Position in O
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,148,738
+$23,271 QoQ
Shares Held
18,540
+0.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.94%
of 13F equity value
Holder Rank
#619
of 1,452 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in O Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026Nicholas Wealth, LLC. holds $1,148,738 across 1 REIT - Retail name. O ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
This page
|
18,540 | $1,148,738 |
All Filings in O
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,148,738 | 18,540 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $1,125,467 | 18,396 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $953,329 | 16,912 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $867,594 | 14,272 | Shares | Sole | 2026-02-17 | |
| 2025-06-30 | $615,620 | 10,686 | Shares | Sole | 2026-02-17 | |
| 2025-03-31 | $523,076 | 9,017 | Shares | Sole | 2026-02-17 | |
| 2024-12-31 | $691,926 | 12,955 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $654,621 | 10,322 | Shares | Sole | 2024-10-29 | |
| No filing history on record for this holder in this stock. | ||||||