Lido Advisors
OHI icon

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
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 – 441
2018
Q1 		$540K Sell
20,000
-306
-2% -$8.16K 0.09% 172
2017
Q4 		$559K Sell
20,306
-7,935
-28% -$229K 0.09% 139
2017
Q3 		$815K Buy
28,241
+13,241
+88% +$424K 0.14% 95
2017
Q2 		$495K Buy
+15,000
New +$496K 0.1% 117

Other funds holding OHI

BlackRock
BlackRock New York $5.7T 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 $653B AUM 32.41% 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