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HHM Wealth Advisors’s Omega Healthcare OHI Stock Holding History

HHM 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
2025
Q1 		– Sell
-18
Closed -$682 – 1010
2024
Q4 		$682 Buy
+18
New +$719 ﹤0.01% 897
2024
Q3 		– Sell
-230
Closed -$7.88K – 813
2024
Q2 		$7.88K Buy
+230
New +$7.25K ﹤0.01% 586
2022
Q3 		– Sell
-450
Closed -$13K – 760
2022
Q2 		$13K Buy
+450
New +$12.8K ﹤0.01% 492

Other funds holding OHI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 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 America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

HHM Wealth Advisors's OHI Position: Q1 2025 in Review

HHM Wealth Advisors sold out of Omega Healthcare (OHI) in Q1 2025, closing a stake of 18 shares — an estimated $682 sold.

HHM Wealth Advisors first reported a position in OHI in Q2 2022 and held it in 3 quarters. The position peaked at $13K in Q2 2022. 621 funds tracked by Wall St. Rank hold OHI as of Q1 2025.

  • HHM Wealth Advisors reported no remaining Omega Healthcare position as of Q1 2025 after selling out during the quarter.
  • HHM Wealth Advisors sold 18 Omega Healthcare shares in Q1 2025, an estimated $682.
  • HHM Wealth Advisors first reported a position in Omega Healthcare in Q2 2022 and held it in 3 quarters.
  • HHM Wealth Advisors's Omega Healthcare position peaked at $13K in Q2 2022.
  • 621 funds tracked by Wall St. Rank held Omega Healthcare as of Q1 2025.

Based on HHM Wealth Advisors's 13F filing for Q1 2025, filed 8 May 2025.