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CVA Family Office’s Omega Healthcare OHI Stock Holding History

CVA Family Office’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
-11
Closed -$488 – 1862
2025
Q4 		$488 Buy
+11
New +$474 ﹤0.01% 1234
2022
Q2 		– Sell
-285
Closed -$9K – 965
2022
Q1 		$9K Sell
285
-75
-21% -$2.21K ﹤0.01% 698
2021
Q4 		$11K Buy
+360
New +$10.5K ﹤0.01% 631
2021
Q2 		– Sell
-30
Closed -$1K – 969
2021
Q1 		$1K Buy
+30
New +$1.1K ﹤0.01% 756

Other funds holding OHI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

CVA Family Office's OHI Position: Q1 2026 in Review

CVA Family Office sold out of Omega Healthcare (OHI) in Q1 2026, closing a stake of 11 shares — an estimated $488 sold.

CVA Family Office first reported a position in OHI in Q1 2021 and held it in 4 quarters. The position peaked at $11K in Q4 2021. 747 funds tracked by Wall St. Rank hold OHI as of Q1 2026.

  • CVA Family Office reported no remaining Omega Healthcare position as of Q1 2026 after selling out during the quarter.
  • CVA Family Office sold 11 Omega Healthcare shares in Q1 2026, an estimated $488.
  • CVA Family Office first reported a position in Omega Healthcare in Q1 2021 and held it in 4 quarters.
  • CVA Family Office's Omega Healthcare position peaked at $11K in Q4 2021.
  • 747 funds tracked by Wall St. Rank held Omega Healthcare as of Q1 2026.

Based on CVA Family Office's 13F filing for Q1 2026, filed 29 Apr 2026.