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Naviter Wealth’s Omega Healthcare OHI Stock Holding History

Naviter Wealth’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 		$340K Buy
+7,769
New +$355K 0.04% 225

Other funds holding OHI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 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

Naviter Wealth's OHI Position: Q1 2026 in Review

Naviter Wealth opened a new position in Omega Healthcare (OHI) in Q1 2026: 7,769 shares worth $340K. The stake represents 0.04% of the portfolio and ranks #225 among its holdings.

743 funds tracked by Wall St. Rank hold OHI as of Q1 2026.

  • Naviter Wealth held 7,769 shares of Omega Healthcare worth $340K as of Q1 2026.
  • Omega Healthcare was a new Naviter Wealth position in Q1 2026.
  • Omega Healthcare made up 0.04% of Naviter Wealth's portfolio in Q1 2026, its #225 holding.
  • 743 funds tracked by Wall St. Rank held Omega Healthcare as of Q1 2026.

Based on Naviter Wealth's 13F filing for Q1 2026, filed 10 Apr 2026.