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 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Diversify Advisory Services's OHI Position: Q2 2026 in Review

Diversify Advisory Services increased its Omega Healthcare (OHI) stake by 17% in Q2 2026, buying an estimated $287K and bringing the position to 42,428 shares worth $2.18M. The position accounts for 0.04% of the portfolio, ranked #381.

Diversify Advisory Services first reported a position in OHI in Q4 2024 and has held it in 7 quarters since. 761 funds tracked by Wall St. Rank hold OHI as of Q2 2026.

Diversify Advisory Services held 42,428 shares of Omega Healthcare worth $2.18M as of Q2 2026.
Diversify Advisory Services bought 6,197 Omega Healthcare shares in Q2 2026, an estimated $287K.
Omega Healthcare made up 0.04% of Diversify Advisory Services's portfolio in Q2 2026, its #381 holding.
Diversify Advisory Services first reported a position in Omega Healthcare in Q4 2024 and has held it in 7 quarters since.
761 funds tracked by Wall St. Rank held Omega Healthcare as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.