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Vision Capital Corp Buys Tricon Residential Inc, American Homes 4 Rent, Sells Life Storage Inc, ...

Investment company Vision Capital Corp (Current Portfolio) buys Tricon Residential Inc, American Homes 4 Rent, sells Life Storage Inc, Builders FirstSource Inc, Centerspace, M.D.C. Holdings Inc during the 3-months ended 2021Q4, according to the most recent filings of the investment company, Vision Capital Corp. As of 2021Q4, Vision Capital Corp owns 10 stocks with a total value of $282 million. These are the details of the buys and sells.

  • New Purchases: TCN,

  • Added Positions: AMH,

  • Reduced Positions: ARE, MDC,

  • Sold Out: LSI, BLDR, CSR,


For the details of Vision Capital Corp's stock buys and sells,
go to https://www.gurufocus.com/guru/vision+capital+corp/current-portfolio/portfolio

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These are the top 5 holdings of Vision Capital Corp

  1. Alexandria Real Estate Equities Inc (ARE) - 378,815 shares, 29.94% of the total portfolio. Shares reduced by 8.51%

  2. Tricon Residential Inc (TCN) - 2,980,432 shares, 16.14% of the total portfolio. New Position

  3. Invitation Homes Inc (INVH) - 762,000 shares, 12.25% of the total portfolio.

  4. American Homes 4 Rent (AMH) - 570,000 shares, 8.81% of the total portfolio.

  5. Phillips Edison & Co Inc (PECO) - 745,402 shares, 8.73% of the total portfolio. Shares added by 0.19%

New Purchase: Tricon Residential Inc (TCN)

Vision Capital Corp initiated holding in Tricon Residential Inc. The purchase prices were between $12.71 and $15.28, with an estimated average price of $14.17. The stock is now traded at around $14.980000. The impact to a portfolio due to this purchase was 16.14%. The holding were 2,980,432 shares as of 2021-12-31.

Added: American Homes 4 Rent (AMH)

Vision Capital Corp added to a holding in American Homes 4 Rent by 25.05%. The purchase prices were between $38.2 and $43.61, with an estimated average price of $40.62. The stock is now traded at around $38.900000. The impact to a portfolio due to this purchase was 1.17%. The holding were 377,912 shares as of 2021-12-31.

Sold Out: Life Storage Inc (LSI)

Vision Capital Corp sold out a holding in Life Storage Inc. The sale prices were between $114.66 and $153.18, with an estimated average price of $134.07.

Sold Out: Builders FirstSource Inc (BLDR)

Vision Capital Corp sold out a holding in Builders FirstSource Inc. The sale prices were between $52.58 and $85.71, with an estimated average price of $68.28.

Sold Out: Centerspace (CSR)

Vision Capital Corp sold out a holding in Centerspace. The sale prices were between $96.58 and $111.26, with an estimated average price of $103.47.



Here is the complete portfolio of Vision Capital Corp. Also check out:

1. Vision Capital Corp's Undervalued Stocks

2. Vision Capital Corp's Top Growth Companies, and

3. Vision Capital Corp's High Yield stocks

4. Stocks that Vision Capital Corp keeps buyingThis article first appeared on GuruFocus.