Measured Wealth Private Client Group’s Omega Healthcare OHI Stock Holding History

Measured Wealth Private Client Group’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	$1.19M	Buy	27,236 +14,033	+106%	+$640K	0.33%	44
2025 Q4	$585K	Buy	13,203 +2,951	+29%	+$127K	0.15%	89
2025 Q3	$433K	Buy	10,252 +468	+5%	+$18.9K	0.12%	109
2025 Q2	$359K	Buy	+9,784	New	+$363K	0.11%	126
2024 Q4	–	Sell	-4,922	Closed	-$200K	–	193
2024 Q3	$200K	Buy	+4,922	New	+$186K	0.07%	178
2018 Q4	–	Sell	-1,415	Closed	-$46K	–	499
2018 Q3	$46K	Buy	+1,415	New	+$45K	0.03%	376

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

Measured Wealth Private Client Group's OHI Position: Q1 2026 in Review

Measured Wealth Private Client Group increased its Omega Healthcare (OHI) stake by 106% in Q1 2026, buying an estimated $640K and bringing the position to 27,236 shares worth $1.19M. The position accounts for 0.33% of the portfolio, ranked #44.

Measured Wealth Private Client Group first reported a position in OHI in Q3 2018 and has held it in 6 quarters since. 740 funds tracked by Wall St. Rank hold OHI as of Q1 2026.

Measured Wealth Private Client Group held 27,236 shares of Omega Healthcare worth $1.19M as of Q1 2026.
Measured Wealth Private Client Group bought 14,033 Omega Healthcare shares in Q1 2026, an estimated $640K.
Omega Healthcare made up 0.33% of Measured Wealth Private Client Group's portfolio in Q1 2026, its #44 holding.
Measured Wealth Private Client Group first reported a position in Omega Healthcare in Q3 2018 and has held it in 6 quarters since.
740 funds tracked by Wall St. Rank held Omega Healthcare as of Q1 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q1 2026, filed 13 May 2026.