Envestnet Portfolio Solutions’s Omega Healthcare OHI Stock Holding History

Envestnet Portfolio Solutions’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	$283K	Buy	5,938 +222	+4%	+$10.3K	﹤0.01%	1212
2026 Q1	$250K	Sell	5,716 -347	-6%	-$15.8K	﹤0.01%	1190
2025 Q4	$269K	Sell	6,063 -105	-2%	-$4.52K	﹤0.01%	1343
2025 Q3	$260K	Buy	6,168 +595	+11%	+$24K	﹤0.01%	1312
2025 Q2	$204K	Sell	5,573 -3,470	-38%	-$129K	﹤0.01%	1492
2025 Q1	$344K	Sell	9,043 -5,196	-36%	-$193K	﹤0.01%	1225
2024 Q4	$539K	Buy	14,239 +2,073	+17%	+$82.8K	﹤0.01%	1214
2024 Q3	$495K	Buy	+12,166	New	+$460K	﹤0.01%	1208

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 $3.38T AUM 44.17% 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

Envestnet Portfolio Solutions's OHI Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its Omega Healthcare (OHI) stake by 3.9% in Q2 2026, buying an estimated $10.3K and bringing the position to 5,938 shares worth $283K. The position accounts for ﹤0.01% of the portfolio, ranked #1212.

Envestnet Portfolio Solutions first reported a position in OHI in Q3 2024 and has held it in 8 quarters since. The position peaked at $539K in Q4 2024. 764 funds tracked by Wall St. Rank hold OHI as of Q2 2026.

Envestnet Portfolio Solutions held 5,938 shares of Omega Healthcare worth $283K as of Q2 2026.
Envestnet Portfolio Solutions bought 222 Omega Healthcare shares in Q2 2026, an estimated $10.3K.
Omega Healthcare made up ﹤0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #1212 holding.
Envestnet Portfolio Solutions first reported a position in Omega Healthcare in Q3 2024 and has held it in 8 quarters since.
Envestnet Portfolio Solutions's Omega Healthcare position peaked at $539K in Q4 2024.
764 funds tracked by Wall St. Rank held Omega Healthcare as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.