de Creative Planning Omega Healthcare OHI Historial de posiciones en acciones
Compró
Mantenido
Vendió
| Trimestre | Valor de mercado | Estado | Núm. de acciones |
Cambio en la participación | Valor operado | Peso en el portafolio | Posición de la cartera | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | USD 10.9 M | Comprar |
228,169
+52,788
| +30% | +USD 2.45 M | 0.01% | 834 |
|
|
2026
Q1 | USD 7.69 M | Comprar |
175,381
+49,497
| +39% | +USD 2.26 M | 0.01% | 871 |
|
|
2025
Q4 | USD 5.58 M | Comprar |
125,884
+32,228
| +34% | +USD 1.39 M | ﹤0.01% | 931 |
|
|
2025
Q3 | USD 3.95 M | Comprar |
93,656
+37,402
| +66% | +USD 1.51 M | ﹤0.01% | 1017 |
|
|
2025
Q2 | USD 2.06 M | Comprar |
56,254
+8,460
| +18% | +USD 314 k | ﹤0.01% | 1288 |
|
|
2025
Q1 | USD 1.82 M | Vender |
47,794
-745
| -2% | -USD 27.7 k | ﹤0.01% | 1240 |
|
|
2024
Q4 | USD 1.84 M | Comprar |
48,539
+5,904
| +14% | +USD 236 k | ﹤0.01% | 1182 |
|
|
2024
Q3 | USD 1.74 M | Comprar |
42,635
+2,104
| +5% | +USD 79.6 k | ﹤0.01% | 1155 |
|
|
2024
Q2 | USD 1.39 M | Comprar |
40,531
+2,104
| +5% | +USD 66.3 k | ﹤0.01% | 1191 |
|
|
2024
Q1 | USD 1.22 M | Comprar |
38,427
+3,579
| +10% | +USD 109 k | ﹤0.01% | 1211 |
|
|
2023
Q4 | USD 1.07 M | Comprar |
34,848
+2,818
| +9% | +USD 90.4 k | ﹤0.01% | 1196 |
|
|
2023
Q3 | USD 1.06 M | Comprar |
32,030
+483
| +2% | +USD 15.4 k | ﹤0.01% | 1135 |
|
|
2023
Q2 | USD 968 k | Comprar |
31,547
+2,417
| +8% | +USD 69.8 k | ﹤0.01% | 1145 |
|
|
2023
Q1 | USD 798 k | Comprar |
29,130
+5,076
| +21% | +USD 141 k | ﹤0.01% | 1193 |
|
|
2022
Q4 | USD 672 k | Comprar |
24,054
+1,044
| +5% | +USD 31.5 k | ﹤0.01% | 1261 |
|
|
2022
Q3 | USD 679 k | Comprar |
23,010
+6,457
| +39% | +USD 202 k | ﹤0.01% | 1150 |
|
|
2022
Q2 | USD 467 k | Vender |
16,553
-175
| -1% | -USD 4.98 k | ﹤0.01% | 1360 |
|
|
2022
Q1 | USD 521 k | Vender |
16,728
-5,595
| -25% | -USD 165 k | ﹤0.01% | 1306 |
|
|
2021
Q4 | USD 661 k | Vender |
22,323
-7,317
| -25% | -USD 214 k | ﹤0.01% | 1156 |
|
|
2021
Q3 | USD 888 k | Comprar |
29,640
+5,010
| +20% | +USD 172 k | ﹤0.01% | 998 |
|
|
2021
Q2 | USD 894 k | Vender |
24,630
-4,365
| -15% | -USD 162 k | ﹤0.01% | 983 |
|
|
2021
Q1 | USD 1.06 M | Comprar |
28,995
+254
| +0.9% | +USD 9.35 k | ﹤0.01% | 991 |
|
|
2020
Q4 | USD 1.04 M | Vender |
28,741
-943
| -3% | -USD 32 k | ﹤0.01% | 925 |
|
|
2020
Q3 | USD 889 k | Vender |
29,684
-6,743
| -19% | -USD 211 k | ﹤0.01% | 853 |
|
|
2020
Q2 | USD 1.08 M | Vender |
36,427
-741
| -2% | -USD 21.9 k | ﹤0.01% | 722 |
|
|
2020
Q1 | USD 986 k | Vender |
37,168
-3,079
| -8% | -USD 117 k | ﹤0.01% | 656 |
|
|
2019
Q4 | USD 1.7 M | Comprar |
40,247
+12,523
| +45% | +USD 530 k | 0.01% | 568 |
|
|
2019
Q3 | USD 1.16 M | Comprar |
27,724
+3,380
| +14% | +USD 132 k | ﹤0.01% | 694 |
|
|
2019
Q2 | USD 895 k | Vender |
24,344
-45
| -0.2% | -USD 1.64 k | ﹤0.01% | 802 |
|
|
2019
Q1 | USD 930 k | Vender |
24,389
-2,099
| -8% | -USD 77.8 k | ﹤0.01% | 755 |
|
|
2018
Q4 | USD 931 k | Comprar |
26,488
+4,716
| +22% | +USD 164 k | ﹤0.01% | 701 |
|
|
2018
Q3 | USD 713 k | Comprar |
21,772
+3,712
| +21% | +USD 118 k | ﹤0.01% | 909 |
|
|
2018
Q2 | USD 560 k | Vender |
18,060
-2,090
| -10% | -USD 59.7 k | ﹤0.01% | 1012 |
|
|
2018
Q1 | USD 545 k | Vender |
20,150
-25,792
| -56% | -USD 688 k | ﹤0.01% | 1040 |
|
|
2017
Q4 | USD 1.26 M | Comprar |
45,942
+22,303
| +94% | +USD 644 k | 0.01% | 609 |
|
|
2017
Q3 | USD 754 k | Vender |
23,639
-4,677
| -17% | -USD 150 k | ﹤0.01% | 842 |
|
|
2017
Q2 | USD 935 k | Comprar |
28,316
+3,455
| +14% | +USD 114 k | ﹤0.01% | 725 |
|
|
2017
Q1 | USD 820 k | Comprar |
24,861
+1,387
| +6% | +USD 44.5 k | ﹤0.01% | 747 |
|
|
2016
Q4 | USD 734 k | Vender |
23,474
-9,419
| -29% | -USD 291 k | ﹤0.01% | 748 |
|
|
2016
Q3 | USD 1.17 M | Comprar |
32,893
+11,881
| +57% | +USD 422 k | 0.01% | 540 |
|
|
2016
Q2 | USD 713 k | Comprar |
21,012
+3,534
| +20% | +USD 118 k | 0.01% | 635 |
|
|
2016
Q1 | USD 617 k | Vender |
17,478
-383
| -2% | -USD 12.5 k | ﹤0.01% | 673 |
|
|
2015
Q4 | USD 625 k | Vender |
17,861
-4,582
| -20% | -USD 158 k | 0.01% | 663 |
|
|
2015
Q3 | USD 789 k | Vender |
22,443
-811
| -3% | -USD 28.5 k | 0.01% | 558 |
|
|
2015
Q2 | USD 798 k | Vender |
23,254
-333
| -1% | -USD 12.2 k | 0.01% | 534 |
|
|
2015
Q1 | USD 957 k | Comprar |
23,587
+664
| +3% | +USD 27.5 k | 0.01% | 480 |
|
|
2014
Q4 | USD 896 k | Comprar |
22,923
+7,880
| +52% | +USD 299 k | 0.01% | 488 |
|
|
2014
Q3 | USD 514 k | Vender |
15,043
-777
| -5% | -USD 28.6 k | 0.01% | 646 |
|
|
2014
Q2 | USD 583 k | Comprar |
15,820
+5,337
| +51% | +USD 190 k | 0.01% | 580 |
|
|
2014
Q1 | USD 351 k | Vender |
10,483
-3,169
| -23% | -USD 101 k | 0.01% | 760 |
|
|
2013
Q4 | USD 407 k | Comprar |
13,652
+3,077
| +29% | +USD 97.5 k | 0.01% | 579 |
|
|
2013
Q3 | USD 316 k | Vender |
10,575
-4,045
| -28% | -USD 123 k | 0.01% | 582 |
|
|
2013
Q2 | USD 454 k | Comprar |
+14,620
| Nuevas | +USD 481 k | 0.01% | 430 |
|
Otros fondos que tienen OHI en su cartera
Posición de Creative Planning en OHI: resumen de T2 2026
Creative Planning aumentó su participación en Omega Healthcare (OHI) en 30% durante T2 2026, al comprar aproximadamente USD 2.45 M y elevar la posición a 228,169 acciones con un valor de USD 10.9 M. La posición representa 0.01% de la cartera y ocupa el puesto #834.
Creative Planning reportó por primera vez una posición en OHI en T2 2013 y la ha mantenido durante 53 trimestres desde entonces. Al cierre de T2 2026, 765 fondos que sigue Wall St. Rank mantienen una posición en OHI.
- Al cierre de T2 2026, Creative Planning tenía 228,169 acciones de Omega Healthcare con un valor de USD 10.9 M.
- Creative Planning compró 52,788 acciones de Omega Healthcare en T2 2026, por un monto estimado de USD 2.45 M.
- Omega Healthcare representó 0.01% de la cartera de Creative Planning en T2 2026 y fue su posición número 834.
- Creative Planning reportó por primera vez una posición en Omega Healthcare en T2 2013 y la ha mantenido durante 53 trimestres desde entonces.
- Al cierre de T2 2026, 765 fondos que sigue Wall St. Rank tenían Omega Healthcare en cartera.
Según el Informe 13F de Creative Planning correspondiente a T2 2026, presentado el 13 ago 2026.