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Jaffetilchin Investment Partners’s Omega Healthcare OHI Stock Holding History

Jaffetilchin Investment Partners’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
2024
Q4 		– Sell
-1,264
Closed -$51.5K – 983
2024
Q3 		$51.5K Buy
+1,264
New +$47.8K ﹤0.01% 576
2023
Q4 		– Sell
-17,372
Closed -$576K – 367
2023
Q3 		$576K Buy
17,372
+9,484
+120% +$303K 0.06% 177
2023
Q2 		$242K Buy
+7,888
New +$228K 0.03% 317
2017
Q4 		– Sell
-8,696
Closed -$277K – 277
2017
Q3 		$277K Buy
+8,696
New +$279K 0.07% 248

Other funds holding OHI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $51.1B AUM 35.55% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Jaffetilchin Investment Partners's OHI Position: Q4 2024 in Review

Jaffetilchin Investment Partners sold out of Omega Healthcare (OHI) in Q4 2024, closing a stake of 1,264 shares — an estimated $51.5K sold.

Jaffetilchin Investment Partners first reported a position in OHI in Q3 2017 and held it in 4 quarters. The position peaked at $576K in Q3 2023. 623 funds tracked by Wall St. Rank hold OHI as of Q4 2024.

  • Jaffetilchin Investment Partners reported no remaining Omega Healthcare position as of Q4 2024 after selling out during the quarter.
  • Jaffetilchin Investment Partners sold 1,264 Omega Healthcare shares in Q4 2024, an estimated $51.5K.
  • Jaffetilchin Investment Partners first reported a position in Omega Healthcare in Q3 2017 and held it in 4 quarters.
  • Jaffetilchin Investment Partners's Omega Healthcare position peaked at $576K in Q3 2023.
  • 623 funds tracked by Wall St. Rank held Omega Healthcare as of Q4 2024.

Based on Jaffetilchin Investment Partners's 13F filing for Q4 2024, filed 13 Feb 2025.