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Cornerstone Planning Group’s Omega Healthcare OHI Stock Holding History

Cornerstone Planning Group’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 		$4.83K Buy
95
+23
+32% +$1.07K ﹤0.01% 1093
2026
Q1 		$3.32K Buy
72
+18
+33% +$821 ﹤0.01% 1194
2025
Q4 		$2.33K Sell
54
-20
-27% -$862 ﹤0.01% 1166
2025
Q3 		$5.55K Buy
74
+60
+429% +$2.42K ﹤0.01% 925
2025
Q2 		$560 Buy
14
+9
+180% +$334 ﹤0.01% 1266
2025
Q1 		$190 Buy
+5
New +$186 ﹤0.01% 1466

Other funds holding OHI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cornerstone Planning Group's OHI Position: Q2 2026 in Review

Cornerstone Planning Group increased its Omega Healthcare (OHI) stake by 32% in Q2 2026, buying an estimated $1.07K and bringing the position to 95 shares worth $4.83K. The position accounts for ﹤0.01% of the portfolio, ranked #1093.

Cornerstone Planning Group first reported a position in OHI in Q1 2025 and has held it in 6 quarters since. The position peaked at $5.55K in Q3 2025. 442 funds tracked by Wall St. Rank hold OHI as of Q2 2026.

  • Cornerstone Planning Group held 95 shares of Omega Healthcare worth $4.83K as of Q2 2026.
  • Cornerstone Planning Group bought 23 Omega Healthcare shares in Q2 2026, an estimated $1.07K.
  • Omega Healthcare made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #1093 holding.
  • Cornerstone Planning Group first reported a position in Omega Healthcare in Q1 2025 and has held it in 6 quarters since.
  • Cornerstone Planning Group's Omega Healthcare position peaked at $5.55K in Q3 2025.
  • 442 funds tracked by Wall St. Rank held Omega Healthcare as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.