Institute for Wealth Management’s Omega Healthcare OHI Stock Holding History

Institute for 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	$46.8K	Buy	+981	New	+$45.5K	﹤0.01%	889

Other funds holding OHI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Institute for Wealth Management's OHI Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Omega Healthcare (OHI) in Q2 2026: 981 shares worth $46.8K. The stake represents ﹤0.01% of the portfolio and ranks #889 among its holdings.

432 funds tracked by Wall St. Rank hold OHI as of Q2 2026.

Institute for Wealth Management held 981 shares of Omega Healthcare worth $46.8K as of Q2 2026.
Omega Healthcare was a new Institute for Wealth Management position in Q2 2026.
Omega Healthcare made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #889 holding.
432 funds tracked by Wall St. Rank held Omega Healthcare as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.