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Cornerstone Financial Management’s Omega Healthcare OHI Stock Holding History

Cornerstone Financial 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
Q1 		$2.37K Buy
54
+11
+26% +$502 ﹤0.01% 677
2025
Q4 		$1.91K Buy
+43
New +$1.85K ﹤0.01% 701

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

Cornerstone Financial Management's OHI Position: Q1 2026 in Review

Cornerstone Financial Management increased its Omega Healthcare (OHI) stake by 26% in Q1 2026, buying an estimated $502 and bringing the position to 54 shares worth $2.37K. The position accounts for ﹤0.01% of the portfolio, ranked #677.

Cornerstone Financial Management first reported a position in OHI in Q4 2025 and has held it in 2 quarters since. 740 funds tracked by Wall St. Rank hold OHI as of Q1 2026.

  • Cornerstone Financial Management held 54 shares of Omega Healthcare worth $2.37K as of Q1 2026.
  • Cornerstone Financial Management bought 11 Omega Healthcare shares in Q1 2026, an estimated $502.
  • Omega Healthcare made up ﹤0.01% of Cornerstone Financial Management's portfolio in Q1 2026, its #677 holding.
  • Cornerstone Financial Management first reported a position in Omega Healthcare in Q4 2025 and has held it in 2 quarters since.
  • 740 funds tracked by Wall St. Rank held Omega Healthcare as of Q1 2026.

Based on Cornerstone Financial Management's 13F filing for Q1 2026, filed 8 May 2026.