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Burford Brothers’s Omega Healthcare OHI Stock Holding History

Burford Brothers’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
Q1 		$1.62M Buy
36,930
+4,368
+13% +$199K 0.66% 35
2025
Q4 		$1.44M Sell
32,562
-5,173
-14% -$223K 0.6% 35
2025
Q3 		$1.59M Buy
37,735
+5,492
+17% +$221K 0.68% 32
2025
Q2 		$1.18M Buy
+32,243
New +$1.2M 0.54% 43

Other funds holding OHI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Burford Brothers's OHI Position: Q1 2026 in Review

Burford Brothers increased its Omega Healthcare (OHI) stake by 13% in Q1 2026, buying an estimated $199K and bringing the position to 36,930 shares worth $1.62M. The position accounts for 0.66% of the portfolio, ranked #35.

Burford Brothers first reported a position in OHI in Q2 2025 and has held it in 4 quarters since. 742 funds tracked by Wall St. Rank hold OHI as of Q1 2026.

  • Burford Brothers held 36,930 shares of Omega Healthcare worth $1.62M as of Q1 2026.
  • Burford Brothers bought 4,368 Omega Healthcare shares in Q1 2026, an estimated $199K.
  • Omega Healthcare made up 0.66% of Burford Brothers's portfolio in Q1 2026, its #35 holding.
  • Burford Brothers first reported a position in Omega Healthcare in Q2 2025 and has held it in 4 quarters since.
  • 742 funds tracked by Wall St. Rank held Omega Healthcare as of Q1 2026.

Based on Burford Brothers's 13F filing for Q1 2026, filed 27 Apr 2026.