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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
Q2 		$57.2K Buy
1,200
+100
+9% +$4.63K ﹤0.01% 319
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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

Heritage Wealth Advisors's OHI Position: Q2 2026 in Review

Heritage Wealth Advisors increased its Omega Healthcare (OHI) stake by 9.1% in Q2 2026, buying an estimated $4.63K and bringing the position to 1,200 shares worth $57.2K. The position accounts for ﹤0.01% of the portfolio, ranked #319.

Heritage Wealth Advisors first reported a position in OHI in Q4 2023 and has held it in 11 quarters since. 761 funds tracked by Wall St. Rank hold OHI as of Q2 2026.

  • Heritage Wealth Advisors held 1,200 shares of Omega Healthcare worth $57.2K as of Q2 2026.
  • Heritage Wealth Advisors bought 100 Omega Healthcare shares in Q2 2026, an estimated $4.63K.
  • Omega Healthcare made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q2 2026, its #319 holding.
  • Heritage Wealth Advisors first reported a position in Omega Healthcare in Q4 2023 and has held it in 11 quarters since.
  • 761 funds tracked by Wall St. Rank held Omega Healthcare as of Q2 2026.

Based on Heritage Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.