Bare Financial Services
OHI icon

Bare Financial Services’s Omega Healthcare OHI Stock Holding History

Bare Financial Services’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
Q3 		$2.08K Buy
45
+5
+13% +$239 ﹤0.01% 1194
2026
Q2 		$1.91K Hold
40
– – ﹤0.01% 1142
2026
Q1 		$1.75K Hold
40
– – ﹤0.01% 1030
2025
Q4 		$1.77K Hold
40
– – ﹤0.01% 906
2025
Q3 		$1.69K Buy
40
+22
+122% +$887 ﹤0.01% 854
2025
Q2 		$660 Buy
+18
New +$668 ﹤0.01% 1043

Other funds holding OHI

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 24.61% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Bare Financial Services's OHI Position: Q3 2026 in Review

Bare Financial Services increased its Omega Healthcare (OHI) stake by 13% in Q3 2026, buying an estimated $239 and bringing the position to 45 shares worth $2.08K. The position accounts for ﹤0.01% of the portfolio, ranked #1194.

Bare Financial Services first reported a position in OHI in Q2 2025 and has held it in 6 quarters since. 429 funds tracked by Wall St. Rank hold OHI as of Q3 2026.

  • Bare Financial Services held 45 shares of Omega Healthcare worth $2.08K as of Q3 2026.
  • Bare Financial Services bought 5 Omega Healthcare shares in Q3 2026, an estimated $239.
  • Omega Healthcare made up ﹤0.01% of Bare Financial Services's portfolio in Q3 2026, its #1194 holding.
  • Bare Financial Services first reported a position in Omega Healthcare in Q2 2025 and has held it in 6 quarters since.
  • 429 funds tracked by Wall St. Rank held Omega Healthcare as of Q3 2026.

Based on Bare Financial Services's 13F filing for Q3 2026, filed 4 Nov 2026.