Position in OPEN
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$8,424
-$2,070 QoQ
Shares Held
1,800
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
9 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in OPEN 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. OPEN ranks #3 (18.0% 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.
This page
|
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.
|
219 | $1,600 | |
| 7 | JLL |
Jones Lang Lasalle Inc
|
4 | $1,217 | |
| 8 | RMR |
Rmr Group Inc.
|
67 | $1,036 |
All Filings in OPEN
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,424 | 1,800 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $10,494 | 1,800 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $14,346 | 1,800 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $266 | 500 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $510 | 500 | Shares | Sole | 2025-05-09 | |
| 2024-09-30 | $1,000 | 500 | Shares | Sole | 2024-10-18 | |
| 2023-12-31 | $1,478 | 330 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $1,396 | 529 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $2,125 | 529 | Shares | Sole | 2023-07-14 | |
| No filing history on record for this holder in this stock. | ||||||