Position in OPAD
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$534
-$373 QoQ
Shares Held
8,167
+8.9% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in OPAD Over Time
Shares Held
Position Value (USD)
Position in Real Estate Services
Real Estate · as of Mar 31, 2026Avion Wealth holds $42,035 across 9 Real Estate Services names. OPAD ranks #9 (1.3% 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 | SRG |
Seritage Growth Properties
|
1,000 | $2,810 | |
| 5 | COMP |
Compass, Inc.
|
219 | $1,600 | |
| 6 | JLL |
Jones Lang Lasalle Inc
|
4 | $1,217 | |
| 7 | RMR |
Rmr Group Inc.
|
67 | $1,036 | |
| 8 | CSGP |
Costar Group, Inc.
|
21 | $847 |
All Filings in OPAD
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $534 | 8,167 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $907 | 7,500 | Shares | Sole | 2026-01-23 | |
| No filing history on record for this holder in this stock. | ||||||