B. Riley Wealth Advisors’s Omega Healthcare OHI Stock Holding History
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 | Sell |
9,348
-1,712
| -15% | -$63.6K | 0.02% | 656 |
|
|
2025
Q1 | $421K | Sell |
11,060
-27,096
| -71% | -$1.01M | 0.01% | 825 |
|
|
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 | -$287K | – | 1517 |
|
|
2014
Q4 | $287K | 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
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 30 quarters since. The position peaked at $1.54M in Q3 2024. 762 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 30 quarters since.
- B. Riley Wealth Advisors's Omega Healthcare position peaked at $1.54M in Q3 2024.
- 762 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.