NWMG
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Nicholson Wealth Management Group’s Realty Income O Stock Holding History

Nicholson Wealth Management Group’s Portfolio O Stock Details O Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.91M Buy
31,217
+440
+1% +$27.5K 1.11% 37
2025
Q4 		$1.73M Buy
30,777
+997
+3% +$57.7K 1.02% 63
2025
Q3 		$1.81M Buy
29,780
+1,028
+4% +$59.9K 1.06% 37
2025
Q2 		$1.66M Buy
28,752
+228
+0.8% +$12.9K 1.02% 39
2025
Q1 		$1.65M Buy
28,524
+375
+1% +$20.8K 1.09% 33
2024
Q4 		$1.5M Buy
28,149
+16,476
+141% +$960K 1% 44
2024
Q3 		$740K Buy
+11,673
New +$695K 0.61% 60

Other funds holding O

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Nicholson Wealth Management Group's O Position: Q1 2026 in Review

Nicholson Wealth Management Group increased its Realty Income (O) stake by 1.4% in Q1 2026, buying an estimated $27.5K and bringing the position to 31,217 shares worth $1.91M. The position accounts for 1.11% of the portfolio, ranked #37.

Nicholson Wealth Management Group first reported a position in O in Q3 2024 and has held it in 7 quarters since. 1,438 funds tracked by Wall St. Rank hold O as of Q1 2026.

  • Nicholson Wealth Management Group held 31,217 shares of Realty Income worth $1.91M as of Q1 2026.
  • Nicholson Wealth Management Group bought 440 Realty Income shares in Q1 2026, an estimated $27.5K.
  • Realty Income made up 1.11% of Nicholson Wealth Management Group's portfolio in Q1 2026, its #37 holding.
  • Nicholson Wealth Management Group first reported a position in Realty Income in Q3 2024 and has held it in 7 quarters since.
  • 1,438 funds tracked by Wall St. Rank held Realty Income as of Q1 2026.

Based on Nicholson Wealth Management Group's 13F filing for Q1 2026, filed 4 May 2026.