Bayhunt Capital LLC Quant / Systematic

Location: Mill Valley, CA

CIK: 0002058173 · Show all filings

Period: Q2 2026 (← Previous)

Filing Date: Aug 14, 2026

Total Value: $77.1M (100.0% shares, 0.0% debt)

Holdings (23)

AHR AMERICAN HEALTHCARE REIT INC 9.2%

Value $7.068M Shares 150,189 Est. Cost — Unrealized —

AMH AMERICAN HOMES 4 RENT 8.4%

Value $6.479M Shares 201,838 Est. Cost — Unrealized —

VTR VENTAS INC 7.8%

Value $5.991M Shares 77,424 Est. Cost — Unrealized —

BRX BRIXMOR PPTY GROUP INC 7.5%

Value $5.801M Shares 221,236 Est. Cost — Unrealized —

WELL WELLTOWER INC 7.0%

Value $5.383M Shares 29,003 Est. Cost — Unrealized —

STAG STAG INDUSTRIAL INC 5.8%

Value $4.459M Shares 121,296 Est. Cost — Unrealized —

MAC MACERICH CO 5.7%

Value $4.413M Shares 239,064 Est. Cost — Unrealized —

EXR EXTRA SPACE STORAGE INC 5.4%

Value $4.153M Shares 31,894 Est. Cost — Unrealized —

LEN LENNAR CORP 4.0%

Value $3.077M Shares 29,936 Est. Cost — Unrealized —

UE URBAN EDGE PPTYS 3.8%

Value $2.959M Shares 154,190 Est. Cost — Unrealized —

COLD AMERICOLD REALTY TRUST INC 3.8%

Value $2.95M Shares 229,378 Est. Cost — Unrealized —

KRC KILROY REALTY CORP 3.7%

Value $2.827M Shares 75,646 Est. Cost — Unrealized —

DEI DOUGLAS EMMETT INC 3.4%

Value $2.651M Shares 241,209 Est. Cost — Unrealized —

HIW HIGHWOODS PPTYS INC 3.3%

Value $2.564M Shares 99,315 Est. Cost — Unrealized —

ARE ALEXANDRIA REAL ESTATE EQ IN 3.2%

Value $2.477M Shares 50,612 Est. Cost — Unrealized —

CCS CENTURY COMMUNITIES INC 3.1%

Value $2.363M Shares 39,817 Est. Cost — Unrealized —

MTH MERITAGE HOMES CORP 2.9%

Value $2.235M Shares 33,963 Est. Cost — Unrealized —

UDR UDR INC 2.4%

Value $1.816M Shares 49,511 Est. Cost — Unrealized —

EQR EQUITY RESIDENTIAL 2.4%

Value $1.812M Shares 28,747 Est. Cost — Unrealized —

DLR DIGITAL RLTY TR INC 2.3%

Value $1.801M Shares 11,644 Est. Cost — Unrealized —

EPRT ESSENTIAL PPTYS RLTY TR INC 2.2%

Value $1.699M Shares 57,279 Est. Cost — Unrealized —

MHO M/I HOMES INC 1.9%

Value $1.489M Shares 11,640 Est. Cost — Unrealized —

FR FIRST INDL RLTY TR INC 0.8%

Value $628K Shares 10,970 Est. Cost — Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
AHR	AMERICAN HEALTHCARE REIT INC	150,189	$7.068M	9.2%	—	—	COM SHS	398182303
AMH	AMERICAN HOMES 4 RENT	201,838	$6.479M	8.4%	—	—	CL A	02665T306
VTR	VENTAS INC	77,424	$5.991M	7.8%	—	—	COM	92276F100
BRX	BRIXMOR PPTY GROUP INC	221,236	$5.801M	7.5%	—	—	COM	11120U105
WELL	WELLTOWER INC	29,003	$5.383M	7.0%	—	—	COM	95040Q104
STAG	STAG INDUSTRIAL INC	121,296	$4.459M	5.8%	—	—	COM	85254J102
MAC	MACERICH CO	239,064	$4.413M	5.7%	—	—	COM	554382101
EXR	EXTRA SPACE STORAGE INC	31,894	$4.153M	5.4%	—	—	COM	30225T102
LEN	LENNAR CORP	29,936	$3.077M	4.0%	—	—	CL A	526057104
UE	URBAN EDGE PPTYS	154,190	$2.959M	3.8%	—	—	COM	91704F104
COLD	AMERICOLD REALTY TRUST INC	229,378	$2.95M	3.8%	—	—	COM	03064D108
KRC	KILROY REALTY CORP	75,646	$2.827M	3.7%	—	—	COM	49427F108
DEI	DOUGLAS EMMETT INC	241,209	$2.651M	3.4%	—	—	COM	25960P109
HIW	HIGHWOODS PPTYS INC	99,315	$2.564M	3.3%	—	—	COM	431284108
ARE	ALEXANDRIA REAL ESTATE EQ IN	50,612	$2.477M	3.2%	—	—	COM	015271109
CCS	CENTURY COMMUNITIES INC	39,817	$2.363M	3.1%	—	—	COM	156504300
MTH	MERITAGE HOMES CORP	33,963	$2.235M	2.9%	—	—	COM	59001A102
UDR	UDR INC	49,511	$1.816M	2.4%	—	—	COM	902653104
EQR	EQUITY RESIDENTIAL	28,747	$1.812M	2.4%	—	—	SH BEN INT	29476L107
DLR	DIGITAL RLTY TR INC	11,644	$1.801M	2.3%	—	—	COM	253868103
EPRT	ESSENTIAL PPTYS RLTY TR INC	57,279	$1.699M	2.2%	—	—	COM	29670E107
MHO	M/I HOMES INC	11,640	$1.489M	1.9%	—	—	COM	55305B101
FR	FIRST INDL RLTY TR INC	10,970	$628K	0.8%	—	—	COM	32054K103