Filed: 5/15/2026ACC: 0001214659-26-006311
📋 What this filing means
BAYHUNT CAPITAL LLC filed this quarterly 13F‑HR report disclosing 20 equity positions with a total reported market value of $105.57M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
20
Positions
$105.57M
Total AUM (reported)
2.86M
Total Shares
Allocation by class
COM$84.12M79.7%
COM SHS$10.23M9.7%
SH BEN INT$7.61M7.2%
SHS BEN INT$3.60M3.4%
Portfolio Concentration
Top 3$30.82M29.2%
4–10$44.05M41.7%
11–25$30.70M29.1%
Top 3 weight
29.2%
Top 10 weight
70.9%
Voting Authority Distribution
Total shares with voting rights: 2.86M
Sole
Full voting authority
2.86M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole20
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings20
Rows:
WELLTOWER INC
SOLEShares57.67K
TypeSH
Market value$10.70M
10.14%
Sole
57.67K
Shared
0.00
None
0.00
AMERICAN HEALTHCARE REIT INC
SOLEShares217.42K
TypeSH
Market value$10.23M
9.69%
Sole
217.42K
Shared
0.00
None
0.00
BRIXMOR PPTY GROUP INC
SOLEShares376.89K
TypeSH
Market value$9.88M
9.36%
Sole
376.89K
Shared
0.00
None
0.00
URBAN EDGE PPTYS
SOLEShares443.89K
TypeSH
Market value$8.52M
8.07%
Sole
443.89K
Shared
0.00
None
0.00
UDR INC
SOLEShares221.58K
TypeSH
Market value$8.13M
7.70%
Sole
221.58K
Shared
0.00
None
0.00
EQUITY RESIDENTIAL
SOLEShares120.78K
TypeSH
Market value$7.61M
7.21%
Sole
120.78K
Shared
0.00
None
0.00
STAG INDUSTRIAL INC
SOLEShares159.81K
TypeSH
Market value$5.87M
5.56%
Sole
159.81K
Shared
0.00
None
0.00
AMERICOLD REALTY TRUST INC
SOLEShares384.59K
TypeSH
Market value$4.95M
4.68%
Sole
384.59K
Shared
0.00
None
0.00
ESSENTIAL PPTYS RLTY TR INC
SOLEShares152.71K
TypeSH
Market value$4.53M
4.29%
Sole
152.71K
Shared
0.00
None
0.00
HIGHWOODS PPTYS INC
SOLEShares171.95K
TypeSH
Market value$4.44M
4.21%
Sole
171.95K
Shared
0.00
None
0.00
KILROY REALTY CORP
SOLEShares106.89K
TypeSH
Market value$3.99M
3.78%
Sole
106.89K
Shared
0.00
None
0.00
CUBESMART
SOLEShares109.96K
TypeSH
Market value$3.96M
3.75%
Sole
109.96K
Shared
0.00
None
0.00
EXTRA SPACE STORAGE INC
SOLEShares29.02K
TypeSH
Market value$3.78M
3.58%
Sole
29.02K
Shared
0.00
None
0.00
COPT DEFENSE PROPERTIES
SOLEShares129.58K
TypeSH
Market value$3.60M
3.41%
Sole
129.58K
Shared
0.00
None
0.00
ALEXANDRIA REAL ESTATE EQ IN
SOLEShares66.93K
TypeSH
Market value$3.28M
3.10%
Sole
66.93K
Shared
0.00
None
0.00
EASTGROUP PPTYS INC
SOLEShares17.52K
TypeSH
Market value$3.12M
2.96%
Sole
17.52K
Shared
0.00
None
0.00
SIMON PPTY GROUP INC NEW
SOLEShares15.70K
TypeSH
Market value$2.91M
2.75%
Sole
15.70K
Shared
0.00
None
0.00
VENTAS INC
SOLEShares35.10K
TypeSH
Market value$2.72M
2.57%
Sole
35.10K
Shared
0.00
None
0.00
PULTE GROUP INC
SOLEShares15.13K
TypeSH
Market value$1.77M
1.68%
Sole
15.13K
Shared
0.00
None
0.00
TAYLOR MORRISON HOME CORP
SOLEShares26.67K
TypeSH
Market value$1.57M
1.49%
Sole
26.67K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
WELLTOWER INCSOLE | COM | 57.67K | SH | $10.70M 10.14% | 57.67K | 0.00 | 0.00 |
AMERICAN HEALTHCARE REIT INCSOLE | COM SHS | 217.42K | SH | $10.23M 9.69% | 217.42K | 0.00 | 0.00 |
BRIXMOR PPTY GROUP INCSOLE | COM | 376.89K | SH | $9.88M 9.36% | 376.89K | 0.00 | 0.00 |
URBAN EDGE PPTYSSOLE | COM | 443.89K | SH | $8.52M 8.07% | 443.89K | 0.00 | 0.00 |
UDR INCSOLE | COM | 221.58K | SH | $8.13M 7.70% | 221.58K | 0.00 | 0.00 |
EQUITY RESIDENTIALSOLE | SH BEN INT | 120.78K | SH | $7.61M 7.21% | 120.78K | 0.00 | 0.00 |
STAG INDUSTRIAL INCSOLE | COM | 159.81K | SH | $5.87M 5.56% | 159.81K | 0.00 | 0.00 |
AMERICOLD REALTY TRUST INCSOLE | COM | 384.59K | SH | $4.95M 4.68% | 384.59K | 0.00 | 0.00 |
ESSENTIAL PPTYS RLTY TR INCSOLE | COM | 152.71K | SH | $4.53M 4.29% | 152.71K | 0.00 | 0.00 |
HIGHWOODS PPTYS INCSOLE | COM | 171.95K | SH | $4.44M 4.21% | 171.95K | 0.00 | 0.00 |
KILROY REALTY CORPSOLE | COM | 106.89K | SH | $3.99M 3.78% | 106.89K | 0.00 | 0.00 |
CUBESMARTSOLE | COM | 109.96K | SH | $3.96M 3.75% | 109.96K | 0.00 | 0.00 |
EXTRA SPACE STORAGE INCSOLE | COM | 29.02K | SH | $3.78M 3.58% | 29.02K | 0.00 | 0.00 |
COPT DEFENSE PROPERTIESSOLE | SHS BEN INT | 129.58K | SH | $3.60M 3.41% | 129.58K | 0.00 | 0.00 |
ALEXANDRIA REAL ESTATE EQ INSOLE | COM | 66.93K | SH | $3.28M 3.10% | 66.93K | 0.00 | 0.00 |
EASTGROUP PPTYS INCSOLE | COM | 17.52K | SH | $3.12M 2.96% | 17.52K | 0.00 | 0.00 |
SIMON PPTY GROUP INC NEWSOLE | COM | 15.70K | SH | $2.91M 2.75% | 15.70K | 0.00 | 0.00 |
VENTAS INCSOLE | COM | 35.10K | SH | $2.72M 2.57% | 35.10K | 0.00 | 0.00 |
PULTE GROUP INCSOLE | COM | 15.13K | SH | $1.77M 1.68% | 15.13K | 0.00 | 0.00 |
TAYLOR MORRISON HOME CORPSOLE | COM | 26.67K | SH | $1.57M 1.49% | 26.67K | 0.00 | 0.00 |