Bayhunt Capital LLC: 13F holdings

CIK 20581732026Q2

Positions23
Reported value$77.1m
Filed2026-08-14

Change since last quarter

Positions23 (+3 vs prior quarter)
Reported value$77.1m (-27.0%)

Top 10 holdings

SecuritySharesValueWeight
AHR AMERICAN HEALTHCARE REIT INC150,189$7.1m9.2%
AMH AMERICAN HOMES 4 RENT201,838$6.5m8.4%
VTR VENTAS INC77,424$6.0m7.8%
BRX BRIXMOR PPTY GROUP INC221,236$5.8m7.5%
WELL WELLTOWER INC29,003$5.4m7.0%
STAG STAG INDUSTRIAL INC121,296$4.5m5.8%
MAC MACERICH CO239,064$4.4m5.7%
EXR EXTRA SPACE STORAGE INC31,894$4.2m5.4%
LEN LENNAR CORP29,936$3.1m4.0%
UE URBAN EDGE PPTYS154,190$3.0m3.8%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="2058173")

Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.

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