Vision Capital Corp — 13F holdings

Vision Capital Corp reported 15 holdings worth $309M in its 13F filing for Q2 2026, filed August 13, 2026.

Largest positions

1. IYR ISHARES TR — $74.6M (24.2%)
2. DLR DIGITAL RLTY TR INC — $32.1M (10.4%)
3. BKD BROOKDALE SR LIVING INC — $30.0M (9.7%)
4. CUBE CUBESMART — $27.7M (9.0%)
5. FR FIRST INDL RLTY TR INC — $26.3M (8.5%)
6. EQIX EQUINIX INC — $20.2M (6.5%)
7. REXR REXFORD INDL RLTY INC — $17.6M (5.7%)
8. SUI SUN CMNTYS INC — $16.2M (5.2%)
9. ADC AGREE RLTY CORP — $15.9M (5.1%)
10. CBRE CBRE GROUP INC — $14.5M (4.7%)