K | $6M | 7.8% | +121% |
| 4 | BRX | BRIXMOR PPTY GROUP INC | 221K | $6M | 7.5% | −41% |
| 5 | WELL | WELLTOWER INC | 29K | $5M | 7.0% | −50% |
| 6 | STAG | STAG INDUSTRIAL INC | 121K | $4M | 5.8% | −24% |
| 7 | MAC | MACERICH CO | 239K | $4M | 5.7% | NEW |
| 8 | EXR | EXTRA SPACE STORAGE INC | 32K | $4M | 5.4% | +10% |
| 9 | LEN | LENNAR CORP | 30K | $3M | 4.0% | NEW |
| 10 | UE | URBAN EDGE PPTYS | 154K | $3M | 3.8% | −65% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BAYHUNT SIGNAL
AC read
Bayhunt Capital LLC is a Other fund managing $77 million in assets. The fund runs a focused portfolio of just 23 positions.
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