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Anchor Investment Management’s Omega Healthcare OHI Stock Holding History

Anchor Investment 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 		$362K Buy
7,593
+297
+4% +$13.8K 0.03% 301
2026
Q1 		$320K Buy
7,296
+1,349
+23% +$61.6K 0.03% 313
2025
Q4 		$264K Sell
5,947
-4
-0.1% -$172 0.02% 339
2025
Q3 		$251K Sell
5,951
-115
-2% -$4.64K 0.02% 345
2025
Q2 		$222K Buy
6,066
+1,138
+23% +$42.3K 0.02% 352
2025
Q1 		$188K Buy
+4,928
New +$183K 0.02% 368

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

Anchor Investment Management's OHI Position: Q2 2026 in Review

Anchor Investment Management increased its Omega Healthcare (OHI) stake by 4.1% in Q2 2026, buying an estimated $13.8K and bringing the position to 7,593 shares worth $362K. The position accounts for 0.03% of the portfolio, ranked #301.

Anchor Investment Management first reported a position in OHI in Q1 2025 and has held it in 6 quarters since. 762 funds tracked by Wall St. Rank hold OHI as of Q2 2026.

  • Anchor Investment Management held 7,593 shares of Omega Healthcare worth $362K as of Q2 2026.
  • Anchor Investment Management bought 297 Omega Healthcare shares in Q2 2026, an estimated $13.8K.
  • Omega Healthcare made up 0.03% of Anchor Investment Management's portfolio in Q2 2026, its #301 holding.
  • Anchor Investment Management first reported a position in Omega Healthcare in Q1 2025 and has held it in 6 quarters since.
  • 762 funds tracked by Wall St. Rank held Omega Healthcare as of Q2 2026.

Based on Anchor Investment Management's 13F filing for Q2 2026, filed 15 Sep 2026.