Bayhunt Capital LLC
MILL VALLEY CA · SEC CIK 0002058173
$7,709.65万2026Q2 申报市值
23持仓数
64.6%前十大占比 · 第一大 9.2%
6 / 6新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
MAC 新建仓+$441.31万
VTR 加仓+$327.50万
LEN 新建仓+$307.74万
CCS 新建仓+$236.31万
DLR 新建仓+$180.14万
2026Q2 卖出最多 按季末市值估算
AMH 重新持有-$834.29万
UDR 减仓-$631.16万
VMRK 减仓-$580.16万
MTH 重新持有-$568.74万
UE 减仓-$555.94万
2026Q2 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| AHR | AMERICAN HEALTHCARE REIT INC | $706.79万 | 9.17% | 150,189 | -67,229 | -30.9% | -$316.38万 | 减仓 |
| AMH | AMERICAN HOMES 4 RENT | $647.90万 | 8.40% | 201,838 | -259,903 | -56.3% | -$834.29万 | 重新持有 |
| VTR | VENTAS INC | $599.11万 | 7.77% | 77,424 | 42,324 | 120.6% | $327.50万 | 加仓 |
| BRX | BRIXMOR PPTY GROUP INC | $580.08万 | 7.52% | 221,236 | -155,657 | -41.3% | -$408.13万 | 减仓 |
| WELL | WELLTOWER INC | $538.32万 | 6.98% | 29,003 | -28,668 | -49.7% | -$532.11万 | 减仓 |
| STAG | STAG INDUSTRIAL INC | $445.88万 | 5.78% | 121,296 | -38,515 | -24.1% | -$141.58万 | 减仓 |
| MAC | MACERICH CO | $441.31万 | 5.72% | 239,064 | 239,064 | — | $441.31万 | 新建仓 |
| EXR | EXTRA SPACE STORAGE INC | $415.32万 | 5.39% | 31,894 | 2,871 | 9.9% | $37.39万 | 加仓 |
| LEN | LENNAR CORP | $307.74万 | 3.99% | 29,936 | 29,936 | — | $307.74万 | 新建仓 |
| UE | URBAN EDGE PPTYS | $295.89万 | 3.84% | 154,190 | -289,702 | -65.3% | -$555.94万 | 减仓 |
| COLD | AMERICOLD REALTY TRUST INC | $294.98万 | 3.83% | 229,378 | -155,215 | -40.4% | -$199.61万 | 减仓 |
| KRC | KILROY REALTY CORP | $282.69万 | 3.67% | 75,646 | -31,246 | -29.2% | -$116.77万 | 减仓 |
| DEI | DOUGLAS EMMETT INC | $265.09万 | 3.44% | 241,209 | -123,817 | -33.9% | -$136.07万 | 重新持有 |
| HIW | HIGHWOODS PPTYS INC | $256.43万 | 3.33% | 99,315 | -72,635 | -42.2% | -$187.54万 | 减仓 |
| ARE | ALEXANDRIA REAL ESTATE EQ IN | $247.70万 | 3.21% | 50,612 | -16,320 | -24.4% | -$79.87万 | 减仓 |
| CCS | CENTURY COMMUNITIES INC | $236.31万 | 3.07% | 39,817 | 39,817 | — | $236.31万 | 新建仓 |
| MTH | MERITAGE HOMES CORP | $223.48万 | 2.90% | 33,963 | -86,434 | -71.8% | -$568.74万 | 重新持有 |
| UDR | UDR INC | $181.61万 | 2.36% | 49,511 | -172,071 | -77.7% | -$631.16万 | 减仓 |
| VMRK | EQUITY RESIDENTIAL | $181.22万 | 2.35% | 28,747 | -92,031 | -76.2% | -$580.16万 | 减仓 |
| DLR | DIGITAL RLTY TR INC | $180.14万 | 2.34% | 11,644 | 11,644 | — | $180.14万 | 新建仓 |
| EPRT | ESSENTIAL PPTYS RLTY TR INC | $169.89万 | 2.20% | 57,279 | -95,428 | -62.5% | -$283.04万 | 减仓 |
| MHO | M/I HOMES INC | $148.93万 | 1.93% | 11,640 | 11,640 | — | $148.93万 | 新建仓 |
| FR | FIRST INDL RLTY TR INC | $62.83万 | 0.81% | 10,970 | 10,970 | — | $62.83万 | 新建仓 |
| CUBE | CUBESMART | $0 | 0.00% | 0 | -109,958 | -100.0% | -$396.40万 | 清仓 |
| CDP | COPT DEFENSE PROPERTIES | $0 | 0.00% | 0 | -129,584 | -100.0% | -$360.24万 | 清仓 |
| EGP | EASTGROUP PPTYS INC | $0 | 0.00% | 0 | -17,519 | -100.0% | -$312.08万 | 清仓 |
| SPG | SIMON PPTY GROUP INC NEW | $0 | 0.00% | 0 | -15,696 | -100.0% | -$290.55万 | 清仓 |
| PHM | PULTE GROUP INC | $0 | 0.00% | 0 | -15,127 | -100.0% | -$177.38万 | 清仓 |
| — | TAYLOR MORRISON HOME CORP | $0 | 0.00% | 0 | -26,674 | -100.0% | -$157.03万 | 清仓 |