Investor
Vision Capital Corp
CIK 0001764403 · filed 2026-05-14 · SEC filing
13F book
$397.4M
Positions
9
1 new · 2 sold
Largest name
10.5%
Sun Cmntys Inc
Est. mark
$10.5M
Price effect on 8 names still held. Flow −$8.59M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Sun Cmntys Inc | — | 330.8K | $41.7M | 10.5% | $580.8K | Added$6.56M |
| Equinix Inc | EQIX | 39.8K | $39M | 9.8% | $8.52M | Cut$4.3M |
| First Indl Rlty Tr Inc | — | 483.8K | $28M | 7.0% | $164.7K | Added$11.7M |
| Inventrust Pptys Corp | — | 716.9K | $21.8M | 5.5% | $1.61M | Cut−$6.86M |
| Cubesmart | CUBE | 516.4K | $18.9M | 4.8% | $309.8K | Cut−$782.5K |
| Cbre Group, Inc. | CBRE | 108.2K | $14.7M | 3.7% | −$1.8M | Added$3.2M |
| Digital Rlty Tr Inc | — | 64.4K | $11.6M | 2.9% | $1.64M | Cut−$3M |
| Newmark Group, Inc. | NMRK | 262K | $3.93M | 1.0% | −$563K | Added−$226.8K |
| Janus Living, Inc. | JAN | 150K | $3.54M | 0.9% | — | New |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.