VISION CAPITAL CORP

PrivateCIK: 1764403
Location

TORONTO, A6

15
Positions
$309.02M
Total AUM (reported)
6.27M
Total Shares

Allocation by class

TOTAL AUM$309.02M15 positions
COM$182.62M59.1%
PUT$74.64M24.2%
CL A$18.39M5.9%
CALL$17.58M5.7%
COM NEW$15.79M5.1%

Portfolio Concentration

Top 344.3%4–1044.8%11–2511.0%TOP 1089.0%0%100%
Top 3$136.79M44.3%
4–10$138.35M44.8%
11–25$33.88M11.0%

Top 3 weight

44.3%

Top 10 weight

89.0%

Voting Authority Distribution

Total shares with voting rights: 6.27M

Sole

Full voting authority

6.27M

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole15
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings15
Rows:

ISHARES TR

SOLE
PUT
Shares730K
TypeSH
Market value$74.64M
24.15%
Sole
730K
Shared
0.00
None
0.00

DIGITAL RLTY TR INC

SOLE
COM
Shares178.92K
TypeSH
Market value$32.13M
10.40%
Sole
178.92K
Shared
0.00
None
0.00

BROOKDALE SR LIVING INC

SOLE
COM
Shares1.87M
TypeSH
Market value$30.01M
9.71%
Sole
1.87M
Shared
0.00
None
0.00

CUBESMART

SOLE
COM
Shares696.81K
TypeSH
Market value$27.71M
8.97%
Sole
696.81K
Shared
0.00
None
0.00

FIRST INDL RLTY TR INC

SOLE
COM
Shares429.59K
TypeSH
Market value$26.34M
8.52%
Sole
429.59K
Shared
0.00
None
0.00

EQUINIX INC

SOLE
COM
Shares19.37K
TypeSH
Market value$20.19M
6.53%
Sole
19.37K
Shared
0.00
None
0.00

REXFORD INDL RLTY INC

SOLE
CALL
Shares524.80K
TypeSH
Market value$17.58M
5.69%
Sole
524.80K
Shared
0.00
None
0.00

SUN CMNTYS INC

SOLE
COM
Shares135.15K
TypeSH
Market value$16.21M
5.24%
Sole
135.15K
Shared
0.00
None
0.00

AGREE RLTY CORP

SOLE
COM
Shares209.30K
TypeSH
Market value$15.85M
5.13%
Sole
209.30K
Shared
0.00
None
0.00

CBRE GROUP INC

SOLE
CL A
Shares107.50K
TypeSH
Market value$14.48M
4.69%
Sole
107.50K
Shared
0.00
None
0.00

URBAN EDGE PPTYS

SOLE
COM
Shares445K
TypeSH
Market value$10.18M
3.29%
Sole
445K
Shared
0.00
None
0.00

INVENTRUST PPTYS CORP

SOLE
COM NEW
Shares285.58K
TypeSH
Market value$10.11M
3.27%
Sole
285.58K
Shared
0.00
None
0.00

KITE REALTY GROUP TRUST

SOLE
COM NEW
Shares200K
TypeSH
Market value$5.68M
1.84%
Sole
200K
Shared
0.00
None
0.00

CTO RLTY GROWTH INC NEW

SOLE
COM
Shares186K
TypeSH
Market value$4.00M
1.29%
Sole
186K
Shared
0.00
None
0.00

NEWMARK GROUP INC

SOLE
CL A
Shares258.63K
TypeSH
Market value$3.91M
1.26%
Sole
258.63K
Shared
0.00
None
0.00