Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Vision Capital Corp (CIK 1764403) reported $397.4M across 8 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SPY ($151.9M, 38.21%), SUI ($41.7M, 10.48%), EQIX ($39.0M, 9.81%), FR ($28.0M, 7.04%), ILCG ($22.7M, 5.70%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | $151.9M | 38.21% | 233,500 | New |
| 2 | SUI | SUN CMNTYS INC | $41.7M | 10.48% | 330,796 | Added |
| 3 | EQIX | EQUINIX INC | $39.0M | 9.81% | 39,788 | Trimmed |
| 4 | FR | FIRST INDL RLTY TR INC | $28.0M | 7.04% | 483,844 | Added |
| 5 | ILCG | ISHARES TR | $22.7M | 5.70% | 239,700 | New |
| 6 | IVT | INVENTRUST PPTYS CORP | $21.8M | 5.49% | 716,866 | Trimmed |
| 7 | EQIX | EQUINIX INC | $19.6M | 4.93% | 20,000 | Trimmed |
| 8 | CUBE | CUBESMART | $18.9M | 4.76% | 516,356 | Trimmed |
| 9 | CBRE | CBRE GROUP INC | $14.7M | 3.69% | 108,211 | Added |
| 10 | COLD | AMERICOLD REALTY TRUST INC | $12.3M | 3.09% | 1.1M | New |
| 11 | DLR | DIGITAL RLTY TR INC | $11.6M | 2.92% | 64,434 | Trimmed |
| 12 | ELS-PC | EQUITY LIFESTYLE PROPERTIES | $7.9M | 1.98% | 126,000 | New |
| 13 | NMRK | NEWMARK GROUP INC | $3.9M | 0.99% | 261,995 | Added |
| 14 | JANUS LIVING INC | $3.5M | 0.89% | 150,000 | New | |
| 15 | ADC | AGREE RLTY CORP | $0 | 0.00% | 0 | Exited |
| 16 | CBRE | CBRE GROUP INC | $0 | 0.00% | 0 | Exited |
| 17 | KW | KENNEDY-WILSON HOLDINGS INC | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31