EWM
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Evolution Wealth Management’s Omega Healthcare OHI Stock Holding History

Evolution 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 		$23.8K Hold
500
– – 0.01% 437
2026
Q1 		$21.9K Hold
500
– – 0.02% 407
2025
Q4 		$22.2K Buy
+500
New +$21.5K 0.02% 343

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 $3.37T AUM 44.26% 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

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

Evolution Wealth Management held its Omega Healthcare (OHI) position steady in Q2 2026 at 500 shares worth $23.8K. The position accounts for 0.01% of the portfolio, ranked #437.

Evolution Wealth Management first reported a position in OHI in Q4 2025 and has held it in 3 quarters since. 761 funds tracked by Wall St. Rank hold OHI as of Q2 2026.

  • Evolution Wealth Management held 500 shares of Omega Healthcare worth $23.8K as of Q2 2026.
  • Evolution Wealth Management left its Omega Healthcare share count unchanged in Q2 2026.
  • Omega Healthcare made up 0.01% of Evolution Wealth Management's portfolio in Q2 2026, its #437 holding.
  • Evolution Wealth Management first reported a position in Omega Healthcare in Q4 2025 and has held it in 3 quarters since.
  • 761 funds tracked by Wall St. Rank held Omega Healthcare as of Q2 2026.

Based on Evolution Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.