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Laird Norton Wetherby Wealth Management’s Omega Healthcare OHI Stock Holding History

Laird Norton Wetherby 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
2025
Q3 		$421K Buy
9,969
+4,353
+78% +$176K 0.02% 636
2025
Q2 		$206K Buy
+5,616
New +$209K 0.01% 865
2024
Q4 		$215K Sell
5,668
-303
-5% -$12.1K 0.01% 816
2024
Q3 		$243K Hold
5,971
– – 0.01% 801
2024
Q2 		$205K Sell
5,971
-987
-14% -$31.1K 0.01% 849
2024
Q1 		$220K Sell
6,958
-4,060
-37% -$123K 0.01% 854
2023
Q4 		$338K Buy
11,018
+3,677
+50% +$118K 0.02% 680
2023
Q3 		$243K Buy
7,341
+160
+2% +$5.11K 0.01% 748
2023
Q2 		$220K Buy
+7,181
New +$207K 0.01% 813
2022
Q4 		– Sell
-9,144
Closed -$270K – 945
2022
Q3 		$270K Sell
9,144
-19
-0.2% -$596 0.02% 696
2022
Q2 		$258K Buy
+9,163
New +$261K 0.02% 733

Other funds holding OHI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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 $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Laird Norton Wetherby Wealth Management's OHI Position: Q3 2025 in Review

Laird Norton Wetherby Wealth Management increased its Omega Healthcare (OHI) stake by 78% in Q3 2025, buying an estimated $176K and bringing the position to 9,969 shares worth $421K. The position accounts for 0.02% of the portfolio, ranked #636.

Laird Norton Wetherby Wealth Management first reported a position in OHI in Q2 2022 and has held it in 11 quarters since. 681 funds tracked by Wall St. Rank hold OHI as of Q3 2025.

  • Laird Norton Wetherby Wealth Management held 9,969 shares of Omega Healthcare worth $421K as of Q3 2025.
  • Laird Norton Wetherby Wealth Management bought 4,353 Omega Healthcare shares in Q3 2025, an estimated $176K.
  • Omega Healthcare made up 0.02% of Laird Norton Wetherby Wealth Management's portfolio in Q3 2025, its #636 holding.
  • Laird Norton Wetherby Wealth Management first reported a position in Omega Healthcare in Q2 2022 and has held it in 11 quarters since.
  • 681 funds tracked by Wall St. Rank held Omega Healthcare as of Q3 2025.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.