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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
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

AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
GIM
Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
BMCM
Burns Matteson Capital Management Corning, New York $320M AUM 71.11% 1-Year Est. Return

CX Institutional's OHI Position: Q2 2026 in Review

CX Institutional increased its Omega Healthcare (OHI) stake by 0.36% in Q2 2026, buying an estimated $46 and bringing the position to 282 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #1258.

CX Institutional first reported a position in OHI in Q2 2020 and has held it in 5 quarters since. The position peaked at $18K in Q3 2025. 117 funds tracked by Wall St. Rank hold OHI as of Q2 2026.

  • CX Institutional held 282 shares of Omega Healthcare worth $13K as of Q2 2026.
  • CX Institutional bought 1 Omega Healthcare share in Q2 2026, an estimated $46.
  • Omega Healthcare made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #1258 holding.
  • CX Institutional first reported a position in Omega Healthcare in Q2 2020 and has held it in 5 quarters since.
  • CX Institutional's Omega Healthcare position peaked at $18K in Q3 2025.
  • 117 funds tracked by Wall St. Rank held Omega Healthcare as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.