MYIA
OHI icon

Mount Yale Investment Advisors’s Omega Healthcare OHI Stock Holding History

Mount Yale Investment 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
2025
Q3 		– Sell
-1,715
Closed -$62.9K – 1294
2025
Q2 		$62.9K Buy
+1,715
New +$63.7K ﹤0.01% 756

Other funds holding OHI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $1.02T AUM 30.18% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Mount Yale Investment Advisors's OHI Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of Omega Healthcare (OHI) in Q3 2025, closing a stake of 1,715 shares — an estimated $62.9K sold.

Mount Yale Investment Advisors first reported a position in OHI in Q2 2025 and held it in 1 quarter. The position peaked at $62.9K in Q2 2025. 681 funds tracked by Wall St. Rank hold OHI as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining Omega Healthcare position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 1,715 Omega Healthcare shares in Q3 2025, an estimated $62.9K.
  • Mount Yale Investment Advisors first reported a position in Omega Healthcare in Q2 2025 and held it in 1 quarter.
  • Mount Yale Investment Advisors's Omega Healthcare position peaked at $62.9K in Q2 2025.
  • 681 funds tracked by Wall St. Rank held Omega Healthcare as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.