The Analysis of Vision Capital Corp's Holdings & P&L


Currently, Vision Capital Corp holds 9 types of securities in its portfolio with a total value $183.2M. In the most recent quarter, they have increased their positions in FR (+199.9K shares, valued at $11.6M), SUI (+47.5K shares, valued at $6.0M), CBRE (+37.0K shares, valued at $5.0M); decreased their positions in IVT (-300.5K shares, valued at $9.2M), DLR (-30.0K shares, valued at $5.4M), EQIX (-5.5K shares, valued at $5.4M); initiated new positions in N/A (+150.0K shares, valued at $3.5M).


1M P&L
-3.7M-1.73%
3M P&L
+8.8M+4.42%
HY P&L
+25.6M+14.05%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1REIT - Specialty49.3M
27.2%
2REIT - Industrial36.0M
19.8%
3REIT - Residential35.1M
19.4%

Top Industries by Stock Count

1Real Estate Services3 stocks
30.0%
2REIT - Retail2 stocks
20.0%
3REIT - Industrial2 stocks
20.0%
Stock Holdings
SUI
SUN CMNTYS INC
16.75%
Shares330.8K
Event2026-03-31
Filed2026-05-14
EQIX
EQUINIX INC
-12.15%
Shares39.8K
Event2026-03-31
Filed2026-05-14
FR
FIRST INDL RLTY TR INC
70.42%
Shares483.8K
Event2026-03-31
Filed2026-05-14
IVT
INVENTRUST PPTYS CORP
-29.54%
Shares716.9K
Event2026-03-31
Filed2026-05-14
CUBE
CUBESMART
-5.54%
Shares516.4K
Event2026-03-31
Filed2026-05-14
CBRE
CBRE GROUP INC
51.88%
Shares108.2K
Event2026-03-31
Filed2026-05-14
DLR
DIGITAL RLTY TR INC
-31.77%
Shares64.4K
Event2026-03-31
Filed2026-05-14
NMRK
NEWMARK GROUP INC
9.36%
Shares262.0K
Event2026-03-31
Filed2026-05-14
JANUS LIVING INC
JANUS LIVING INC
New
Shares150.0K
Event2026-03-31
Filed2026-05-14

Call Option Holdings
ISHARES TR Call
ISHARES TR
New
Shares239.7K
Event2026-03-31
Filed2026-05-14
AMERICOLD REALTY TRUST INC Call
AMERICOLD REALTY TRUST INC
New
Shares1.1M
Event2026-03-31
Filed2026-05-14
EQUITY LIFESTYLE PROPERTIES Call
EQUITY LIFESTYLE PROPERTIES
New
Shares126.0K
Event2026-03-31
Filed2026-05-14

Put Option Holdings
STATE STR SPDR S&P 500 ETF T Put
STATE STR SPDR S&P 500 ETF T
New
Shares233.5K
Event2026-03-31
Filed2026-05-14
EQUINIX INC Put
EQUINIX INC
-55.65%
Shares20.0K
Event2026-03-31
Filed2026-05-14