CX Institutional
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CX Institutional’s Omega Healthcare OHI Stock Holding History

CX Institutional’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
Q3 		$20K Buy
440
+158
+56% +$7.57K ﹤0.01% 1231
2026
Q2 		$13K Buy
282
+1
+0.4% +$46 ﹤0.01% 1258
2026
Q1 		$12K Buy
+281
New +$12.8K ﹤0.01% 1256
2025
Q4 		– Sell
-415
Closed -$18K – 1574
2025
Q3 		$18K Buy
+415
New +$16.7K ﹤0.01% 1118
2020
Q4 		– Sell
-31
Closed -$1K – 896
2020
Q3 		$1K Buy
31
+4
+15% +$125 ﹤0.01% 858
2020
Q2 		$1K Buy
+27
New +$800 ﹤0.01% 823

Other funds holding OHI

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Columbus Macro
Columbus Macro New Castle, Pennsylvania $1.03B AUM 10.45% 1-Year Est. Return
Goelzer Investment Management
Goelzer Investment Management Carmel, Indiana $2.28B AUM 31.27% 1-Year Est. Return
Sound Income Strategies
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Romano Brothers & Co
Romano Brothers & Co Evanston, Illinois $985M AUM 31.89% 1-Year Est. Return
CE
Cornerstone Enterprises Appleton, Wisconsin $171M AUM 14.17% 1-Year Est. Return
Amalgamated Bank
Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return

CX Institutional's OHI Position: Q3 2026 in Review

CX Institutional increased its Omega Healthcare (OHI) stake by 56% in Q3 2026, buying an estimated $7.57K and bringing the position to 440 shares worth $20K. The position accounts for ﹤0.01% of the portfolio, ranked #1231.

CX Institutional first reported a position in OHI in Q2 2020 and has held it in 6 quarters since. 180 funds tracked by Wall St. Rank hold OHI as of Q3 2026.

  • CX Institutional held 440 shares of Omega Healthcare worth $20K as of Q3 2026.
  • CX Institutional bought 158 Omega Healthcare shares in Q3 2026, an estimated $7.57K.
  • Omega Healthcare made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #1231 holding.
  • CX Institutional first reported a position in Omega Healthcare in Q2 2020 and has held it in 6 quarters since.
  • 180 funds tracked by Wall St. Rank held Omega Healthcare as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.