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JFS Wealth Advisors’s Omega Healthcare OHI Stock Holding History

JFS 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
2026
Q2 		$2.48K Buy
+52
New +$2.41K ﹤0.01% 1539
2015
Q3 		– Sell
-1,000
Closed -$34K – 543
2015
Q2 		$34K Hold
1,000
– – 0.02% 218
2015
Q1 		$41K Buy
+1,000
New +$41.4K 0.02% 201

Other funds holding OHI

AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
GIM
Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
BMCM
Burns Matteson Capital Management Corning, New York $320M AUM 71.11% 1-Year Est. Return

JFS Wealth Advisors's OHI Position: Q2 2026 in Review

JFS Wealth Advisors opened a new position in Omega Healthcare (OHI) in Q2 2026: 52 shares worth $2.48K. The stake represents ﹤0.01% of the portfolio and ranks #1539 among its holdings. This is a return to the name: JFS Wealth Advisors previously reported a position in OHI as recently as Q2 2015.

JFS Wealth Advisors first reported a position in OHI in Q1 2015 and has held it in 3 quarters since. The position peaked at $41K in Q1 2015. 118 funds tracked by Wall St. Rank hold OHI as of Q2 2026.

  • JFS Wealth Advisors held 52 shares of Omega Healthcare worth $2.48K as of Q2 2026.
  • Omega Healthcare was a new JFS Wealth Advisors position in Q2 2026.
  • Omega Healthcare made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1539 holding.
  • JFS Wealth Advisors first reported a position in Omega Healthcare in Q1 2015 and has held it in 3 quarters since.
  • JFS Wealth Advisors's Omega Healthcare position peaked at $41K in Q1 2015.
  • 118 funds tracked by Wall St. Rank held Omega Healthcare as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.