Bayhunt Capital LLC: 13F holdings
CIK 20581732026Q2
| Positions | 23 |
|---|---|
| Reported value | $77.1m |
| Filed | 2026-08-14 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| AHR AMERICAN HEALTHCARE REIT INC | 150,189 | $7.1m | 9.2% |
| AMH AMERICAN HOMES 4 RENT | 201,838 | $6.5m | 8.4% |
| VTR VENTAS INC | 77,424 | $6.0m | 7.8% |
| BRX BRIXMOR PPTY GROUP INC | 221,236 | $5.8m | 7.5% |
| WELL WELLTOWER INC | 29,003 | $5.4m | 7.0% |
| STAG STAG INDUSTRIAL INC | 121,296 | $4.5m | 5.8% |
| MAC MACERICH CO | 239,064 | $4.4m | 5.7% |
| EXR EXTRA SPACE STORAGE INC | 31,894 | $4.2m | 5.4% |
| LEN LENNAR CORP | 29,936 | $3.1m | 4.0% |
| UE URBAN EDGE PPTYS | 154,190 | $3.0m | 3.8% |
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.