Rothwell Investment Advisors, LLC’s Omega Healthcare OHI Stock Holding History

Rothwell Investment Advisors, LLC’s Portfolio OHI Stock Details OHI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$37.6K	Buy	+812	New	+$38.9K	0.02%	482

Other funds holding OHI

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 24.61% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Rothwell Investment Advisors, LLC's OHI Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in Omega Healthcare (OHI) in Q3 2026: 812 shares worth $37.6K. The stake represents 0.02% of the portfolio and ranks #482 among its holdings.

398 funds tracked by Wall St. Rank hold OHI as of Q3 2026.

Rothwell Investment Advisors, LLC held 812 shares of Omega Healthcare worth $37.6K as of Q3 2026.
Omega Healthcare was a new Rothwell Investment Advisors, LLC position in Q3 2026.
Omega Healthcare made up 0.02% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #482 holding.
398 funds tracked by Wall St. Rank held Omega Healthcare as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.