account_balance
Investment manager · 13F filer · SEC CIK 1764403
Vision Capital Corp
Reported value$200Mas of Sep 30, 2026
Positions11 3 new, 5 sold out
Top 10 weight99.0%BKD alone is 15%
FiledNov 1344 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
This fund reports 11 stocks.
BKDBrookdale Senior Living Inc.
14.8%Added +47%
FRFirst Industrial Realty Trust Inc
14.4%Added +13%
CSQRCsquare, Inc.
12.4%New
SUISun Communities Inc
12.2%Added +64%
IVTInvenTrust Properties Corp.
12.2%Added +183%
REGRegency Centers Corp
9.2%New
EQIXEquinix Inc
9.1%Trimmed −7%
ADCAgree Realty Corp
8.9%Added +28%
ESSEssex Property Trust, Inc.
3.8%New
CTO1.9%UEBKDBrookdale Senior Living Inc.
14.8%Added +47%
FRFirst Industrial Realty Trust Inc
14.4%Added +13%
CSQRCsquare, Inc.
12.4%New
SUISun Communities Inc
12.2%+64%
IVTInvenTrust Properties Corp.
12.2%+183%
REGRegency Centers Corp
9.2%
EQIXEquinix Inc
9.1%−7%
ADCAgree Realty Corp
8.9%+28%
ESS3.8%CTO1.9%UEBox size is the share of the fund. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 11 as a list
BKD Brookdale Senior Living Inc. 14.8% Added +47%FR First Industrial Realty Trust Inc 14.4% Added +13%CSQR Csquare, Inc. 12.4% NewSUI Sun Communities Inc 12.2% Added +64%IVT InvenTrust Properties Corp. 12.2% Added +183%REG Regency Centers Corp 9.2% NewEQIX Equinix Inc 9.1% Trimmed −7%ADC Agree Realty Corp 8.9% Added +28%ESS Essex Property Trust, Inc. 3.8% NewCTO CTO Realty Growth, Inc. 1.9% HeldUE Urban Edge Properties 1.0% Trimmed −76%
What changed
Biggest moves since Jun 30, 2026
Free weekly email
Each week's biggest real insider buys, cluster buys and fund moves, every one dated. One email a week. Unsubscribe in one click.