Institutional Fund
Bayhunt Capital LLC
Mill Valley, CACIK 20581732 filings on record
Portfolio Value
$105.57M
Q1 2026
Holdings
20
Reported positions
New Buys
8
Opened this quarter
QoQ Change
-41.7%
from $181.11M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Welltower Inc10.1%
- American Healthcare REIT Inc9.7%
- Brixmor Ppty Group Inc9.4%
- Urban Edge Pptys8.1%
- Udr Inc7.7%
- Equity Residential7.2%
- Other47.8%
Portfolio Holdings
20 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Welltower Inc | 57.7K | $10.70M | 10.1% | +57.7K | New |
| 2 | American Healthcare REIT Inc | 217.4K | $10.23M | 9.7% | −4.0K | Reduced |
| 3 | Brixmor Ppty Group Inc | 376.9K | $9.88M | 9.4% | −187.3K | Reduced |
| 4 | Urban Edge Pptys | 443.9K | $8.52M | 8.1% | −99.6K | Reduced |
| 5 | Udr Inc | 221.6K | $8.13M | 7.7% | +221.6K | New |
| 6 | Equity Residential | 120.8K | $7.61M | 7.2% | +120.8K | New |
| 7 | Stag Indl Inc | 159.8K | $5.87M | 5.6% | −121.0K | Reduced |
| 8 | Americold Realty Trust Inc | 384.6K | $4.95M | 4.7% | −270.1K | Reduced |
| 9 | Essential Pptys Rlty Tr Inc | 152.7K | $4.53M | 4.3% | +152.7K | New |
| 10 | Highwoods Pptys Inc | 171.9K | $4.44M | 4.2% | −336.4K | Reduced |
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