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Legacy Wealth Management (Idaho)’s Omega Healthcare OHI Stock Holding History

Legacy Wealth Management (Idaho)’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 		$9.86K Hold
225
– – ﹤0.01% 488
2025
Q4 		$9.98K Buy
225
+214
+1,945% +$9.22K ﹤0.01% 426
2025
Q3 		$465 Hold
11
– – ﹤0.01% 689
2025
Q2 		$404 Sell
11
-15
-58% -$557 ﹤0.01% 671
2025
Q1 		$991 Hold
26
– – ﹤0.01% 643
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

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 $544B AUM 28.31% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s OHI Position: Q1 2026 in Review

Legacy Wealth Management (Idaho) held its Omega Healthcare (OHI) position steady in Q1 2026 at 225 shares worth $9.86K. The position accounts for ﹤0.01% of the portfolio, ranked #488.

Legacy Wealth Management (Idaho) first reported a position in OHI in Q3 2024 and has held it in 7 quarters since. The position peaked at $9.98K in Q4 2025. 742 funds tracked by Wall St. Rank hold OHI as of Q1 2026.

  • Legacy Wealth Management (Idaho) held 225 shares of Omega Healthcare worth $9.86K as of Q1 2026.
  • Legacy Wealth Management (Idaho) left its Omega Healthcare share count unchanged in Q1 2026.
  • Omega Healthcare made up ﹤0.01% of Legacy Wealth Management (Idaho)'s portfolio in Q1 2026, its #488 holding.
  • Legacy Wealth Management (Idaho) first reported a position in Omega Healthcare in Q3 2024 and has held it in 7 quarters since.
  • Legacy Wealth Management (Idaho)'s Omega Healthcare position peaked at $9.98K in Q4 2025.
  • 742 funds tracked by Wall St. Rank held Omega Healthcare as of Q1 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q1 2026, filed 7 May 2026.