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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Maridea Wealth Management's OHI Position: Q1 2026 in Review

Maridea Wealth Management reduced its Omega Healthcare (OHI) stake by 7.5% in Q1 2026, selling an estimated $53.6K and leaving 14,517 shares worth $636K. The position accounts for 0.09% of the portfolio, ranked #215.

Maridea Wealth Management first reported a position in OHI in Q4 2024 and has held it in 6 quarters since. The position peaked at $760K in Q3 2025. 740 funds tracked by Wall St. Rank hold OHI as of Q1 2026.

Maridea Wealth Management held 14,517 shares of Omega Healthcare worth $636K as of Q1 2026.
Maridea Wealth Management sold 1,175 Omega Healthcare shares in Q1 2026, an estimated $53.6K.
Omega Healthcare made up 0.09% of Maridea Wealth Management's portfolio in Q1 2026, its #215 holding.
Maridea Wealth Management first reported a position in Omega Healthcare in Q4 2024 and has held it in 6 quarters since.
Maridea Wealth Management's Omega Healthcare position peaked at $760K in Q3 2025.
740 funds tracked by Wall St. Rank held Omega Healthcare as of Q1 2026.

Based on Maridea Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.