Estate Planners Group’s Omega Healthcare OHI Stock Holding History

Estate Planners Group’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 Q1	–	Sell	-1,470	Closed	-$65.2K	–	306
2025 Q4	$65.2K	Buy	+1,470	New	+$63.3K	0.03%	123

Other funds holding OHI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Estate Planners Group's OHI Position: Q1 2026 in Review

Estate Planners Group sold out of Omega Healthcare (OHI) in Q1 2026, closing a stake of 1,470 shares — an estimated $65.2K sold.

Estate Planners Group first reported a position in OHI in Q4 2025 and held it in 1 quarter. The position peaked at $65.2K in Q4 2025. 741 funds tracked by Wall St. Rank hold OHI as of Q1 2026.

Estate Planners Group reported no remaining Omega Healthcare position as of Q1 2026 after selling out during the quarter.
Estate Planners Group sold 1,470 Omega Healthcare shares in Q1 2026, an estimated $65.2K.
Estate Planners Group first reported a position in Omega Healthcare in Q4 2025 and held it in 1 quarter.
Estate Planners Group's Omega Healthcare position peaked at $65.2K in Q4 2025.
741 funds tracked by Wall St. Rank held Omega Healthcare as of Q1 2026.

Based on Estate Planners Group's 13F filing for Q1 2026, filed 11 May 2026.