Institutional Manager · CIK 0002058173
Bayhunt Capital LLC
MILL VALLEY, CA · File #028-25960
Latest AUM
$181.1M
Positions
18
Top-10 Concentration
71.0%
Filings
1
Sector Allocation
Filing History
View all filings →Top 18 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | AMERICAN HOMES 4 RENT | AMH-PG | 461,741 | $14.8M | 8.18% |
| 2 | GAMING & LEISURE PPTYS INC | 36467J108 | 331,409 | $14.8M | 8.18% |
| 3 | BRIXMOR PPTY GROUP INC | 11120U105 | 564,195 | $14.8M | 8.17% |
| 4 | EXTRA SPACE STORAGE INC | EXR | 112,504 | $14.7M | 8.09% |
| 5 | HIGHWOODS PPTYS INC | 431284108 | 508,311 | $13.1M | 7.25% |
| 6 | SIMON PPTY GROUP INC NEW | 828806109 | 68,682 | $12.7M | 7.02% |
| 7 | VENTAS INC | VTR | 161,392 | $12.5M | 6.90% |
| 8 | URBAN EDGE PPTYS | 91704F104 | 543,495 | $10.4M | 5.76% |
| 9 | AMERICAN HEALTHCARE REIT | AHR | 221,399 | $10.4M | 5.75% |
| 10 | STAG INDL INC | 85254J102 | 280,810 | $10.3M | 5.70% |
| 11 | MID-AMER APT CMNTYS INC | 59522J103 | 62,044 | $8.6M | 4.76% |
| 12 | AMERICOLD REALTY TRUST INC | COLD | 654,702 | $8.4M | 4.65% |
| 13 | MERITAGE HOMES CORP | MTH | 120,397 | $7.9M | 4.37% |
| 14 | ALEXANDRIA REAL ESTATE EQ | 015271109 | 140,428 | $6.9M | 3.79% |
| 15 | EASTGROUP PPTYS INC | 277276101 | 35,326 | $6.3M | 3.47% |
| 16 | HEALTHCARE RLTY TR | 42226K105 | 366,753 | $6.2M | 3.43% |
| 17 | PULTE GROUP INC | 745867101 | 35,674 | $4.2M | 2.31% |
| 18 | DOUGLAS EMMETT INC | DEI | 365,026 | $4.0M | 2.22% |