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Bayhunt Capital LLC

Q4 2025 13F Holdings

  • Location
    mill valley, CA
  • Num holdings

    18

  • Value ($000)

    $181,111

  • Date Filed
    01/23/2026
  • Form type
    13F-HR
  • CIK
    0002058173
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 to
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
A
AMH

AMERICAN HOMES 4 RENT

CL A
02665T306
$14.82M
8 %

461,741

G
GLPI

GAMING & LEISURE PPTYS INC

COM
36467J108
$14.81M
8 %

331,409

B
BRX

BRIXMOR PPTY GROUP INC

COM
11120U105
$14.79M
8 %

564,195

E
EXR

EXTRA SPACE STORAGE INC

COM
30225T102
$14.65M
8 %

112,504

H
HIW

HIGHWOODS PPTYS INC

COM
431284108
$13.12M
7 %

508,311

S
SPG

SIMON PPTY GROUP INC NEW

COM
828806109
$12.71M
7 %

68,682

V
VEN

VENTAS INC

COM
92276F100
$12.49M
7 %

161,392

---

URBAN EDGE PPTYS

COM
91704F104
$10.43M
6 %

543,495

A
AHR

AMERICAN HEALTHCARE REIT

COM SHS
398182303
$10.42M
6 %

221,399

S
STAG

STAG INDL INC

COM
85254J102
$10.32M
6 %

280,810

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