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 Q2	$1.39M	Buy	29,186 +1,950	+7%	+$90.4K	0.34%	49
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 $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

Measured Wealth Private Client Group's OHI Position: Q2 2026 in Review

Measured Wealth Private Client Group increased its Omega Healthcare (OHI) stake by 7.2% in Q2 2026, buying an estimated $90.4K and bringing the position to 29,186 shares worth $1.39M. The position accounts for 0.34% of the portfolio, ranked #49.

Measured Wealth Private Client Group first reported a position in OHI in Q3 2018 and has held it in 7 quarters since. 761 funds tracked by Wall St. Rank hold OHI as of Q2 2026.

Measured Wealth Private Client Group held 29,186 shares of Omega Healthcare worth $1.39M as of Q2 2026.
Measured Wealth Private Client Group bought 1,950 Omega Healthcare shares in Q2 2026, an estimated $90.4K.
Omega Healthcare made up 0.34% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #49 holding.
Measured Wealth Private Client Group first reported a position in Omega Healthcare in Q3 2018 and has held it in 7 quarters since.
761 funds tracked by Wall St. Rank held Omega Healthcare as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.