Bright Futures Wealth Management’s Omega Healthcare OHI Stock Holding History

Bright Futures 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
2026 Q2	$537K	Buy	11,273 +26	+0.2%	+$1.21K	0.35%	91
2026 Q1	$493K	Buy	11,247 +526	+5%	+$24K	0.34%	85
2025 Q4	$475K	Sell	10,721 -130	-1%	-$5.6K	0.35%	84
2025 Q3	$458K	Buy	+10,851	New	+$438K	0.36%	82
2025 Q1	$418K	Sell	11,034 -8	-0.1%	-$298	0.46%	68
2024 Q4	$399K	Sell	11,042 -3,134	-22%	-$125K	0.36%	77
2024 Q3	$603K	Sell	14,176 -294	-2%	-$11.1K	0.29%	101
2024 Q2	$554K	Sell	14,470 -332	-2%	-$10.5K	0.3%	101
2024 Q1	$499K	Buy	+14,802	New	+$450K	0.27%	104

Other funds holding OHI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Bright Futures Wealth Management's OHI Position: Q2 2026 in Review

Bright Futures Wealth Management increased its Omega Healthcare (OHI) stake by 0.23% in Q2 2026, buying an estimated $1.21K and bringing the position to 11,273 shares worth $537K. The position accounts for 0.35% of the portfolio, ranked #91.

Bright Futures Wealth Management first reported a position in OHI in Q1 2024 and has held it in 9 quarters since. The position peaked at $603K in Q3 2024. 764 funds tracked by Wall St. Rank hold OHI as of Q2 2026.

Bright Futures Wealth Management held 11,273 shares of Omega Healthcare worth $537K as of Q2 2026.
Bright Futures Wealth Management bought 26 Omega Healthcare shares in Q2 2026, an estimated $1.21K.
Omega Healthcare made up 0.35% of Bright Futures Wealth Management's portfolio in Q2 2026, its #91 holding.
Bright Futures Wealth Management first reported a position in Omega Healthcare in Q1 2024 and has held it in 9 quarters since.
Bright Futures Wealth Management's Omega Healthcare position peaked at $603K in Q3 2024.
764 funds tracked by Wall St. Rank held Omega Healthcare as of Q2 2026.

Based on Bright Futures Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.