Vision Capital Corp 13F holdings, Q3 2025
Holdings as of September 30, 2025 · filings on SEC EDGAR · latest filing →
Vision Capital Corp disclosed 8 US equity positions worth $171.7m in its Q3 2025 13F filing. The largest position was SUI at 21.2% of the reported book, followed by EQIX and IVT. Against the Q2 2025 filing, it opened 1 new position, added to 6 and reduced 1 among the top 8 holdings.
What did Vision Capital Corp own in Q3 2025? Top 8 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q2 2025 |
|---|---|---|---|---|---|---|---|
| 1 | SUI SUN CMNTYS INC | Real Estate | 21.2% | $36.4m | 281,860 | 3% | added |
| 2 | EQIX EQUINIX INC | Real Estate | 20.6% | $35.3m | 45,075 | 36% | added |
| 3 | IVT INVENTRUST PPTYS CORP | 18.4% | $31.7m | 1,105,874 | 12% | added | |
| 4 | COLD AMERICOLD REALTY TRUST INC | Real Estate | 14.2% | $24.5m | 1,999,050 | 5% | added |
| 5 | EGP EASTGROUP PPTYS INC | Real Estate | 10.9% | $18.8m | 111,000 | 37% | added |
| 6 | DLR DIGITAL RLTY TR INC | Real Estate | 9.5% | $16.2m | 93,969 | 59% | added |
| 7 | CBRE CBRE GROUP INC | Real Estate | 3.7% | $6.3m | 40,148 | -11% | reduced |
| 8 | NMRK NEWMARK GROUP INC | Real Estate | 1.5% | $2.6m | 138,632 | – | new |
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.