Bayhunt Capital LLC
Top Portfolio Positions
20 positions ·
$104,792,797 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| WELL |
Welltower Inc.
Real Estate
|
57,671 | $11,402,133 | 10.88% | |
| BRX |
Brixmor Property Group Inc.
Real Estate
|
376,893 | $10,854,518 | 10.36% | |
| AHR |
American Healthcare REIT, Inc.
Real Estate
|
217,418 | $10,253,432 | 9.78% | |
| UE |
Urban Edge Properties
Real Estate
|
443,892 | $8,868,962 | 8.46% | |
| UDR |
UDR, Inc.
Real Estate
|
221,582 | $7,485,039 | 7.14% | |
| EQR |
Equity Residential
Real Estate
|
120,778 | $7,144,018 | 6.82% | |
| STAG |
STAG Industrial, Inc.
Real Estate
|
159,811 | $5,762,784 | 5.50% | |
| EPRT |
Essential Properties Realty Trust, Inc.
Real Estate
|
152,707 | $4,636,184 | 4.42% | |
| COLD |
Americold Realty Trust
Real Estate
|
384,593 | $4,407,435 | 4.21% | |
| CUBE |
CubeSmart
Real Estate
|
109,958 | $4,029,960 | 3.85% |
Portfolio Trend
2 quarters · across all stocks
Holdings in COLD
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,407,435 | 384,593 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $8,419,467 | 654,702 | Shares | Sole | 2026-01-23 | |
| No 13F history on record for this holder in this stock. | ||||||