13F Insight
DOSSIER · 13F-HR · Q1 2026

Vision Capital Corp

$397M in tracked AUM across 15 positions as of Q1 2026.

VC
CIK 0001764403 · last filed Mar 31, 2026
Total AUM
$397M
as of Q1 2026
Holdings
15
—
positions
Whale Score
69
69
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

Vision Capital Corp filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
78462F953
STATE STR SPDR S&P 500 ETF T
$152M234K38.2%02
SUI
SUN CMNTYS INC
$42M331K10.5%03
EQIX
EQUINIX INC
$39M40K9.8%04
FR
FIRST INDL RLTY TR INC
$28M484K7.0%05
464287909
ISHARES TR
$23M240K5.7%06
IVT
INVENTRUST PPTYS CORP
$22M717K5.5%07
29444U950
EQUINIX INC
$20M20K4.9%08
CUBE
CUBESMART
$19M516K4.8%09
CBRE
CBRE GROUP INC
$15M108K3.7%10
03064D908
AMERICOLD REALTY TRUST INC
$12M1.1M3.1%

Filing history

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 positionsLocked2023Q2Jun 30
$261M▼ 23.3%
9 positionsLocked
Showing 12 of 30