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Consolidated Planning Corp’s Omega Healthcare OHI Stock Holding History

Consolidated Planning Corp’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 		– Sell
-68,790
Closed -$3.05M – 190
2025
Q4 		$3.05M Buy
+68,790
New +$2.96M 0.31% 84
2021
Q4 		– Sell
-2,160
Closed -$65K – 333
2021
Q3 		$65K Buy
+2,160
New +$74.3K 0.04% 141

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

Consolidated Planning Corp's OHI Position: Q1 2026 in Review

Consolidated Planning Corp sold out of Omega Healthcare (OHI) in Q1 2026, closing a stake of 68,790 shares — an estimated $3.05M sold.

Consolidated Planning Corp first reported a position in OHI in Q3 2021 and held it in 2 quarters. The position peaked at $3.05M in Q4 2025. 740 funds tracked by Wall St. Rank hold OHI as of Q1 2026.

  • Consolidated Planning Corp reported no remaining Omega Healthcare position as of Q1 2026 after selling out during the quarter.
  • Consolidated Planning Corp sold 68,790 Omega Healthcare shares in Q1 2026, an estimated $3.05M.
  • Consolidated Planning Corp first reported a position in Omega Healthcare in Q3 2021 and held it in 2 quarters.
  • Consolidated Planning Corp's Omega Healthcare position peaked at $3.05M in Q4 2025.
  • 740 funds tracked by Wall St. Rank held Omega Healthcare as of Q1 2026.

Based on Consolidated Planning Corp's 13F filing for Q1 2026, filed 16 Apr 2026.