Bayhunt Capital LLC
Net seller this quarter
$77.1M
23
-$32.6M
64.6%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 AHR | $7.07M | 9.17% | 0.08% | -30.9% | Q4 2025 |
 AMH | $6.48M | 8.40% | Not reported | Not reported | Q4 2025 |
 VTR | $5.99M | 7.77% | 0.02% | +120.6% | Q4 2025 |
 BRX | $5.8M | 7.52% | 0.07% | -41.3% | Q4 2025 |
 WELL | $5.38M | 6.98% | 0.00% | -49.7% | Q1 2026 |
 STAG | $4.46M | 5.78% | 0.06% | -24.1% | Q4 2025 |
 MAC | $4.41M | 5.72% | 0.08% | New | Q2 2026 |
 EXR | $4.15M | 5.39% | 0.02% | +9.9% | Q4 2025 |
 LEN | $3.08M | 3.99% | Not reported | New | Q2 2026 |
 UE | $2.96M | 3.84% | 0.12% | -65.3% | Q4 2025 |
 COLD | $2.95M | 3.83% | 0.08% | -40.4% | Q4 2025 |
 KRC | $2.83M | 3.67% | 0.07% | -29.2% | Q1 2026 |
 DEI | $2.65M | 3.44% | 0.14% | Not reported | Q4 2025 |
 HIW | $2.56M | 3.33% | 0.09% | -42.2% | Q4 2025 |
 ARE | $2.48M | 3.21% | 0.03% | -24.4% | Q4 2025 |
 CCS | $2.36M | 3.07% | 0.14% | New | Q2 2026 |
 MTH | $2.23M | 2.90% | 0.05% | Not reported | Q4 2025 |
 UDR | $1.82M | 2.36% | 0.02% | -77.7% | Q1 2026 |
 VMRK | $1.81M | 2.35% | 0.01% | -76.2% | Q1 2026 |
 DLR | $1.8M | 2.34% | 0.00% | New | Q2 2026 |
 EPRT | $1.7M | 2.20% | 0.03% | -62.5% | Q1 2026 |
 MHO | $1.49M | 1.93% | 0.05% | New | Q2 2026 |
 FR | $628K | 0.81% | 0.01% | New | Q2 2026 |
| Q1 2026 | |||||
| WELL | $10.7M | 10.14% | 0.01% | New | Q1 2026 |
| AHR | $10.2M | 9.69% | 0.11% | -1.8% | Q4 2025 |
| BRX | $9.88M | 9.36% | 0.12% | -33.2% | Q4 2025 |
| UE | $8.52M | 8.07% | 0.35% | -18.3% | Q4 2025 |
| UDR | $8.13M | 7.70% | 0.07% | New | Q1 2026 |
| VMRK | $7.61M | 7.21% | 0.03% | New | Q1 2026 |
| STAG | $5.87M | 5.56% | 0.08% | -43.1% | Q4 2025 |
| COLD | $4.95M | 4.68% | 0.13% | -41.3% | Q4 2025 |
| EPRT | $4.53M | 4.29% | 0.07% | New | Q1 2026 |
| HIW | $4.44M | 4.21% | 0.16% | -66.2% | Q4 2025 |
| KRC | $3.99M | 3.78% | 0.09% | New | Q1 2026 |
 CUBE | $3.96M | 3.75% | 0.05% | New | Q1 2026 |
| EXR | $3.78M | 3.58% | 0.01% | -74.2% | Q4 2025 |
 CDP | $3.6M | 3.41% | 0.11% | New | Q1 2026 |
| ARE | $3.28M | 3.10% | 0.04% | -52.3% | Q4 2025 |
 EGP | $3.12M | 2.96% | 0.03% | -50.4% | Q4 2025 |
 SPG | $2.91M | 2.75% | 196.20% | -77.2% | Q4 2025 |
| VTR | $2.72M | 2.57% | 0.01% | -78.3% | Q4 2025 |
 PHM | $1.77M | 1.68% | 0.01% | -57.6% | Q4 2025 |
| TMHC | $1.57M | 1.49% | 0.03% | New | Q1 2026 |
| Q4 2025 | |||||
| AMH | $14.8M | 8.18% | Not reported | New | Q4 2025 |
 GLPI | $14.8M | 8.18% | 0.12% | New | Q4 2025 |
| BRX | $14.8M | 8.17% | 0.18% | New | Q4 2025 |
| EXR | $14.7M | 8.09% | 0.05% | New | Q4 2025 |
| HIW | $13.1M | 7.25% | 0.46% | New | Q4 2025 |
| SPG | $12.7M | 7.02% | 858.53% | New | Q4 2025 |
| VTR | $12.5M | 6.90% | 0.03% | New | Q4 2025 |
| UE | $10.4M | 5.76% | 0.43% | New | Q4 2025 |
| AHR | $10.4M | 5.75% | 0.12% | New | Q4 2025 |
| STAG | $10.3M | 5.70% | 0.15% | New | Q4 2025 |
 MAA | $8.62M | 4.76% | 0.05% | New | Q4 2025 |
| COLD | $8.42M | 4.65% | 0.23% | New | Q4 2025 |
| MTH | $7.92M | 4.37% | 0.18% | New | Q4 2025 |
| ARE | $6.87M | 3.79% | 0.08% | New | Q4 2025 |
| EGP | $6.29M | 3.47% | 0.07% | New | Q4 2025 |
 HR | $6.22M | 3.43% | 0.10% | New | Q4 2025 |
| PHM | $4.18M | 2.31% | 0.02% | New | Q4 2025 |
| DEI | $4.01M | 2.22% | 0.22% | New | Q4 2025 |