Nicholson Wealth Management Group, LLC
Position in O — Realty Income Corp
CIK 2035982
CHARLESTOWN, SC
Position in O
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$1,892,444
-$17,412 QoQ
Shares Held
30,543
-2.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
1.22%
of 13F equity value
Holder Rank
#516
of 1,449 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, 2026Nicholson Wealth Management Group, LLC holds $1,892,444 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
|
30,543 | $1,892,444 |
All Filings in O
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,892,444 | 30,543 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $1,909,856 | 31,217 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,734,899 | 30,777 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $1,810,326 | 29,780 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,656,402 | 28,752 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $1,654,677 | 28,524 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $1,503,438 | 28,149 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $740,301 | 11,673 | Shares | Sole | 2024-10-23 | |
| No filing history on record for this holder in this stock. | ||||||