Bayhunt Capital LLC Q4 2025 Filing
Filed January 23, 2026
Portfolio Value
$181.1M
Holdings
18
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (18 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AMHAMERICAN HOMES 4 RENT | 461,741 | $14.8M | 8.18% | |
| 2 | GLPIGAMING & LEISURE PPTYS INC | 331,409 | $14.8M | 8.18% | |
| 3 | BRXBRIXMOR PPTY GROUP INC | 564,195 | $14.8M | 8.17% | |
| 4 | EXREXTRA SPACE STORAGE INC | 112,504 | $14.7M | 8.09% | |
| 5 | HIWHIGHWOODS PPTYS INC | 508,311 | $13.1M | 7.25% | |
| 6 | SPGSIMON PPTY GROUP INC NEW | 68,682 | $12.7M | 7.02% | |
| 7 | VENVENTAS INC | 161,392 | $12.5M | 6.90% | |
| 8 | UEURBAN EDGE PPTYS | 543,495 | $10.4M | 5.76% | |
| 9 | AHRAMERICAN HEALTHCARE REIT | 221,399 | $10.4M | 5.75% | |
| 10 | STAGSTAG INDL INC | 280,810 | $10.3M | 5.70% | |
| 11 | MAAMID-AMER APT CMNTYS INC | 62,044 | $8.6M | 4.76% | |
| 12 | COLDAMERICOLD REALTY TRUST INC | 654,702 | $8.4M | 4.65% | |
| 13 | MTHMERITAGE HOMES CORP | 120,397 | $7.9M | 4.37% | |
| 14 | AREALEXANDRIA REAL ESTATE EQ | 140,428 | $6.9M | 3.79% | |
| 15 | EGPEASTGROUP PPTYS INC | 35,326 | $6.3M | 3.47% | |
| 16 | HRHEALTHCARE RLTY TR | 366,753 | $6.2M | 3.43% | |
| 17 | PHMPULTE GROUP INC | 35,674 | $4.2M | 2.31% | |
| 18 | DEIDOUGLAS EMMETT INC | 365,026 | $4.0M | 2.21% |