Position
Bedminster, LLC in Realty Income Corp
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Estimated mark uses implied 13F prices (value ÷ shares). Adds are treated as happening at this quarter’s mark; cuts at last quarter’s. Share jumps can be splits, not buys. This is not realized P&L.
Latest estimated mark $18K$56.37 → $61.18
| Quarter | Shares | Value | Implied px | Est. mark | Flow | Weight |
|---|---|---|---|---|---|---|
| Q4 2025 | 3.75K | $211.4K | — | — | — | 0.2% |
| Q1 2026 | 3.75K | $229.4K | $61.18 | $18K | $0 | 0.2% |