Bayhunt Capital LLC

Portfolio Overview

Bayhunt Capital LLC disclosed 23 positions worth $77.1M in its Form 13F-HR for Q2 2026, led by $AHR (American Healthcare REIT, Inc.) at 9.2% of the equity portfolio, followed by $AMH and $VTR. During the quarter the fund opened 9 new positions and exited 6 — including a new stake in $AMH and a full exit from $CUBE. The portfolio is most concentrated in Real Estate (88.1% of disclosed assets). All figures are sourced directly from Bayhunt Capital LLC’s Form 13F-HR filing with the SEC under CIK 2058173.

• 

  American Healthcare REIT, Inc.

  $AHR

  54.0#1,355

  Quality

  $7.1M150,189 sh
• 

  American Homes 4 Rent

  $AMH

  64.1#566

  Quality

  $6.5M201,838 sh
• 

  Ventas, Inc.

  $VTR

  62.5#692

  Quality

  $6.0M77,424 sh
• 

  Brixmor Property Group Inc.

  $BRX

  64.2

  Quality

  $5.8M221,236 sh
• 

  WELLTOWER INC.

  $WELL

  59.8

  Quality

  $5.4M29,003 sh
• 

  STAG Industrial, Inc.

  $STAG

  68.1

  Quality

  $4.5M121,296 sh
• 

  MACERICH CO

  $MAC

  47.3

  Quality

  $4.4M239,064 sh
• 

  Extra Space Storage Inc.

  $EXR

  64.3

  Quality

  $4.2M31,894 sh
• 

  LENNAR CORP /NEW/

  $LEN

  47.2

  Quality

  $3.1M29,936 sh
• 

  Urban Edge Properties

  $UE

  56.2

  Quality

  $3.0M154,190 sh

Company	Quality	Value	Shares
American Healthcare REIT, Inc.$AHR	54.0#1,355	$7.1M	150,189
American Homes 4 Rent$AMH	64.1#566	$6.5M	201,838
Ventas, Inc.$VTR	62.5#692	$6.0M	77,424
Brixmor Property Group Inc.$BRX	64.2	$5.8M	221,236
WELLTOWER INC.$WELL	59.8	$5.4M	29,003
STAG Industrial, Inc.$STAG	68.1	$4.5M	121,296
MACERICH CO$MAC	47.3	$4.4M	239,064
Extra Space Storage Inc.$EXR	64.3	$4.2M	31,894
LENNAR CORP /NEW/$LEN	47.2	$3.1M	29,936
Urban Edge Properties$UE	56.2	$3.0M	154,190

Showing top 10 of 23 holdings.

Full Holdings — Bayhunt Capital LLC (Q2 2026)

All 23 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.

#	Ticker	Company	Value	Weight	QoQ	Quality
1	$AHR	American Healthcare REIT, Inc.	$7.1M	9.2%	-31%	54
2	$AMH	American Homes 4 Rent	$6.5M	8.4%	NEW	64.1
3	$VTR	Ventas, Inc.	$6.0M	7.8%	+121%	62.5
4	$BRX	Brixmor Property Group Inc.	$5.8M	7.5%	-41%	64.2
5	$WELL	WELLTOWER INC.	$5.4M	7.0%	-50%	59.8
6	$STAG	STAG Industrial, Inc.	$4.5M	5.8%	-24%	68.1
7	$MAC	MACERICH CO	$4.4M	5.7%	NEW	47.3
8	$EXR	Extra Space Storage Inc.	$4.2M	5.4%	+10%	64.3
9	$LEN	LENNAR CORP /NEW/	$3.1M	4.0%	NEW	47.2
10	$UE	Urban Edge Properties	$3.0M	3.8%	-65%	56.2
11	$COLD	AMERICOLD REALTY TRUST	$2.9M	3.8%	-40%	17.4
12	$KRC	KILROY REALTY CORP	$2.8M	3.7%	-29%	56.1
13	$DEI	Douglas Emmett Inc	$2.7M	3.4%	NEW	49.9
14	$HIW	HIGHWOODS PROPERTIES, INC.	$2.6M	3.3%	-42%	52.1
15	$ARE	ALEXANDRIA REAL ESTATE EQUITIES, INC.	$2.5M	3.2%	-24%	43
16	$CCS	Century Communities, Inc.	$2.4M	3.1%	NEW	42.8
17	$MTH	Meritage Homes CORP	$2.2M	2.9%	NEW	—
18	$UDR	UDR, Inc.	$1.8M	2.4%	-78%	62.6
19	$VMRK	VIVMARK RESIDENTIAL	$1.8M	2.4%	-76%	64
20	$DLR	DIGITAL REALTY TRUST, INC.	$1.8M	2.3%	NEW	72.8
21	$EPRT	ESSENTIAL PROPERTIES REALTY TRUST, INC.	$1.7M	2.2%	-62%	69.5
22	$MHO	M/I HOMES, INC.	$1.5M	1.9%	NEW	47.9
23	$FR	FIRST INDUSTRIAL REALTY TRUST INC	$628,252	0.8%	NEW	64.8