Vision Capital Corp: 13F holdings
CIK 17644032026Q2
| Positions | 15 |
|---|
| Reported value | $309.0m |
|---|
| Filed | 2026-08-13 |
|---|
Change since last quarter
| Positions | 15 (+1 vs prior quarter) |
|---|
| Reported value | $309.0m (-22.2%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| DLR DIGITAL RLTY TR INC | 178,923 | $32.1m | 10.4% |
| BKD BROOKDALE SR LIVING INC | 1,865,324 | $30.0m | 9.7% |
| CUBE CUBESMART | 696,812 | $27.7m | 9.0% |
| FR FIRST INDL RLTY TR INC | 429,587 | $26.3m | 8.5% |
| EQIX EQUINIX INC | 19,366 | $20.2m | 6.5% |
| SUI SUN CMNTYS INC | 135,152 | $16.2m | 5.2% |
| ADC AGREE RLTY CORP | 209,300 | $15.9m | 5.1% |
| CBRE CBRE GROUP INC | 107,495 | $14.5m | 4.7% |
| UE URBAN EDGE PPTYS | 445,000 | $10.2m | 3.3% |
| IVT INVENTRUST PPTYS CORP | 285,583 | $10.1m | 3.3% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1764403")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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