Crewe Advisors’s Omega Healthcare OHI Stock Holding History

Crewe 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	–	Sell	-16	Closed	-$710	–	1110
2025 Q4	$710	Buy	+16	New	+$689	﹤0.01%	1023
2025 Q2	–	Sell	-1,321	Closed	-$50.3K	–	814
2025 Q1	$50.3K	Hold	1,321	–	–	0.01%	270
2024 Q4	$50K	Hold	1,321	–	–	0.01%	283
2024 Q3	$53.8K	Hold	1,321	–	–	0.01%	294
2024 Q2	$45.2K	Hold	1,321	–	–	0.01%	385
2024 Q1	$41.8K	Hold	1,321	–	–	﹤0.01%	385
2023 Q4	$40.5K	Hold	1,321	–	–	0.01%	136
2023 Q3	$43.8K	Hold	1,321	–	–	0.01%	152
2023 Q2	$40.5K	Hold	1,321	–	–	0.01%	291
2023 Q1	$36.2K	Hold	1,321	–	–	0.01%	347
2022 Q4	$36.9K	Hold	1,321	–	–	0.01%	339
2022 Q3	$39K	Hold	1,321	–	–	0.01%	350
2022 Q2	$37K	Hold	1,321	–	–	0.01%	331
2022 Q1	$41K	Hold	1,321	–	–	0.01%	239
2021 Q4	$39K	Hold	1,321	–	–	0.01%	211
2021 Q3	$40K	Hold	1,321	–	–	0.01%	164
2021 Q2	$48K	Hold	1,321	–	–	0.01%	157
2021 Q1	$48K	Hold	1,321	–	–	0.01%	154
2020 Q4	$48K	Buy	+1,321	New	+$44.8K	0.02%	145

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

Crewe Advisors's OHI Position: Q1 2026 in Review

Crewe Advisors sold out of Omega Healthcare (OHI) in Q1 2026, closing a stake of 16 shares — an estimated $710 sold.

Crewe Advisors first reported a position in OHI in Q4 2020 and held it in 19 quarters. The position peaked at $53.8K in Q3 2024. 740 funds tracked by Wall St. Rank hold OHI as of Q1 2026.

Crewe Advisors reported no remaining Omega Healthcare position as of Q1 2026 after selling out during the quarter.
Crewe Advisors sold 16 Omega Healthcare shares in Q1 2026, an estimated $710.
Crewe Advisors first reported a position in Omega Healthcare in Q4 2020 and held it in 19 quarters.
Crewe Advisors's Omega Healthcare position peaked at $53.8K in Q3 2024.
740 funds tracked by Wall St. Rank held Omega Healthcare as of Q1 2026.

Based on Crewe Advisors's 13F filing for Q1 2026, filed 7 May 2026.