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IFP Advisors’s Omega Healthcare OHI Stock Holding History

IFP 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 		$5.12M Buy
107,457
+373
+0.3% +$17.3K 0.09% 244
2026
Q1 		$4.69M Sell
107,084
-1,425
-1% -$65K 0.1% 229
2025
Q4 		$4.81M Sell
108,509
-272
-0.3% -$11.7K 0.11% 205
2025
Q3 		$4.59M Sell
108,781
-3,157
-3% -$127K 0.12% 187
2025
Q2 		$4.1M Buy
111,938
+6,393
+6% +$237K 0.12% 188
2025
Q1 		$4.02M Buy
105,545
+18,905
+22% +$703K 0.12% 178
2024
Q4 		$3.28M Buy
86,640
+84,914
+4,920% +$3.39M 0.11% 208
2024
Q3 		$70.2K Buy
1,726
+53
+3% +$2K ﹤0.01% 1568
2024
Q2 		$57.3K Sell
1,673
-100
-6% -$3.15K ﹤0.01% 1613
2024
Q1 		$56.2K Buy
1,773
+1,153
+186% +$35.1K ﹤0.01% 1541
2023
Q4 		$19K Hold
620
– – ﹤0.01% 1939
2023
Q3 		$20.6K Sell
620
-476
-43% -$15.2K ﹤0.01% 1935
2023
Q2 		$33.6K Sell
1,096
-53
-5% -$1.53K ﹤0.01% 1781
2023
Q1 		$34.9K Sell
1,149
-984
-46% -$27.4K ﹤0.01% 1760
2022
Q4 		$72K Sell
2,133
-878
-29% -$26.5K ﹤0.01% 1979
2022
Q3 		$111K Buy
3,011
+136
+5% +$4.26K ﹤0.01% 1786
2022
Q2 		$108K Hold
2,875
– – ﹤0.01% 1638
2022
Q1 		$108K Buy
2,875
+1,898
+194% +$56K ﹤0.01% 1638
2021
Q4 		$31K Sell
977
-569
-37% -$16.6K ﹤0.01% 1753
2021
Q3 		$49K Sell
1,546
-195
-11% -$6.71K ﹤0.01% 1584
2021
Q2 		$64K Buy
1,741
+375
+27% +$13.9K ﹤0.01% 1413
2021
Q1 		$50K Buy
1,366
+8
+0.6% +$294 ﹤0.01% 1468
2020
Q4 		$50K Sell
1,358
-304
-18% -$10.3K ﹤0.01% 1443
2020
Q3 		$50K Buy
1,662
+9
+0.5% +$281 ﹤0.01% 1294
2020
Q2 		$50K Sell
1,653
-176
-10% -$5.21K ﹤0.01% 1221
2020
Q1 		$51K Sell
1,829
-5,892
-76% -$224K 0.01% 1115
2019
Q4 		$322K Buy
7,721
+1,013
+15% +$42.9K 0.02% 531
2019
Q3 		$277K Buy
+6,708
New +$261K 0.02% 655
2019
Q1 		$96K Sell
2,527
-9,951
-80% -$369K 0.01% 703
2018
Q4 		$439K Sell
12,478
-1,381
-10% -$47.9K 0.03% 602
2018
Q3 		$454K Sell
13,859
-18,035
-57% -$574K 0.02% 706
2018
Q2 		$989K Sell
31,894
-4,599
-13% -$131K 0.04% 419
2018
Q1 		$1M Hold
36,493
– – 0.05% 392
2017
Q4 		$1M Sell
36,493
-8,280
-18% -$239K 0.05% 391
2017
Q3 		$1.43M Buy
44,773
+1,937
+5% +$62.1K 0.06% 345
2017
Q2 		$1.41M Buy
42,836
+4,656
+12% +$154K 0.06% 336
2017
Q1 		$1.26M Buy
38,180
+9,697
+34% +$311K 0.05% 365
2016
Q4 		$890K Buy
28,483
+4,509
+19% +$139K 0.04% 416
2016
Q3 		$850K Buy
23,974
+5,069
+27% +$180K 0.04% 399
2016
Q2 		$642K Buy
18,905
+16,378
+648% +$547K 0.04% 469
2016
Q1 		$96K Sell
2,527
-14,029
-85% -$459K 0.01% 703
2015
Q4 		$579K Buy
+16,556
New +$572K 0.04% 453

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

IFP Advisors's OHI Position: Q2 2026 in Review

IFP Advisors increased its Omega Healthcare (OHI) stake by 0.35% in Q2 2026, buying an estimated $17.3K and bringing the position to 107,457 shares worth $5.12M. The position accounts for 0.09% of the portfolio, ranked #244.

IFP Advisors first reported a position in OHI in Q4 2015 and has held it in 42 quarters since. 759 funds tracked by Wall St. Rank hold OHI as of Q2 2026.

  • IFP Advisors held 107,457 shares of Omega Healthcare worth $5.12M as of Q2 2026.
  • IFP Advisors bought 373 Omega Healthcare shares in Q2 2026, an estimated $17.3K.
  • Omega Healthcare made up 0.09% of IFP Advisors's portfolio in Q2 2026, its #244 holding.
  • IFP Advisors first reported a position in Omega Healthcare in Q4 2015 and has held it in 42 quarters since.
  • 759 funds tracked by Wall St. Rank held Omega Healthcare as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.