Vision Capital Corp
Net buyer this quarter
$309M
13
+$25.7M
65.8%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 DLR | $32.1M | 10.40% | 0.05% | +177.7% | Q2 2024 |
 BKD | $30M | 9.71% | 0.78% | Not reported | Q2 2024 |
 CUBE | $27.7M | 8.97% | 0.31% | +35.0% | Q1 2022 |
 FR | $26.3M | 8.52% | 0.32% | -11.2% | Q1 2022 |
 EQIX | $20.2M | 6.53% | 0.02% | -51.3% | Q4 2024 |
 SUI | $16.2M | 5.24% | 0.11% | -59.1% | Q4 2018 |
 ADC | $15.9M | 5.13% | 0.17% | Not reported | Q4 2025 |
 CBRE | $14.5M | 4.69% | 0.04% | -0.7% | Q4 2024 |
 UE | $10.2M | 3.29% | 0.35% | New | Q2 2026 |
 IVT | $10.1M | 3.27% | 0.37% | -60.2% | Q4 2024 |
 KRG | $5.68M | 1.84% | 0.10% | Not reported | Q1 2025 |
 CTO | $4M | 1.29% | 0.50% | New | Q2 2026 |
 NMRK | $3.91M | 1.26% | Not reported | -1.3% | Q3 2024 |
| Q1 2026 | |||||
| SUI | $41.7M | 10.48% | 0.27% | +16.8% | Q4 2018 |
| EQIX | $39M | 9.81% | 0.04% | -12.2% | Q4 2024 |
| FR | $28M | 7.04% | 0.37% | +70.4% | Q1 2022 |
| IVT | $21.8M | 5.49% | 0.92% | -29.5% | Q4 2024 |
| CUBE | $18.9M | 4.76% | 0.23% | -5.5% | Q1 2022 |
| CBRE | $14.7M | 3.69% | 0.04% | +51.9% | Q4 2024 |
| DLR | $11.6M | 2.92% | 0.02% | -31.8% | Q2 2024 |
| NMRK | $3.93M | 0.99% | Not reported | +9.4% | Q3 2024 |
 JAN | $3.54M | 0.89% | Not reported | New | Q1 2026 |
| Q4 2025 | |||||
| SUI | $35.1M | 15.46% | 0.23% | +0.5% | Q4 2018 |
| EQIX | $34.7M | 15.28% | 0.05% | +0.5% | Q4 2024 |
| IVT | $28.7M | 12.64% | 1.31% | -8.0% | Q4 2024 |
| CUBE | $19.7M | 8.68% | 0.24% | Not reported | Q1 2022 |
| FR | $16.3M | 7.16% | 0.21% | Not reported | Q1 2022 |
| DLR | $14.6M | 6.43% | 0.03% | +0.5% | Q2 2024 |
| KW | $12.7M | 5.58% | 0.95% | Not reported | Q4 2018 |
| CBRE | $11.5M | 5.04% | 0.02% | +77.5% | Q4 2024 |
| NMRK | $4.15M | 1.83% | Not reported | +72.8% | Q3 2024 |
| ADC | $3.92M | 1.73% | 0.05% | New | Q4 2025 |
| Q3 2025 | |||||
| SUI | $36.4M | 10.63% | 0.23% | +2.6% | Q4 2018 |
| EQIX | $35.3M | 10.32% | 0.05% | +36.3% | Q4 2024 |
| IVT | $31.7M | 9.25% | 1.42% | +11.8% | Q4 2024 |
 COLD | $24.5M | 7.15% | 0.70% | +4.5% | Q4 2018 |
 EGP | $18.8M | 5.49% | 0.21% | +37.0% | Q3 2024 |
| DLR | $16.2M | 4.75% | 0.03% | +59.4% | Q2 2024 |
| CBRE | $6.33M | 1.85% | 0.01% | -10.8% | Q4 2024 |
| NMRK | $2.59M | 0.76% | Not reported | Not reported | Q3 2024 |