Diversify Advisory Services’s Omega Healthcare OHI Stock Holding History

Diversify Advisory Services’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	$1.97M	Buy	43,224 +796	+2%	+$38.1K	0.03%	448
2026 Q2	$2.18M	Buy	42,428 +6,197	+17%	+$287K	0.04%	381
2026 Q1	$1.69M	Sell	36,231 -2,353	-6%	-$107K	0.26%	36
2025 Q4	$1.73M	Buy	38,584 +844	+2%	+$36.4K	0.05%	251
2025 Q3	$1.58M	Buy	37,740 +2,871	+8%	+$116K	0.05%	260
2025 Q2	$1.41M	Buy	34,869 +28,865	+481%	+$1.07M	0.05%	249
2025 Q1	$230K	Sell	6,004 -1,373	-19%	-$51.1K	0.01%	577
2024 Q4	$272K	Buy	+7,377	New	+$295K	0.02%	509

Other funds holding OHI

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Columbus Macro New Castle, Pennsylvania $1.03B AUM 10.45% 1-Year Est. Return

Goelzer Investment Management Carmel, Indiana $2.28B AUM 31.27% 1-Year Est. Return

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Cornerstone Enterprises Appleton, Wisconsin $171M AUM 13.19% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Burney Company Reston, Virginia $3.66B AUM 27.59% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

Diversify Advisory Services's OHI Position: Q3 2026 in Review

Diversify Advisory Services increased its Omega Healthcare (OHI) stake by 1.9% in Q3 2026, buying an estimated $38.1K and bringing the position to 43,224 shares worth $1.97M. The position accounts for 0.03% of the portfolio, ranked #448.

Diversify Advisory Services first reported a position in OHI in Q4 2024 and has held it in 8 quarters since. The position peaked at $2.18M in Q2 2026. 128 funds tracked by Wall St. Rank hold OHI as of Q3 2026.

Diversify Advisory Services held 43,224 shares of Omega Healthcare worth $1.97M as of Q3 2026.
Diversify Advisory Services bought 796 Omega Healthcare shares in Q3 2026, an estimated $38.1K.
Omega Healthcare made up 0.03% of Diversify Advisory Services's portfolio in Q3 2026, its #448 holding.
Diversify Advisory Services first reported a position in Omega Healthcare in Q4 2024 and has held it in 8 quarters since.
Diversify Advisory Services's Omega Healthcare position peaked at $2.18M in Q2 2026.
128 funds tracked by Wall St. Rank held Omega Healthcare as of Q3 2026.

Based on Diversify Advisory Services's 13F filing for Q3 2026, filed 20 Oct 2026.