§ 13F · FUND PROFILE
Vision Capital Corp.
AUM · $309M (13F)Positions · 15Turnover · n/a · Q2Filed · Aug 13, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$158M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | IYR | ISHARES TR | 730K | $75M | 24.2% | NEW |
| 2 | DLR | DIGITAL RLTY TR INC | 179K | $32M | 10.4% | +178% |
| 3 | BKD | BROOKDALE SR LIVING INC | 1.87M | $30M | 9.7% | NEW |
| 4 | CUBE | CUBESMART | 697K | $28M | 9.0% | +35% |
| 5 | FR | FIRST INDL RLTY TR INC | 430K | $26M | 8.5% | −11% |
| 6 | EQIX | EQUINIX INC | 19K | $20M | 6.5% | −51% |
| 7 | REXR | REXFORD INDL RLTY INC | 525K | $18M | 5.7% | NEW |
| 8 | SUI | SUN CMNTYS INC | 135K | $16M | 5.2% | −59% |
| 9 | ADC | AGREE RLTY CORP | 209K | $16M | 5.1% | NEW |
| 10 | CBRE | CBRE GROUP INC | 107K | $14M | 4.7% | −1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE VISION SIGNAL
AC read
Vision Capital Corp is a Other fund managing $309 million in assets. The fund runs a focused portfolio of just 15 positions.
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