Vision Capital Corp 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
Vision Capital Corp disclosed 9 US equity positions worth $183.2m in its Q1 2026 13F filing. The largest position was SUI at 22.7% of the reported book, followed by EQIX and FR.
What did Vision Capital Corp own in Q1 2026? Top 9 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | SUI SUN CMNTYS INC | Real Estate | 22.7% | $41.7m | 330,796 | – | |
| 2 | EQIX EQUINIX INC | Real Estate | 21.3% | $39.0m | 39,788 | – | |
| 3 | FR FIRST INDL RLTY TR INC | Real Estate | 15.3% | $28.0m | 483,844 | – | |
| 4 | IVT INVENTRUST PPTYS CORP | 11.9% | $21.8m | 716,866 | – | ||
| 5 | CUBE CUBESMART | Real Estate | 10.3% | $18.9m | 516,356 | – | |
| 6 | CBRE CBRE GROUP INC | Real Estate | 8.0% | $14.7m | 108,211 | – | |
| 7 | DLR DIGITAL RLTY TR INC | Real Estate | 6.3% | $11.6m | 64,434 | – | |
| 8 | NMRK NEWMARK GROUP INC | Real Estate | 2.1% | $3.9m | 261,995 | – | |
| 9 | JAN JANUS LIVING INC | Real Estate | 1.9% | $3.5m | 150,000 | – |
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.