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Heritage Wealth Advisors’s Omega Healthcare OHI Stock Holding History

Heritage Wealth Advisors’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 		$48.2K Buy
1,100
+100
+10% +$4.56K ﹤0.01% 335
2025
Q4 		$44.3K Buy
1,000
+350
+54% +$15.1K ﹤0.01% 330
2025
Q3 		$27.4K Hold
650
– – ﹤0.01% 352
2025
Q2 		$23.8K Buy
650
+150
+30% +$5.57K ﹤0.01% 356
2025
Q1 		$19K Hold
500
– – ﹤0.01% 372
2024
Q4 		$18.9K Hold
500
– – ﹤0.01% 392
2024
Q3 		$20.4K Hold
500
– – ﹤0.01% 397
2024
Q2 		$17.1K Hold
500
– – ﹤0.01% 387
2024
Q1 		$15.8K Hold
500
– – ﹤0.01% 411
2023
Q4 		$15.3K Buy
+500
New +$16K ﹤0.01% 430

Other funds holding OHI

BlackRock
BlackRock New York $5.72T 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 $1.02T AUM 30.18% 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

Heritage Wealth Advisors's OHI Position: Q1 2026 in Review

Heritage Wealth Advisors increased its Omega Healthcare (OHI) stake by 10% in Q1 2026, buying an estimated $4.56K and bringing the position to 1,100 shares worth $48.2K. The position accounts for ﹤0.01% of the portfolio, ranked #335.

Heritage Wealth Advisors first reported a position in OHI in Q4 2023 and has held it in 10 quarters since. 740 funds tracked by Wall St. Rank hold OHI as of Q1 2026.

  • Heritage Wealth Advisors held 1,100 shares of Omega Healthcare worth $48.2K as of Q1 2026.
  • Heritage Wealth Advisors bought 100 Omega Healthcare shares in Q1 2026, an estimated $4.56K.
  • Omega Healthcare made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q1 2026, its #335 holding.
  • Heritage Wealth Advisors first reported a position in Omega Healthcare in Q4 2023 and has held it in 10 quarters since.
  • 740 funds tracked by Wall St. Rank held Omega Healthcare as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.