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GeoWealth Management’s Omega Healthcare OHI Stock Holding History

GeoWealth 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 		$816K Sell
18,633
-1,467
-7% -$67K 0.03% 351
2025
Q4 		$891K Buy
20,100
+1,250
+7% +$53.8K 0.03% 303
2025
Q3 		$796K Buy
18,850
+239
+1% +$9.64K 0.03% 351
2025
Q2 		$682K Buy
18,611
+3,101
+20% +$115K 0.03% 337
2025
Q1 		$591K Buy
15,510
+281
+2% +$10.5K 0.02% 387
2024
Q4 		$576K Buy
15,229
+6,051
+66% +$242K 0.02% 438
2024
Q3 		$374K Buy
+9,178
New +$347K 0.01% 537

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