13F Insight
DOSSIER · 13F-HR · Q2 2026

Vision Capital Corp

$309M in tracked AUM across 15 positions as of Q2 2026.

VC
CIK 0001764403 · last filed Jun 30, 2026
Total AUM
$309M
as of Q2 2026
Holdings
15
—
positions
Whale Score
71
71
strong
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Vision Capital Corp filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
IYR
ISHARES TR
$75M730K24.2%02
DLR
DIGITAL RLTY TR INC
$32M179K10.4%03
BKD
BROOKDALE SR LIVING INC
$30M1.9M9.7%04
CUBE
CUBESMART
$28M697K9.0%05
FR
FIRST INDL RLTY TR INC
$26M430K8.5%06
EQIX
EQUINIX INC
$20M19K6.5%07
REXR
REXFORD INDL RLTY INC
$18M525K5.7%08
SUI
SUN CMNTYS INC
$16M135K5.2%09
ADC
AGREE RLTY CORP
$16M209K5.1%10
CBRE
CBRE GROUP INC
$14M107K4.7%

Filing history

2026Q2Jun 30
$309M▼ 22.2%
15 positionsView →2026Q1Mar 31
$397M▲ 75.0%
15 positionsView →2025Q4Dec 31
$227M▼ 33.6%
12 positionsView →2025Q3Sep 30
$342M▼ 9.5%
11 positionsView →2025Q2Jun 30
$378M▼ 13.5%
14 positionsLocked2025Q1Mar 31
$437M▼ 29.4%
16 positionsLocked2024Q4Dec 31
$619M▼ 0.1%
18 positionsLocked2024Q3Sep 30
$620M▲ 0.7%
21 positionsLocked2024Q2Jun 30
$616M▲ 25.8%
13 positionsLocked2024Q1Mar 31
$490M▲ 91.6%
16 positionsLocked2023Q4Dec 31
$255M▼ 12.2%
13 positionsLocked2023Q3Sep 30
$291M▲ 11.5%
6 positionsLocked
Showing 12 of 31