Key Financial Inc’s Omega Healthcare OHI Stock Holding History

Key Financial Inc’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	$49.7K	Hold	1,042	–	–	0.01%	534
2026 Q1	$45.7K	Hold	1,042	–	–	0.01%	549
2025 Q4	$46.2K	Hold	1,042	–	–	0.01%	536
2025 Q3	$44.1K	Hold	1,042	–	–	0.01%	548
2025 Q2	$38.2K	Hold	1,042	–	–	0.01%	553
2025 Q1	$39.7K	Hold	1,042	–	–	0.01%	520
2024 Q4	$39.4K	Hold	1,042	–	–	0.01%	518
2024 Q3	$42.4K	Hold	1,042	–	–	0.01%	504
2024 Q2	$35.7K	Hold	1,042	–	–	0.01%	525
2024 Q1	$33K	Hold	1,042	–	–	0.01%	506
2023 Q4	$31.9K	Hold	1,042	–	–	0.01%	499
2023 Q3	$34.6K	Hold	1,042	–	–	0.01%	467
2023 Q2	$32K	Buy	1,042 +117	+13%	+$3.38K	0.01%	480
2023 Q1	$25.4K	Hold	925	–	–	0.01%	495
2022 Q4	$27.3K	Hold	925	–	–	0.01%	447
2022 Q3	$27K	Hold	925	–	–	0.01%	453
2022 Q2	$27K	Hold	925	–	–	0.01%	448
2022 Q1	$29K	Hold	925	–	–	0.01%	440
2021 Q4	$27K	Buy	+925	New	+$27K	0.01%	435

Other funds holding OHI

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Key Financial Inc's OHI Position: Q2 2026 in Review

Key Financial Inc held its Omega Healthcare (OHI) position steady in Q2 2026 at 1,042 shares worth $49.7K. The position accounts for 0.01% of the portfolio, ranked #534.

Key Financial Inc first reported a position in OHI in Q4 2021 and has held it in 19 quarters since. 762 funds tracked by Wall St. Rank hold OHI as of Q2 2026.

Key Financial Inc held 1,042 shares of Omega Healthcare worth $49.7K as of Q2 2026.
Key Financial Inc left its Omega Healthcare share count unchanged in Q2 2026.
Omega Healthcare made up 0.01% of Key Financial Inc's portfolio in Q2 2026, its #534 holding.
Key Financial Inc first reported a position in Omega Healthcare in Q4 2021 and has held it in 19 quarters since.
762 funds tracked by Wall St. Rank held Omega Healthcare as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.