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IHT Wealth Management’s Omega Healthcare OHI Stock Holding History

IHT Wealth Management’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 		$1M Buy
21,030
+4,576
+28% +$212K 0.02% 594
2026
Q1 		$721K Buy
16,454
+7,723
+88% +$352K 0.02% 690
2025
Q4 		$387K Sell
8,731
-742
-8% -$32K 0.01% 868
2025
Q3 		$400K Sell
9,473
-77
-0.8% -$3.1K 0.01% 822
2025
Q2 		$350K Sell
9,550
-939
-9% -$34.9K 0.01% 824
2025
Q1 		$399K Buy
10,489
+379
+4% +$14.1K 0.01% 746
2024
Q4 		$383K Sell
10,110
-3,326
-25% -$133K 0.01% 775
2024
Q3 		$545K Buy
13,436
+6,246
+87% +$236K 0.02% 698
2024
Q2 		$246K Buy
7,190
+178
+3% +$5.61K 0.01% 871
2024
Q1 		$222K Sell
7,012
-26
-0.4% -$790 0.01% 905
2023
Q4 		$216K Buy
7,038
+80
+1% +$2.57K 0.01% 884
2023
Q3 		$231K Sell
6,958
-255
-4% -$8.14K 0.01% 829
2023
Q2 		$221K Sell
7,213
-489
-6% -$14.1K 0.01% 840
2023
Q1 		$211K Sell
7,702
-1,023
-12% -$28.5K 0.01% 836
2022
Q4 		$244K Buy
+8,725
New +$263K 0.02% 743
2018
Q4 		– Sell
-14,492
Closed -$475K – 505
2018
Q3 		$475K Sell
14,492
-133
-0.9% -$4.23K 0.1% 235
2018
Q2 		$453K Buy
14,625
+494
+3% +$14.1K 0.12% 219
2018
Q1 		$373K Sell
14,131
-1,989
-12% -$53K 0.1% 231
2017
Q4 		$438K Buy
16,120
+6,568
+69% +$190K 0.12% 217
2017
Q3 		$299K Sell
9,552
-739
-7% -$23.7K 0.13% 183
2017
Q2 		$0 Buy
10,291
+1,168
+13% +$38.6K ﹤0.01% 1451
2017
Q1 		$307K Buy
9,123
+1,000
+12% +$32.1K 0.2% 121
2016
Q4 		$260K Buy
+8,123
New +$251K 0.2% 127

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

IHT Wealth Management's OHI Position: Q2 2026 in Review

IHT Wealth Management increased its Omega Healthcare (OHI) stake by 28% in Q2 2026, buying an estimated $212K and bringing the position to 21,030 shares worth $1M. The position accounts for 0.02% of the portfolio, ranked #594.

IHT Wealth Management first reported a position in OHI in Q4 2016 and has held it in 23 quarters since. 762 funds tracked by Wall St. Rank hold OHI as of Q2 2026.

  • IHT Wealth Management held 21,030 shares of Omega Healthcare worth $1M as of Q2 2026.
  • IHT Wealth Management bought 4,576 Omega Healthcare shares in Q2 2026, an estimated $212K.
  • Omega Healthcare made up 0.02% of IHT Wealth Management's portfolio in Q2 2026, its #594 holding.
  • IHT Wealth Management first reported a position in Omega Healthcare in Q4 2016 and has held it in 23 quarters since.
  • 762 funds tracked by Wall St. Rank held Omega Healthcare as of Q2 2026.

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