SEC 13F Intelligence

Nicholson Wealth Management Group, LLC / O

Nicholson Wealth Management Group, LLC’s Realty Income Corp Position

Does Nicholson Wealth Management Group, LLC own Realty Income Corp (O)? Yes — 31.2K shares worth $2M (+1.11% of its 13F portfolio) as of Q1 2026, up from 30.8K shares the prior filed quarter.

Position Value
$2M
Q1 2026
Shares
31.2K
% of Portfolio
+1.11%
Quarters Held
7
currently held

Position History O

Reported value by quarter
Q3 ’24: $740,302Q3 ’24Q4 ’24: $2MQ4 ’24Q1 ’25: $2MQ1 ’25Q2 ’25: $2MQ2 ’25Q3 ’25: $2MQ3 ’25Q4 ’25: $2MQ4 ’25Q1 ’26: $2MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202631.2K$2M+1.11%
Q4 202530.8K$2M+1.02%
Q3 202529.8K$2M+1.06%
Q2 202528.8K$2M+1.02%
Q1 202528.5K$2M+1.09%
Q4 202428.1K$2M+1.00%
Q3 202411.7K$740,302+0.61%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Nicholson Wealth Management Group, LLC’s full portfolio or all institutional holders of O.