Vision Capital Corp Portfolio Holdings by Sector

Vision Capital Corp

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Residential Construction \| Consumer Cyclical TMHC PHM MTH MHO 4 stocks	$86,815 22.52% of portfolio	4	-	4	-	0 Calls 0 Puts
REIT—Industrial \| Real Estate COLD EGP PLD FR 4 stocks	$69,880 18.13% of portfolio	1	3	1	-	0 Calls 0 Puts
REIT—Specialty \| Real Estate DLR 1 stocks	$61,409 15.93% of portfolio	1	-	-	-	0 Calls 0 Puts
REIT—Diversified \| Real Estate ESRT AHH 2 stocks	$42,969 11.15% of portfolio	2	-	1	-	0 Calls 0 Puts
REIT—Residential \| Real Estate SUI 1 stocks	$37,147 9.64% of portfolio	-	1	-	-	0 Calls 0 Puts
Utilities—Independent Power Producers \| Utilities VST 1 stocks	$25,960 6.73% of portfolio	1	-	1	-	0 Calls 0 Puts
Real Estate Services \| Real Estate NMRK 1 stocks	$17,202 4.46% of portfolio	1	-	1	-	0 Calls 0 Puts
REIT—Healthcare Facilities \| Real Estate VTR 1 stocks	$16,365 4.25% of portfolio	-	1	-	-	0 Calls 0 Puts
REIT—Office \| Real Estate PDM 1 stocks	$15,217 3.95% of portfolio	-	-	-	-	0 Calls 0 Puts
Medical Care Facilities \| Healthcare BKD 1 stocks	$12,501 3.24% of portfolio	1	-	-	-	0 Calls 0 Puts

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