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Bayhunt Capital Llc

Portfolio Manager
Bayhunt Capital LLC
Performance
-2.62% (2026 Q1)
AUM (13F)
$105.57M
# of Holdings
20
Performance Rank
Allocation (Top 20)
99.98%

Bayhunt Capital Llc Holdings Map

Top 20 Bayhunt Capital Llc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
WELL
WELLTOWER INC
10.14%57.7K$10.7Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 57.7K shares
$191.66(+11.52%)
2026-03-31
AHR
AMERICAN HEALTHCARE REIT INC
9.69%217.4K$10.2M
-1.80%(-3.98K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 221.4K shares2026-Q1: 217.4K shares
$44.53(+10.81%)
2026-03-31
BRX
BRIXMOR PPTY GROUP INC
9.36%376.9K$9.9M
-33.20%(-187.30K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 564.2K shares2026-Q1: 376.9K shares
$26.95(+8.50%)
2026-03-31
UE
URBAN EDGE PPTYS
8.07%443.9K$8.5M
-18.33%(-99.60K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 543.5K shares2026-Q1: 443.9K shares
$19.83(+7.41%)
2026-03-31
UDR
UDR INC
7.7%221.6K$8.1Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 221.6K shares
$35.23(+4.80%)
2026-03-31
EQR
EQUITY RESIDENTIAL
7.21%120.8K$7.6Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 120.8K shares
$61.10(+4.56%)
2026-03-31
STAG
STAG INDUSTRIAL INC
5.56%159.8K$5.9M
-43.09%(-121.00K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 280.8K shares2026-Q1: 159.8K shares
$36.02(+4.84%)
2026-03-31
COLD
AMERICOLD REALTY TRUST INC
4.68%384.6K$4.9M
-41.26%(-270.11K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 654.7K shares2026-Q1: 384.6K shares
$12.55(+13.63%)
2026-03-31
EPRT
ESSENTIAL PPTYS RLTY TR INC
4.29%152.7K$4.5Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 152.7K shares
$30.01(+0.67%)
2026-03-31
HIW
HIGHWOODS PPTYS INC
4.21%171.9K$4.4M
-66.17%(-336.36K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 508.3K shares2026-Q1: 171.9K shares
$28.82(-11.62%)
2026-03-31

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