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Accurate Wealth Management’s Omega Healthcare OHI Stock Holding History

Accurate 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
2026
Q2 		$213K Buy
+4,397
New +$204K 0.02% 543
2023
Q1 		– Sell
-275
Closed -$7.41K – 1025
2022
Q4 		$7.41K Buy
+275
New +$8.29K ﹤0.01% 936

Other funds holding OHI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Accurate Wealth Management's OHI Position: Q2 2026 in Review

Accurate Wealth Management opened a new position in Omega Healthcare (OHI) in Q2 2026: 4,397 shares worth $213K. The stake represents 0.02% of the portfolio and ranks #543 among its holdings. This is a return to the name: Accurate Wealth Management previously reported a position in OHI as recently as Q4 2022.

Accurate Wealth Management first reported a position in OHI in Q4 2022 and has held it in 2 quarters since. 762 funds tracked by Wall St. Rank hold OHI as of Q2 2026.

  • Accurate Wealth Management held 4,397 shares of Omega Healthcare worth $213K as of Q2 2026.
  • Omega Healthcare was a new Accurate Wealth Management position in Q2 2026.
  • Omega Healthcare made up 0.02% of Accurate Wealth Management's portfolio in Q2 2026, its #543 holding.
  • Accurate Wealth Management first reported a position in Omega Healthcare in Q4 2022 and has held it in 2 quarters since.
  • 762 funds tracked by Wall St. Rank held Omega Healthcare as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.