First Affirmative Financial Network’s Omega Healthcare OHI Stock Holding History

First Affirmative Financial Network’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 Q3	$230K	Buy	+4,965	New	+$238K	0.05%	348
2026 Q1	$260K	Buy	+5,936	New	+$271K	0.1%	242

Other funds holding OHI

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Columbus Macro New Castle, Pennsylvania $1.03B AUM 10.45% 1-Year Est. Return

Goelzer Investment Management Carmel, Indiana $2.28B AUM 31.27% 1-Year Est. Return

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Romano Brothers & Co Evanston, Illinois $985M AUM 31.89% 1-Year Est. Return

Cornerstone Enterprises Appleton, Wisconsin $171M AUM 14.17% 1-Year Est. Return

Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return

First Affirmative Financial Network's OHI Position: Q3 2026 in Review

First Affirmative Financial Network opened a new position in Omega Healthcare (OHI) in Q3 2026: 4,965 shares worth $230K. The stake represents 0.05% of the portfolio and ranks #348 among its holdings. This is a return to the name: First Affirmative Financial Network previously reported a position in OHI as recently as Q1 2026.

First Affirmative Financial Network first reported a position in OHI in Q1 2026 and has held it in 2 quarters since. The position peaked at $260K in Q1 2026. 180 funds tracked by Wall St. Rank hold OHI as of Q3 2026.

First Affirmative Financial Network held 4,965 shares of Omega Healthcare worth $230K as of Q3 2026.
Omega Healthcare was a new First Affirmative Financial Network position in Q3 2026.
Omega Healthcare made up 0.05% of First Affirmative Financial Network's portfolio in Q3 2026, its #348 holding.
First Affirmative Financial Network first reported a position in Omega Healthcare in Q1 2026 and has held it in 2 quarters since.
First Affirmative Financial Network's Omega Healthcare position peaked at $260K in Q1 2026.
180 funds tracked by Wall St. Rank held Omega Healthcare as of Q3 2026.

Based on First Affirmative Financial Network's 13F filing for Q3 2026, filed 21 Oct 2026.