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Forum Financial Management’s Omega Healthcare OHI Stock Holding History

Forum Financial 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
Q1 		$212K Hold
4,845
– – ﹤0.01% 302
2025
Q4 		$215K Hold
4,845
– – ﹤0.01% 933
2025
Q3 		$205K Buy
+4,845
New +$195K ﹤0.01% 966
2024
Q3 		– Sell
-8,199
Closed -$281K – 778
2024
Q2 		$281K Hold
8,199
– – 0.01% 507
2024
Q1 		$260K Hold
8,199
– – ﹤0.01% 565
2023
Q4 		$251K Buy
+8,199
New +$263K ﹤0.01% 538

Other funds holding OHI

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return