Concurrent Investment Advisors’s Omega Healthcare OHI Stock Holding History

Concurrent Investment Advisors’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	$1.36M	Buy	31,126 +654	+2%	+$29.8K	0.01%	755
2025 Q4	$1.35M	Sell	30,472 -2,475	-8%	-$107K	0.02%	710
2025 Q3	$1.39M	Buy	32,947 +2,094	+7%	+$84.4K	0.02%	559
2025 Q2	$1.13M	Buy	30,853 +2,124	+7%	+$78.9K	0.02%	565
2025 Q1	$1.09M	Sell	28,729 -485	-2%	-$18K	0.03%	528
2024 Q4	$1.11M	Buy	29,214 +2,294	+9%	+$91.7K	0.03%	463
2024 Q3	$1.1M	Buy	26,920 +3,632	+16%	+$137K	0.03%	435
2024 Q2	$798K	Buy	23,288 +5,696	+32%	+$179K	0.03%	486
2024 Q1	$557K	Buy	17,592 +1,856	+12%	+$56.4K	0.02%	518
2023 Q4	$482K	Buy	+15,736	New	+$505K	0.02%	505

Other funds holding OHI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Concurrent Investment Advisors's OHI Position: Q1 2026 in Review

Concurrent Investment Advisors increased its Omega Healthcare (OHI) stake by 2.1% in Q1 2026, buying an estimated $29.8K and bringing the position to 31,126 shares worth $1.36M. The position accounts for 0.01% of the portfolio, ranked #755.

Concurrent Investment Advisors first reported a position in OHI in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.39M in Q3 2025. 742 funds tracked by Wall St. Rank hold OHI as of Q1 2026.

Concurrent Investment Advisors held 31,126 shares of Omega Healthcare worth $1.36M as of Q1 2026.
Concurrent Investment Advisors bought 654 Omega Healthcare shares in Q1 2026, an estimated $29.8K.
Omega Healthcare made up 0.01% of Concurrent Investment Advisors's portfolio in Q1 2026, its #755 holding.
Concurrent Investment Advisors first reported a position in Omega Healthcare in Q4 2023 and has held it in 10 quarters since.
Concurrent Investment Advisors's Omega Healthcare position peaked at $1.39M in Q3 2025.
742 funds tracked by Wall St. Rank held Omega Healthcare as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.