Vision Capital Corp — Q1 2020 13F Holdings

Name: Vision Capital Corp — 13F Holdings, Q1 2020
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001764403

Total reported value

$397.4M

Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	✓		Stock-Other	31.56%	-5.58%	EXIT
2	COLD	Americold Realty Trust INC	Stock-Real Estate	29.91%	—	-43.81%
3	HHC*	Howard Hughes Corp/the	Stock-Other	14.29%	—	+89.16%
4	AMH	American Homes 4 Rent- A	Stock-Real Estate	12.95%	—	—
5	INVH	Invitation Homes INC	Stock-Real Estate	11.29%	—	—

Position changes disclosed by Vision Capital Corp for the quarter ending Q1 2020, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	COLD	Americold Realty Trust INC	+9%	-43.81%	Trim
2	✓		+8.1%	-15.27%	Trim
3	HHC*	Howard Hughes Corp/the	+7.1%	+89.16%	Add
4	LPTUSD	Liberty Property Trust	—	EXIT	Sold out
5	SUI	Sun Communities INC	—	EXIT	Sold out
6	RHP	Ryman Hospitality Properties	—	EXIT	Sold out
7	AMH	American Homes 4 Rent- A	—	NEW	New buy
8	INVH	Invitation Homes INC	—	NEW	New buy