Atticus Wealth Management’s Omega Healthcare OHI Stock Holding History

Atticus 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 Q1	–	Sell	-900	Closed	-$34.1K	–	534
2024 Q4	$34.1K	Hold	900	–	–	0.01%	282
2024 Q3	$36.6K	Hold	900	–	–	0.01%	272
2024 Q2	$30.8K	Hold	900	–	–	0.01%	276
2024 Q1	$28.5K	Hold	900	–	–	0.01%	294
2023 Q4	$27.6K	Hold	900	–	–	0.01%	304
2023 Q3	$29.8K	Hold	900	–	–	0.01%	297
2023 Q2	$27.6K	Hold	900	–	–	0.01%	313
2023 Q1	$24.7K	Hold	900	–	–	0.01%	306
2022 Q4	$25.2K	Buy	+900	New	+$27.1K	0.01%	315
2022 Q3	–	Sell	-900	Closed	-$25K	–	610
2022 Q2	$25K	Hold	900	–	–	0.01%	324
2022 Q1	$28K	Hold	900	–	–	0.01%	300
2021 Q4	$27K	Hold	900	–	–	0.01%	288
2021 Q3	$27K	Hold	900	–	–	0.01%	289
2021 Q2	$33K	Hold	900	–	–	0.01%	262
2021 Q1	$33K	Hold	900	–	–	0.02%	241
2020 Q4	$33K	Hold	900	–	–	0.02%	238
2020 Q3	$27K	Hold	900	–	–	0.02%	212
2020 Q2	$27K	Hold	900	–	–	0.02%	197
2020 Q1	$24K	Hold	900	–	–	0.02%	198
2019 Q4	$38K	Buy	+900	New	+$38.1K	0.02%	193

Other funds holding OHI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Atticus Wealth Management's OHI Position: Q1 2025 in Review

Atticus Wealth Management sold out of Omega Healthcare (OHI) in Q1 2025, closing a stake of 900 shares — an estimated $34.1K sold.

Atticus Wealth Management first reported a position in OHI in Q4 2019 and held it in 20 quarters. The position peaked at $38K in Q4 2019. 621 funds tracked by Wall St. Rank hold OHI as of Q1 2025.

Atticus Wealth Management reported no remaining Omega Healthcare position as of Q1 2025 after selling out during the quarter.
Atticus Wealth Management sold 900 Omega Healthcare shares in Q1 2025, an estimated $34.1K.
Atticus Wealth Management first reported a position in Omega Healthcare in Q4 2019 and held it in 20 quarters.
Atticus Wealth Management's Omega Healthcare position peaked at $38K in Q4 2019.
621 funds tracked by Wall St. Rank held Omega Healthcare as of Q1 2025.

Based on Atticus Wealth Management's 13F filing for Q1 2025, filed 22 Apr 2025.