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Callan Family Office’s Omega Healthcare OHI Stock Holding History

Callan Family Office’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 		$400K Buy
8,397
+1,074
+15% +$49.8K 0.01% 893
2026
Q1 		$321K Sell
7,323
-372
-5% -$17K 0.01% 908
2025
Q4 		$341K Buy
+7,695
New +$331K 0.01% 888
2025
Q3 		– Sell
-6,798
Closed -$249K – 919
2025
Q2 		$249K Buy
+6,798
New +$252K 0.01% 829

Other funds holding OHI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Callan Family Office's OHI Position: Q2 2026 in Review

Callan Family Office increased its Omega Healthcare (OHI) stake by 15% in Q2 2026, buying an estimated $49.8K and bringing the position to 8,397 shares worth $400K. The position accounts for 0.01% of the portfolio, ranked #893.

Callan Family Office first reported a position in OHI in Q2 2025 and has held it in 4 quarters since. 759 funds tracked by Wall St. Rank hold OHI as of Q2 2026.

  • Callan Family Office held 8,397 shares of Omega Healthcare worth $400K as of Q2 2026.
  • Callan Family Office bought 1,074 Omega Healthcare shares in Q2 2026, an estimated $49.8K.
  • Omega Healthcare made up 0.01% of Callan Family Office's portfolio in Q2 2026, its #893 holding.
  • Callan Family Office first reported a position in Omega Healthcare in Q2 2025 and has held it in 4 quarters since.
  • 759 funds tracked by Wall St. Rank held Omega Healthcare as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.