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Journey Strategic Wealth’s Omega Healthcare OHI Stock Holding History

Journey Strategic Wealth’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
Q1 		$355K Sell
8,112
-29
-0.4% -$1.32K 0.01% 462
2025
Q4 		$361K Buy
8,141
+1,340
+20% +$57.7K 0.01% 423
2025
Q3 		$287K Buy
+6,801
New +$274K 0.01% 498

Other funds holding OHI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Journey Strategic Wealth's OHI Position: Q1 2026 in Review

Journey Strategic Wealth reduced its Omega Healthcare (OHI) stake by 0.36% in Q1 2026, selling an estimated $1.32K and leaving 8,112 shares worth $355K. The position accounts for 0.01% of the portfolio, ranked #462.

Journey Strategic Wealth first reported a position in OHI in Q3 2025 and has held it in 3 quarters since. The position peaked at $361K in Q4 2025. 743 funds tracked by Wall St. Rank hold OHI as of Q1 2026.

  • Journey Strategic Wealth held 8,112 shares of Omega Healthcare worth $355K as of Q1 2026.
  • Journey Strategic Wealth sold 29 Omega Healthcare shares in Q1 2026, an estimated $1.32K.
  • Omega Healthcare made up 0.01% of Journey Strategic Wealth's portfolio in Q1 2026, its #462 holding.
  • Journey Strategic Wealth first reported a position in Omega Healthcare in Q3 2025 and has held it in 3 quarters since.
  • Journey Strategic Wealth's Omega Healthcare position peaked at $361K in Q4 2025.
  • 743 funds tracked by Wall St. Rank held Omega Healthcare as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.