Bayhunt Capital LLC
MILL VALLEY CA · SEC CIK 0002058173
$1.06亿2026Q1 申报市值
20持仓数
70.9%前十大占比 · 第一大 10.1%
8 / 3新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
WELL 新建仓+$1,070.43万
UDR 新建仓+$812.76万
VMRK 新建仓+$761.38万
EPRT 新建仓+$452.93万
KRC 新建仓+$399.46万
2026Q1 卖出最多 按季末市值估算
GLPI 清仓-$1,481.07万
EXR 减仓-$1,087.09万
SPG 减仓-$980.82万
VTR 减仓-$977.25万
HIW 减仓-$868.48万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| WELL | WELLTOWER INC | $1,070.43万 | 10.14% | 57,671 | 57,671 | — | $1,070.43万 | 新建仓 |
| AHR | AMERICAN HEALTHCARE REIT INC | $1,023.17万 | 9.69% | 217,418 | -3,981 | -1.8% | -$18.73万 | 减仓 |
| BRX | BRIXMOR PPTY GROUP INC | $988.21万 | 9.36% | 376,893 | -187,302 | -33.2% | -$491.11万 | 减仓 |
| UE | URBAN EDGE PPTYS | $851.83万 | 8.07% | 443,892 | -99,603 | -18.3% | -$191.14万 | 减仓 |
| UDR | UDR INC | $812.76万 | 7.70% | 221,582 | 221,582 | — | $812.76万 | 新建仓 |
| VMRK | EQUITY RESIDENTIAL | $761.38万 | 7.21% | 120,778 | 120,778 | — | $761.38万 | 新建仓 |
| STAG | STAG INDUSTRIAL INC | $587.47万 | 5.56% | 159,811 | -120,999 | -43.1% | -$444.79万 | 减仓 |
| COLD | AMERICOLD REALTY TRUST INC | $494.59万 | 4.68% | 384,593 | -270,109 | -41.3% | -$347.36万 | 减仓 |
| EPRT | ESSENTIAL PPTYS RLTY TR INC | $452.93万 | 4.29% | 152,707 | 152,707 | — | $452.93万 | 新建仓 |
| HIW | HIGHWOODS PPTYS INC | $443.97万 | 4.21% | 171,950 | -336,361 | -66.2% | -$868.48万 | 减仓 |
| KRC | KILROY REALTY CORP | $399.46万 | 3.78% | 106,892 | 106,892 | — | $399.46万 | 新建仓 |
| CUBE | CUBESMART | $396.40万 | 3.75% | 109,958 | 109,958 | — | $396.40万 | 新建仓 |
| EXR | EXTRA SPACE STORAGE INC | $377.94万 | 3.58% | 29,023 | -83,481 | -74.2% | -$1,087.09万 | 减仓 |
| CDP | COPT DEFENSE PROPERTIES | $360.24万 | 3.41% | 129,584 | 129,584 | — | $360.24万 | 新建仓 |
| ARE | ALEXANDRIA REAL ESTATE EQ IN | $327.57万 | 3.10% | 66,932 | -73,496 | -52.3% | -$359.69万 | 减仓 |
| EGP | EASTGROUP PPTYS INC | $312.08万 | 2.96% | 17,519 | -17,807 | -50.4% | -$317.21万 | 减仓 |
| SPG | SIMON PPTY GROUP INC NEW | $290.55万 | 2.75% | 15,696 | -52,986 | -77.1% | -$980.82万 | 减仓 |
| VTR | VENTAS INC | $271.60万 | 2.57% | 35,100 | -126,292 | -78.3% | -$977.25万 | 减仓 |
| PHM | PULTE GROUP INC | $177.38万 | 1.68% | 15,127 | -20,547 | -57.6% | -$240.93万 | 减仓 |
| — | TAYLOR MORRISON HOME CORP | $157.03万 | 1.49% | 26,674 | 26,674 | — | $157.03万 | 新建仓 |
| AMH | AMERICAN HOMES 4 RENT | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| GLPI | GAMING & LEISURE PPTYS INC | $0 | 0.00% | 0 | -331,409 | -100.0% | -$1,481.07万 | 清仓 |
| MAA | MID-AMER APT CMNTYS INC | $0 | 0.00% | 0 | -62,044 | -100.0% | -$861.85万 | 清仓 |
| MTH | MERITAGE HOMES CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| HR | HEALTHCARE RLTY TR | $0 | 0.00% | 0 | -366,753 | -100.0% | -$621.65万 | 清仓 |
| DEI | DOUGLAS EMMETT INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |