account_balance
Investment manager · 13F filer · SEC CIK 2058173
Bayhunt Capital LLC
Reported value$79.6Mas of Sep 30, 2026
Positions17 5 new, 11 sold out
Top 10 weight73.6%AHR alone is 9%
FiledNov 1344 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
AHRAmerican Healthcare REIT, Inc.
9.4%Added +6%
EXRExtra Space Storage Inc.
8.5%Added +64%
BRXBrixmor Property Group Inc.
8.5%Added +16%
AMHAmerican Homes 4 Rent
8.0%Trimmed −2%
MACMacerich Co
7.8%Added +42%
JANJanus Living, Inc.
7.7%New
VTRVentas, Inc.
6.9%Trimmed −8%
COLDAmericold Realty Trust
6.6%Added +79%
STAGSTAG Industrial, Inc.
5.1%Trimmed −9%
DEIDouglas Emmett Inc
5.1%Added +52%
BXPBXP, Inc.
4.9%New
DLRDigital Realty Trust, Inc.
4.3%Added +90%
AHRAmerican Healthcare REIT, Inc.
9.4%+6%
EXRExtra Space Storage Inc.
8.5%
BRXBrixmor Property Group Inc.
8.5%
AMHAmerican Homes 4 Rent
8.0%Trimmed −2%
MACMacerich Co
7.8%Added +42%
JANJanus Living, Inc.
7.7%New
VTRVentas, Inc.
6.9%
COLDAmericold Realty Trust
6.6%
STAGSTAG Industrial, Inc.
5.1%
DEIDouglas Emmett Inc
5.1%
BXPBXP, Inc.
4.9%
DLRDigital Realty Trust, Inc.
4.3%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
AHR American Healthcare REIT, Inc. 9.4% Added +6%EXR Extra Space Storage Inc. 8.5% Added +64%BRX Brixmor Property Group Inc. 8.5% Added +16%AMH American Homes 4 Rent 8.0% Trimmed −2%MAC Macerich Co 7.8% Added +42%JAN Janus Living, Inc. 7.7% NewVTR Ventas, Inc. 6.9% Trimmed −8%COLD Americold Realty Trust 6.6% Added +79%STAG STAG Industrial, Inc. 5.1% Trimmed −9%DEI Douglas Emmett Inc 5.1% Added +52%BXP BXP, Inc. 4.9% NewDLR Digital Realty Trust, Inc. 4.3% Added +90%
What changed
Biggest moves since Jun 30, 2026
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