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Diversify Wealth Management’s Omega Healthcare OHI Stock Holding History

Diversify Wealth Management’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
+1,496
+4% +$69.3K 0.04% 381
2026
Q1 		$1.91M Buy
+40,932
New +$1.87M 0.03% 394

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
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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

Diversify Wealth Management's OHI Position: Q2 2026 in Review

Diversify Wealth Management increased its Omega Healthcare (OHI) stake by 3.7% in Q2 2026, buying an estimated $69.3K and bringing the position to 42,428 shares worth $2.18M. The position accounts for 0.04% of the portfolio, ranked #381.

Diversify Wealth Management first reported a position in OHI in Q1 2026 and has held it in 2 quarters since. 764 funds tracked by Wall St. Rank hold OHI as of Q2 2026.

  • Diversify Wealth Management held 42,428 shares of Omega Healthcare worth $2.18M as of Q2 2026.
  • Diversify Wealth Management bought 1,496 Omega Healthcare shares in Q2 2026, an estimated $69.3K.
  • Omega Healthcare made up 0.04% of Diversify Wealth Management's portfolio in Q2 2026, its #381 holding.
  • Diversify Wealth Management first reported a position in Omega Healthcare in Q1 2026 and has held it in 2 quarters since.
  • 764 funds tracked by Wall St. Rank held Omega Healthcare as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.