Bayhunt Capital LLC
CIK 2058173 · Holdings on Jun 30, 2026 · First reported Aug 14, 2026
Top ten holdings
Q2 2026- AHR9.17%
- AMH8.40%
- VTR7.77%
- BRX7.52%
- WELL6.98%
- STAG5.78%
- MAC5.72%
- EXR5.39%
- LEN3.99%
- UE3.84%
Share classes counted separately64.56%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- UDRWeight decreased · -5.34 pp7.70% → 2.36%Shares -172.07K (-77.66%)
- VTRWeight increased · +5.20 pp2.57% → 7.77%Shares +42.32K (+120.58%)
- VMRKWeight decreased · -4.86 pp7.21% → 2.35%Shares -92.03K (-76.20%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 23
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | AHRAMERICAN HEALTHCARE REIT INCCOM SHS View history and evidence | $7.07M | 9.17% | 150.19K shares | 9.69% → 9.17%-0.52 pp -67.23K (-30.92%) | Reduced | ↗▾ |
| 02 | AMHAMERICAN HOMES 4 RENT- ACL A View history and evidence | $6.48M | 8.40% | 201.84K shares | Prior unavailable +201.84K | New | ↗▾ |
| 03 | VTRVENTAS INC View history and evidence | $5.99M | 7.77% | 77.42K shares | 2.57% → 7.77%+5.20 pp +42.32K (+120.58%) | Added | ↗▾ |
| 04 | BRXBRIXMOR PROPERTY GROUP INC View history and evidence | $5.80M | 7.52% | 221.24K shares | 9.36% → 7.52%-1.84 pp -155.66K (-41.30%) | Reduced | ↗▾ |
| 05 | WELLWELLTOWER INC View history and evidence | $5.38M | 6.98% | 29.00K shares | 10.14% → 6.98%-3.16 pp -28.67K (-49.71%) | Reduced | ↗▾ |
| 06 | STAGSTAG INDUSTRIAL INC View history and evidence | $4.46M | 5.78% | 121.30K shares | 5.56% → 5.78%+0.22 pp -38.52K (-24.10%) | Reduced | ↗▾ |
| 07 | MACMACERICH CO/THE View history and evidence | $4.41M | 5.72% | 239.06K shares | Prior unavailable +239.06K | New | ↗▾ |
| 08 | EXREXTRA SPACE STORAGE INC View history and evidence | $4.15M | 5.39% | 31.89K shares | 3.58% → 5.39%+1.81 pp +2.87K (+9.89%) | Added | ↗▾ |
| 09 | LENLENNAR CORP-ACL A View history and evidence | $3.08M | 3.99% | 29.94K shares | Prior unavailable +29.94K | New | ↗▾ |
| 10 | UEURBAN EDGE PROPERTIES View history and evidence | $2.96M | 3.84% | 154.19K shares | 8.07% → 3.84%-4.23 pp -289.70K (-65.26%) | Reduced | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 6
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| CUBE CUBESMART | Non-derivative | -109,958 | -$3.96M | SEC filing ↗ | SEC filing ↗ |
| CDP COPT DEFENSE PROPERTIES | Non-derivative | -129,584 | -$3.60M | SEC filing ↗ | SEC filing ↗ |
| EGP EASTGROUP PROPERTIES INC | Non-derivative | -17,519 | -$3.12M | SEC filing ↗ | SEC filing ↗ |
3 / 6 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 2058173 · Period Jun 30, 2026
Data loaded Sep 23, 2026 · First reported Aug 14, 2026
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 77096493
}Take these holdings further.
This page includes 23 of 23 reported holdings. Log in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.
- Download CSV
- Earlier quarters
- Advanced screening & filtering
- API & AI access
＋ New accounts get free API credits to explore data beyond ownership filings.
For AI agents & developers
The initial HTML of this page carries its exact data as script#portfolio-data (JSON): values, units, scope, preview limits and SEC sources. Read it directly, no script or API key needed; script#research-access says what needs an account. This page lists 23 of 23 current positions (options included); totals and weights use the complete filing.
Without an account: the last 3 years, with the row caps stated on the page. A free account opens all history on file on these pages and the CSV of what a page shows. Rows beyond the caps and bulk retrieval go through the authenticated API / MCP / CLI.
MCP https://api.akkrudata.ai/mcp
akkru_institutional_holdings
{"action":"portfolio","cik":"2058173","quarter":"2026Q2","page_size":100}
akkru_institutional_holdings
{"action":"history","cik":"2058173","page_size":100}Connect to MCP with OAuth and follow the returned pagination. Credits and usage limits depend on the account.
- MCP endpoint
- https://api.akkrudata.ai/mcp
- API / MCP / CLI documentation
- /documents
- llms.txt
- /llms.txt
Sources, coverage & how to read this data
Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.