Bayhunt Capital LLC 13F 持仓 · 2026年Q2
Bayhunt Capital 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 23 只证券，申报市值合计 7,709.65 万美元。前几大持仓：AHR（9.17%）、AMH（8.40%）、VTR（7.77%）。本季前 25 大持仓中：新建仓 9 只、增持 2 只、减持 12 只、清仓 2 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | AHR | AMERICAN HEALTHCARE REIT INC | $7.1M | 9.17% | 150,189 | 减持 |
| 2 | AMH | AMERICAN HOMES 4 RENT | $6.5M | 8.40% | 201,838 | 新建仓 |
| 3 | VTR | VENTAS INC | $6.0M | 7.77% | 77,424 | 增持 |
| 4 | BRX | BRIXMOR PPTY GROUP INC | $5.8M | 7.52% | 221,236 | 减持 |
| 5 | WELL | WELLTOWER INC | $5.4M | 6.98% | 29,003 | 减持 |
| 6 | STAG | STAG INDUSTRIAL INC | $4.5M | 5.78% | 121,296 | 减持 |
| 7 | MAC | MACERICH CO | $4.4M | 5.72% | 239,064 | 新建仓 |
| 8 | EXR | EXTRA SPACE STORAGE INC | $4.2M | 5.39% | 31,894 | 增持 |
| 9 | LEN | LENNAR CORP | $3.1M | 3.99% | 29,936 | 新建仓 |
| 10 | UE | URBAN EDGE PPTYS | $3.0M | 3.84% | 154,190 | 减持 |
| 11 | COLD | AMERICOLD REALTY TRUST INC | $2.9M | 3.83% | 229,378 | 减持 |
| 12 | KRC | KILROY REALTY CORP | $2.8M | 3.67% | 75,646 | 减持 |
| 13 | DEI | DOUGLAS EMMETT INC | $2.7M | 3.44% | 241,209 | 新建仓 |
| 14 | HIW | HIGHWOODS PPTYS INC | $2.6M | 3.33% | 99,315 | 减持 |
| 15 | ARE | ALEXANDRIA REAL ESTATE EQ IN | $2.5M | 3.21% | 50,612 | 减持 |
| 16 | CCS | CENTURY COMMUNITIES INC | $2.4M | 3.07% | 39,817 | 新建仓 |
| 17 | MTH | MERITAGE HOMES CORP | $2.2M | 2.90% | 33,963 | 新建仓 |
| 18 | UDR | UDR INC | $1.8M | 2.36% | 49,511 | 减持 |
| 19 | VMRK | EQUITY RESIDENTIAL | $1.8M | 2.35% | 28,747 | 减持 |
| 20 | DLR | DIGITAL RLTY TR INC | $1.8M | 2.34% | 11,644 | 新建仓 |
| 21 | EPRT | ESSENTIAL PPTYS RLTY TR INC | $1.7M | 2.20% | 57,279 | 减持 |
| 22 | MHO | M/I HOMES INC | $1.5M | 1.93% | 11,640 | 新建仓 |
| 23 | FR | FIRST INDL RLTY TR INC | $628,252 | 0.81% | 10,970 | 新建仓 |
| 24 | CDP | COPT DEFENSE PROPERTIES | $0 | 0.00% | 0 | 清仓 |
| 25 | CUBE | CUBESMART | $0 | 0.00% | 0 | 清仓 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR