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Cornerstone Wealth Group’s Omega Healthcare OHI Stock Holding History

Cornerstone Wealth 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
Q1 		$554K Buy
12,053
+713
+6% +$32.5K 0.04% 219
2025
Q4 		$503K Buy
11,340
+889
+9% +$38.3K 0.03% 205
2025
Q3 		$441K Buy
10,451
+1,442
+16% +$58.2K 0.03% 213
2025
Q2 		$330K Buy
9,009
+1,630
+22% +$60.5K 0.02% 234
2025
Q1 		$281K Buy
7,379
+121
+2% +$4.5K 0.02% 231
2024
Q4 		$275K Buy
7,258
+5
+0.1% +$200 0.02% 225
2024
Q3 		$295K Hold
7,253
– – 0.02% 210
2024
Q2 		$248K Sell
7,253
-30
-0.4% -$945 0.02% 217
2024
Q1 		$231K Buy
+7,283
New +$221K 0.02% 218

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 Wealth Group's OHI Position: Q1 2026 in Review

Cornerstone Wealth Group increased its Omega Healthcare (OHI) stake by 6.3% in Q1 2026, buying an estimated $32.5K and bringing the position to 12,053 shares worth $554K. The position accounts for 0.04% of the portfolio, ranked #219.

Cornerstone Wealth Group first reported a position in OHI in Q1 2024 and has held it in 9 quarters since. 741 funds tracked by Wall St. Rank hold OHI as of Q1 2026.

  • Cornerstone Wealth Group held 12,053 shares of Omega Healthcare worth $554K as of Q1 2026.
  • Cornerstone Wealth Group bought 713 Omega Healthcare shares in Q1 2026, an estimated $32.5K.
  • Omega Healthcare made up 0.04% of Cornerstone Wealth Group's portfolio in Q1 2026, its #219 holding.
  • Cornerstone Wealth Group first reported a position in Omega Healthcare in Q1 2024 and has held it in 9 quarters since.
  • 741 funds tracked by Wall St. Rank held Omega Healthcare as of Q1 2026.

Based on Cornerstone Wealth Group's 13F filing for Q1 2026, filed 22 Apr 2026.