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Portfolio (Quarterly) Guide ↗

Vision Capital Corp

· CIK 0001764403
13F Portfolio $397M AUM 15 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 5 New 4 Added 5 Reduced 3 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 PUT STATE STR SPDR S&P 500 ETF T 233,500.0 $151.9M 38.21% NEW $650.34
2 CALL ISHARES TR 239,700.0 $22.7M 5.70% NEW $94.56
3 CALL AMERICOLD REALTY TRUST INC 1,070,000.0 $12.3M 3.09% NEW $11.46
4 CALL EQUITY LIFESTYLE PROPERTIES 126,000.0 $7.9M 1.98% NEW $62.42
5 JANUS LIVING INC 150,000.0 $3.5M 0.89% NEW $23.57

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Real Estate 100.0%