Vision Capital Corp 13F holdings, Q2 2025
Holdings as of June 30, 2025 · filings on SEC EDGAR · latest filing →
Vision Capital Corp disclosed 12 US equity positions worth $223.7m in its Q2 2025 13F filing. The largest position was SUI at 15.5% of the reported book, followed by COLD and UDR. Against the Q1 2025 filing, it opened 2 new positions, added to 5 and reduced 2 among the top 12 holdings.
What did Vision Capital Corp own in Q2 2025? Top 12 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2025 |
|---|---|---|---|---|---|---|---|
| 1 | SUI SUN CMNTYS INC | Real Estate | 15.5% | $34.8m | 274,860 | 0% | held |
| 2 | COLD AMERICOLD REALTY TRUST INC | Real Estate | 14.2% | $31.8m | 1,912,320 | 55% | added |
| 3 | UDR UDR INC | Real Estate | 14.1% | $31.6m | 774,000 | – | new |
| 4 | IVT INVENTRUST PPTYS CORP | 12.1% | $27.1m | 989,472 | 183% | added | |
| 5 | EQIX EQUINIX INC | Real Estate | 11.8% | $26.3m | 33,075 | 0% | held |
| 6 | SLG SL GREEN RLTY CORP | Real Estate | 9.1% | $20.4m | 330,000 | 65% | added |
| 7 | EGP EASTGROUP PPTYS INC | Real Estate | 6.1% | $13.5m | 81,000 | 4% | added |
| 8 | DLR DIGITAL RLTY TR INC | Real Estate | 4.6% | $10.3m | 58,969 | 0% | held |
| 9 | HUDSON PAC PPTYS INC | 4.3% | $9.5m | 3,482,555 | – | new | |
| 10 | KRG KITE RLTY GROUP TR | Real Estate | 3.0% | $6.7m | 293,822 | -47% | reduced |
| 11 | CBRE CBRE GROUP INC | Real Estate | 2.8% | $6.3m | 45,000 | -71% | reduced |
| 12 | AIV APARTMENT INVT & MGMT CO | 2.4% | $5.4m | 624,036 | 151% | added |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.