Nicholson Wealth Management Group
O icon

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
Q3 		$1.64M Sell
30,262
-281
-0.9% -$17.3K 0.98% 57
2026
Q2 		$1.89M Sell
30,543
-674
-2% -$42K 1.11% 41
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 $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Nicholson Wealth Management Group's O Position: Q3 2026 in Review

Nicholson Wealth Management Group reduced its Realty Income (O) stake by 0.92% in Q3 2026, selling an estimated $17.3K and leaving 30,262 shares worth $1.64M. The position accounts for 0.98% of the portfolio, ranked #57.

Nicholson Wealth Management Group first reported a position in O in Q3 2024 and has held it in 9 quarters since. The position peaked at $1.91M in Q1 2026. 1,240 funds tracked by Wall St. Rank hold O as of Q3 2026.

  • Nicholson Wealth Management Group held 30,262 shares of Realty Income worth $1.64M as of Q3 2026.
  • Nicholson Wealth Management Group sold 281 Realty Income shares in Q3 2026, an estimated $17.3K.
  • Realty Income made up 0.98% of Nicholson Wealth Management Group's portfolio in Q3 2026, its #57 holding.
  • Nicholson Wealth Management Group first reported a position in Realty Income in Q3 2024 and has held it in 9 quarters since.
  • Nicholson Wealth Management Group's Realty Income position peaked at $1.91M in Q1 2026.
  • 1,240 funds tracked by Wall St. Rank held Realty Income as of Q3 2026.

Based on Nicholson Wealth Management Group's 13F filing for Q3 2026, filed 9 Nov 2026.