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B. Riley Wealth Advisors’s Omega Healthcare OHI Stock Holding History

B. Riley Wealth Advisors’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 		$246K Buy
5,118
+351
+7% +$16.3K 0.01% 700
2026
Q1 		$210K Sell
4,767
-1,833
-28% -$83.7K 0.01% 707
2025
Q4 		$293K Sell
6,600
-532
-7% -$22.9K 0.01% 719
2025
Q3 		$301K Sell
7,132
-2,216
-24% -$89.4K 0.01% 727
2025
Q2 		$343K Buy
+9,348
New +$347K 0.02% 656
2024
Q4 		$1.44M Sell
38,156
-294
-0.8% -$11.7K 0.05% 351
2024
Q3 		$1.54M Buy
38,450
+934
+2% +$35.3K 0.04% 388
2024
Q2 		$1.28M Buy
37,516
+28,075
+297% +$884K 0.03% 461
2024
Q1 		$313K Sell
9,441
-15
-0.2% -$456 0.01% 1017
2023
Q4 		$290K Buy
9,456
+15
+0.2% +$481 0.01% 1067
2023
Q3 		$313K Buy
9,441
+517
+6% +$16.5K 0.01% 1017
2023
Q2 		$274K Sell
8,924
-1,321
-13% -$38.2K 0.01% 1172
2023
Q1 		$281K Sell
10,245
-1,653
-14% -$46K 0.01% 1106
2022
Q4 		$333K Sell
11,898
-602
-5% -$18.2K 0.01% 991
2022
Q3 		$369K Buy
12,500
+405
+3% +$12.7K 0.01% 901
2022
Q2 		$342K Sell
12,095
-1,096
-8% -$31.2K 0.01% 814
2022
Q1 		$412K Buy
13,191
+125
+1% +$3.69K 0.01% 854
2021
Q4 		$387K Sell
13,066
-4,173
-24% -$122K 0.01% 946
2021
Q3 		$530K Buy
17,239
+1,592
+10% +$54.8K 0.02% 749
2021
Q2 		$569K Buy
15,647
+356
+2% +$13.2K 0.02% 705
2021
Q1 		$560K Buy
15,291
+5,998
+65% +$221K 0.02% 679
2020
Q4 		$338K Sell
9,293
-2,436
-21% -$82.5K 0.02% 694
2020
Q3 		$351K Buy
+11,729
New +$366K 0.02% 664
2015
Q1 		– Sell
-7,343
Closed -$287 – 1517
2014
Q4 		$287 Buy
+7,343
New +$278K 0.01% 1143
2014
Q3 		– Sell
-3,230
Closed -$119K – 1477
2014
Q2 		$119K Sell
3,230
-655
-17% -$23.4K 0.03% 650
2014
Q1 		$130K Buy
3,885
+155
+4% +$4.93K 0.04% 537
2013
Q4 		$111K Sell
3,730
-95
-2% -$3.01K 0.04% 528
2013
Q3 		$114K Buy
3,825
+325
+9% +$9.89K 0.04% 511
2013
Q2 		$109K Buy
+3,500
New +$115K 0.04% 522

Other funds holding OHI

AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
GIM
Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
RBC
Romano Brothers & Co Evanston, Illinois $994M AUM 41.36% 1-Year Est. Return
BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

B. Riley Wealth Advisors's OHI Position: Q2 2026 in Review

B. Riley Wealth Advisors increased its Omega Healthcare (OHI) stake by 7.4% in Q2 2026, buying an estimated $16.3K and bringing the position to 5,118 shares worth $246K. The position accounts for 0.01% of the portfolio, ranked #700.

B. Riley Wealth Advisors first reported a position in OHI in Q2 2013 and has held it in 29 quarters since. The position peaked at $1.54M in Q3 2024. 137 funds tracked by Wall St. Rank hold OHI as of Q2 2026.

  • B. Riley Wealth Advisors held 5,118 shares of Omega Healthcare worth $246K as of Q2 2026.
  • B. Riley Wealth Advisors bought 351 Omega Healthcare shares in Q2 2026, an estimated $16.3K.
  • Omega Healthcare made up 0.01% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #700 holding.
  • B. Riley Wealth Advisors first reported a position in Omega Healthcare in Q2 2013 and has held it in 29 quarters since.
  • B. Riley Wealth Advisors's Omega Healthcare position peaked at $1.54M in Q3 2024.
  • 137 funds tracked by Wall St. Rank held Omega Healthcare as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.