Position in COMP
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$1,600
+$1,128 QoQ
Shares Held
219
+62.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
3 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in COMP Over Time
Shares Held
Position Value (USD)
Position in Real Estate Services
Real Estate · as of Mar 31, 2026Avion Wealth holds $46,850 across 9 Real Estate Services names. COMP ranks #6 (3.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CBRE |
Cbre Group, Inc.
|
99 | $13,410 | |
| 2 | IRS |
Irsa Investments & Representations Inc
|
750 | $12,157 | |
| 3 | OPEN |
Opendoor Technologies Inc.
|
1,800 | $8,424 | |
| 4 | OPAD |
Offerpad Solutions Inc.
|
8,167 | $5,349 | |
| 5 | SRG |
Seritage Growth Properties
|
1,000 | $2,810 | |
| 6 | COMP |
Compass, Inc.
This page
|
219 | $1,600 | |
| 7 | JLL |
Jones Lang Lasalle Inc
|
4 | $1,217 | |
| 8 | RMR |
Rmr Group Inc.
|
67 | $1,036 |
All Filings in COMP
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,600 | 219 | Shares | Sole | 2026-05-01 | |
| 2023-06-30 | $472 | 135 | Shares | Other | 2023-07-14 | |
| 2023-03-31 | $810 | 251 | Shares | Sole | 2023-05-05 | |
| No filing history on record for this holder in this stock. | ||||||