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Atria Wealth Solutions’s Omega Healthcare OHI Stock Holding History

Atria Wealth Solutions’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
Q2 		$804K Sell
21,938
-32,912
-60% -$1.22M 0.02% 730
2025
Q1 		$2.09M Sell
54,850
-7,203
-12% -$268K 0.03% 620
2024
Q4 		$2.35M Buy
62,053
+8,416
+16% +$336K 0.03% 586
2024
Q3 		$2.18M Buy
53,637
+5,054
+10% +$191K 0.02% 598
2024
Q2 		$1.66M Sell
48,583
-5,212
-10% -$164K 0.02% 692
2024
Q1 		$1.7M Sell
53,795
-2,664
-5% -$81K 0.02% 693
2023
Q4 		$1.73M Sell
56,459
-3,651
-6% -$117K 0.02% 651
2023
Q3 		$1.99M Buy
60,110
+11,739
+24% +$375K 0.03% 560
2023
Q2 		$1.48M Sell
48,371
-2,064
-4% -$59.6K 0.02% 683
2023
Q1 		$1.38M Buy
50,435
+8,930
+22% +$249K 0.02% 687
2022
Q4 		$1.16M Sell
41,505
-4,000
-9% -$121K 0.02% 686
2022
Q3 		$1.34M Buy
45,505
+36,121
+385% +$1.13M 0.02% 619
2022
Q2 		$265K Sell
9,384
-28,972
-76% -$825K 0.01% 1279
2022
Q1 		$1.2M Buy
+38,356
New +$1.13M 0.02% 659

Other funds holding OHI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Atria Wealth Solutions's OHI Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Omega Healthcare (OHI) stake by 60% in Q2 2025, selling an estimated $1.22M and leaving 21,938 shares worth $804K. The position accounts for 0.02% of the portfolio, ranked #730.

Atria Wealth Solutions first reported a position in OHI in Q1 2022 and has held it in 14 quarters since. The position peaked at $2.35M in Q4 2024. 642 funds tracked by Wall St. Rank hold OHI as of Q2 2025.

  • Atria Wealth Solutions held 21,938 shares of Omega Healthcare worth $804K as of Q2 2025.
  • Atria Wealth Solutions sold 32,912 Omega Healthcare shares in Q2 2025, an estimated $1.22M.
  • Omega Healthcare made up 0.02% of Atria Wealth Solutions's portfolio in Q2 2025, its #730 holding.
  • Atria Wealth Solutions first reported a position in Omega Healthcare in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's Omega Healthcare position peaked at $2.35M in Q4 2024.
  • 642 funds tracked by Wall St. Rank held Omega Healthcare as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.