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Golden State Equity Partners’s Omega Healthcare OHI Stock Holding History

Golden State Equity Partners’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 		– Sell
-809
Closed -$35.5K – 1285
2026
Q1 		$35.5K Buy
+809
New +$36.9K ﹤0.01% 954

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Vanguard Portfolio Management
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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

Golden State Equity Partners's OHI Position: Q2 2026 in Review

Golden State Equity Partners sold out of Omega Healthcare (OHI) in Q2 2026, closing a stake of 809 shares — an estimated $35.5K sold.

Golden State Equity Partners first reported a position in OHI in Q1 2026 and held it in 1 quarter. The position peaked at $35.5K in Q1 2026. 761 funds tracked by Wall St. Rank hold OHI as of Q2 2026.

  • Golden State Equity Partners reported no remaining Omega Healthcare position as of Q2 2026 after selling out during the quarter.
  • Golden State Equity Partners sold 809 Omega Healthcare shares in Q2 2026, an estimated $35.5K.
  • Golden State Equity Partners first reported a position in Omega Healthcare in Q1 2026 and held it in 1 quarter.
  • Golden State Equity Partners's Omega Healthcare position peaked at $35.5K in Q1 2026.
  • 761 funds tracked by Wall St. Rank held Omega Healthcare as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.