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Advisornet Financial’s Omega Healthcare OHI Stock Holding History

Advisornet Financial’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 		$7.29K Buy
153
+2
+1% +$93 ﹤0.01% 1678
2026
Q1 		$6.62K Sell
151
-149
-50% -$6.8K ﹤0.01% 1663
2025
Q4 		$13.3K Hold
300
– – ﹤0.01% 1456
2025
Q3 		$12.7K Hold
300
– – ﹤0.01% 1445
2025
Q2 		$11K Hold
300
– – ﹤0.01% 1447
2025
Q1 		$11.4K Sell
300
-159
-35% -$5.92K ﹤0.01% 1368
2024
Q4 		$17.4K Buy
459
+9
+2% +$360 ﹤0.01% 1183
2024
Q3 		$18.3K Hold
450
– – ﹤0.01% 1229
2024
Q2 		$15.4K Hold
450
– – ﹤0.01% 1182
2024
Q1 		$14.3K Sell
450
-5
-1% -$152 ﹤0.01% 1182
2023
Q4 		$13.9K Hold
455
– – ﹤0.01% 1215
2023
Q3 		$15.1K Buy
+455
New +$14.5K ﹤0.01% 1128
2021
Q3 		– Sell
-187
Closed -$7K – 1968
2021
Q2 		$7K Hold
187
– – ﹤0.01% 1510
2021
Q1 		$7K Hold
187
– – ﹤0.01% 1449
2020
Q4 		$7K Hold
187
– – ﹤0.01% 1373
2020
Q3 		$6K Hold
187
– – ﹤0.01% 1390
2020
Q2 		$6K Hold
187
– – ﹤0.01% 1417
2020
Q1 		$5K Hold
187
– – ﹤0.01% 1440
2019
Q4 		$8K Hold
187
– – ﹤0.01% 1438
2019
Q3 		$8K Hold
187
– – ﹤0.01% 1431
2019
Q2 		$7K Hold
187
– – ﹤0.01% 1317
2019
Q1 		$7K Hold
187
– – ﹤0.01% 1258
2018
Q4 		$7K Buy
+187
New +$6.49K ﹤0.01% 1177
2018
Q3 		– Sell
-429
Closed -$13K – 1570
2018
Q2 		$13K Buy
429
+9
+2% +$257 ﹤0.01% 1070
2018
Q1 		$11K Sell
420
-165
-28% -$4.4K ﹤0.01% 1072
2017
Q4 		$16K Buy
+585
New +$16.9K ﹤0.01% 912

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 $3.38T AUM 44.17% 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

Advisornet Financial's OHI Position: Q2 2026 in Review

Advisornet Financial increased its Omega Healthcare (OHI) stake by 1.3% in Q2 2026, buying an estimated $93 and bringing the position to 153 shares worth $7.29K. The position accounts for ﹤0.01% of the portfolio, ranked #1678.

Advisornet Financial first reported a position in OHI in Q4 2017 and has held it in 26 quarters since. The position peaked at $18.3K in Q3 2024. 764 funds tracked by Wall St. Rank hold OHI as of Q2 2026.

  • Advisornet Financial held 153 shares of Omega Healthcare worth $7.29K as of Q2 2026.
  • Advisornet Financial bought 2 Omega Healthcare shares in Q2 2026, an estimated $93.
  • Omega Healthcare made up ﹤0.01% of Advisornet Financial's portfolio in Q2 2026, its #1678 holding.
  • Advisornet Financial first reported a position in Omega Healthcare in Q4 2017 and has held it in 26 quarters since.
  • Advisornet Financial's Omega Healthcare position peaked at $18.3K in Q3 2024.
  • 764 funds tracked by Wall St. Rank held Omega Healthcare as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.