Lido Advisors’s Omega Healthcare OHI Stock Holding History

Lido Advisors’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	$311K	Sell	6,517 -1,309	-17%	-$60.7K	﹤0.01%	1736
2026 Q1	$343K	Sell	7,826 -7,752	-50%	-$354K	﹤0.01%	1496
2025 Q4	$660K	Buy	15,578 +693	+5%	+$29.9K	﹤0.01%	1187
2025 Q3	$628K	Buy	14,885 +6,860	+85%	+$277K	﹤0.01%	1144
2025 Q2	$294K	Buy	8,025 +68	+0.9%	+$2.52K	﹤0.01%	1353
2025 Q1	$303K	Buy	7,957 +25	+0.3%	+$930	﹤0.01%	1210
2024 Q4	$300K	Buy	+7,932	New	+$317K	﹤0.01%	1211
2018 Q2	–	Sell	-20,000	Closed	-$540K	–	439
2018 Q1	$540K	Sell	20,000 -306	-2%	-$8.16K	0.07%	172
2017 Q4	$559K	Sell	20,306 -7,935	-28%	-$229K	0.08%	139
2017 Q3	$815K	Buy	28,241 +13,241	+88%	+$424K	0.13%	95
2017 Q2	$495K	Buy	+15,000	New	+$496K	0.1%	117

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

Lido Advisors's OHI Position: Q2 2026 in Review

Lido Advisors reduced its Omega Healthcare (OHI) stake by 17% in Q2 2026, selling an estimated $60.7K and leaving 6,517 shares worth $311K. The position accounts for ﹤0.01% of the portfolio, ranked #1736.

Lido Advisors first reported a position in OHI in Q2 2017 and has held it in 11 quarters since. The position peaked at $815K in Q3 2017. 761 funds tracked by Wall St. Rank hold OHI as of Q2 2026.

Lido Advisors held 6,517 shares of Omega Healthcare worth $311K as of Q2 2026.
Lido Advisors sold 1,309 Omega Healthcare shares in Q2 2026, an estimated $60.7K.
Omega Healthcare made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #1736 holding.
Lido Advisors first reported a position in Omega Healthcare in Q2 2017 and has held it in 11 quarters since.
Lido Advisors's Omega Healthcare position peaked at $815K in Q3 2017.
761 funds tracked by Wall St. Rank held Omega Healthcare as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.