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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 EQIX EQUINIX INC Real Estate 39,788.0 $39.0M 9.81% -6K -12.2% $980.24 +10.7%
2 IVT INVENTRUST PPTYS CORP Real Estate 716,866.0 $21.8M 5.50% -301K -29.5% $30.46 +8.3%
3 PUT EQUINIX INC 20,000.0 $19.6M 4.93% -25K -55.6% $980.24
4 CUBE CUBESMART Real Estate 516,356.0 $18.9M 4.76% -30K -5.5% $36.65 +9.6%
5 DLR DIGITAL RLTY TR INC Real Estate 64,434.0 $11.6M 2.92% -30K -31.8% $180.21 +7.4%

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%