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Abich Financial Wealth Management’s Omega Healthcare OHI Stock Holding History

Abich Financial Wealth Management’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
2025
Q3 		$243K Buy
+5,754
New +$232K 0.09% 105
2024
Q2 		– Sell
-77
Closed -$2.44K – 858
2024
Q1 		$2.44K Buy
77
+17
+28% +$517 ﹤0.01% 366
2023
Q4 		$1.84K Buy
+60
New +$1.93K ﹤0.01% 336

Other funds holding OHI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Abich Financial Wealth Management's OHI Position: Q3 2025 in Review

Abich Financial Wealth Management opened a new position in Omega Healthcare (OHI) in Q3 2025: 5,754 shares worth $243K. The stake represents 0.09% of the portfolio and ranks #105 among its holdings. This is a return to the name: Abich Financial Wealth Management previously reported a position in OHI as recently as Q1 2024.

Abich Financial Wealth Management first reported a position in OHI in Q4 2023 and has held it in 3 quarters since. 682 funds tracked by Wall St. Rank hold OHI as of Q3 2025.

  • Abich Financial Wealth Management held 5,754 shares of Omega Healthcare worth $243K as of Q3 2025.
  • Omega Healthcare was a new Abich Financial Wealth Management position in Q3 2025.
  • Omega Healthcare made up 0.09% of Abich Financial Wealth Management's portfolio in Q3 2025, its #105 holding.
  • Abich Financial Wealth Management first reported a position in Omega Healthcare in Q4 2023 and has held it in 3 quarters since.
  • 682 funds tracked by Wall St. Rank held Omega Healthcare as of Q3 2025.

Based on Abich Financial Wealth Management's 13F filing for Q3 2025, filed 6 Nov 2025.