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Legacy Investment Solutions’s Omega Healthcare OHI Stock Holding History

Legacy Investment Solutions’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
Q2 		$404 Buy
+11
New +$408 ﹤0.01% 671
2024
Q4 		$986 Buy
26
+15
+136% +$599 ﹤0.01% 594
2024
Q3 		$441 Buy
+11
New +$416 ﹤0.01% 622

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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
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
BC
Broadwater Capital Boston, Massachusetts $134M AUM 21.11% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Legacy Investment Solutions's OHI Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in Omega Healthcare (OHI) in Q2 2025: 11 shares worth $404. The stake represents ﹤0.01% of the portfolio and ranks #671 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in OHI as recently as Q4 2024.

Legacy Investment Solutions first reported a position in OHI in Q3 2024 and has held it in 3 quarters since. The position peaked at $986 in Q4 2024. 641 funds tracked by Wall St. Rank hold OHI as of Q2 2025.

  • Legacy Investment Solutions held 11 shares of Omega Healthcare worth $404 as of Q2 2025.
  • Omega Healthcare was a new Legacy Investment Solutions position in Q2 2025.
  • Omega Healthcare made up ﹤0.01% of Legacy Investment Solutions's portfolio in Q2 2025, its #671 holding.
  • Legacy Investment Solutions first reported a position in Omega Healthcare in Q3 2024 and has held it in 3 quarters since.
  • Legacy Investment Solutions's Omega Healthcare position peaked at $986 in Q4 2024.
  • 641 funds tracked by Wall St. Rank held Omega Healthcare as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.