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JPL Wealth Management’s Omega Healthcare OHI Stock Holding History

JPL 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 		$2.38K Sell
50
-42
-46% -$1.95K ﹤0.01% 1013
2026
Q1 		$4.03K Buy
+92
New +$4.2K ﹤0.01% 747

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

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

JPL Wealth Management reduced its Omega Healthcare (OHI) stake by 46% in Q2 2026, selling an estimated $1.95K and leaving 50 shares worth $2.38K. The position accounts for ﹤0.01% of the portfolio, ranked #1013.

JPL Wealth Management first reported a position in OHI in Q1 2026 and has held it in 2 quarters since. The position peaked at $4.03K in Q1 2026. 761 funds tracked by Wall St. Rank hold OHI as of Q2 2026.

  • JPL Wealth Management held 50 shares of Omega Healthcare worth $2.38K as of Q2 2026.
  • JPL Wealth Management sold 42 Omega Healthcare shares in Q2 2026, an estimated $1.95K.
  • Omega Healthcare made up ﹤0.01% of JPL Wealth Management's portfolio in Q2 2026, its #1013 holding.
  • JPL Wealth Management first reported a position in Omega Healthcare in Q1 2026 and has held it in 2 quarters since.
  • JPL Wealth Management's Omega Healthcare position peaked at $4.03K in Q1 2026.
  • 761 funds tracked by Wall St. Rank held Omega Healthcare as of Q2 2026.

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