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Maridea Wealth Management’s Omega Healthcare OHI Stock Holding History

Maridea 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
2026
Q2 		$748K Buy
15,688
+1,171
+8% +$54.3K 0.08% 232
2026
Q1 		$636K Sell
14,517
-1,175
-7% -$53.6K 0.09% 215
2025
Q4 		$696K Sell
15,692
-2,816
-15% -$121K 0.1% 192
2025
Q3 		$760K Sell
18,508
-638
-3% -$25.7K 0.12% 168
2025
Q2 		$702K Buy
19,146
+329
+2% +$12.2K 0.18% 109
2025
Q1 		$717K Sell
18,817
-12
-0.1% -$446 0.23% 79
2024
Q4 		$713K Buy
+18,829
New +$752K 0.23% 73

Other funds holding OHI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Maridea Wealth Management's OHI Position: Q2 2026 in Review

Maridea Wealth Management increased its Omega Healthcare (OHI) stake by 8.1% in Q2 2026, buying an estimated $54.3K and bringing the position to 15,688 shares worth $748K. The position accounts for 0.08% of the portfolio, ranked #232.

Maridea Wealth Management first reported a position in OHI in Q4 2024 and has held it in 7 quarters since. The position peaked at $760K in Q3 2025. 761 funds tracked by Wall St. Rank hold OHI as of Q2 2026.

  • Maridea Wealth Management held 15,688 shares of Omega Healthcare worth $748K as of Q2 2026.
  • Maridea Wealth Management bought 1,171 Omega Healthcare shares in Q2 2026, an estimated $54.3K.
  • Omega Healthcare made up 0.08% of Maridea Wealth Management's portfolio in Q2 2026, its #232 holding.
  • Maridea Wealth Management first reported a position in Omega Healthcare in Q4 2024 and has held it in 7 quarters since.
  • Maridea Wealth Management's Omega Healthcare position peaked at $760K in Q3 2025.
  • 761 funds tracked by Wall St. Rank held Omega Healthcare as of Q2 2026.

Based on Maridea Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.