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ORG Wealth Partners’s Omega Healthcare OHI Stock Holding History

ORG Wealth Partners’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 		$15.4K Hold
324
– – ﹤0.01% 476
2026
Q1 		$14.2K Hold
324
– – ﹤0.01% 460
2025
Q4 		$14.4K Hold
324
– – ﹤0.01% 442
2025
Q3 		$13.7K Hold
324
– – ﹤0.01% 443
2025
Q2 		$11.9K Hold
324
– – ﹤0.01% 477
2025
Q1 		$12.3K Hold
324
– – ﹤0.01% 511
2024
Q4 		$12.3K Hold
324
– – ﹤0.01% 366
2024
Q3 		$13.2K Buy
+324
New +$12.3K ﹤0.01% 358

Other funds holding OHI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

ORG Wealth Partners's OHI Position: Q2 2026 in Review

ORG Wealth Partners held its Omega Healthcare (OHI) position steady in Q2 2026 at 324 shares worth $15.4K. The position accounts for ﹤0.01% of the portfolio, ranked #476.

ORG Wealth Partners first reported a position in OHI in Q3 2024 and has held it in 8 quarters since. 761 funds tracked by Wall St. Rank hold OHI as of Q2 2026.

  • ORG Wealth Partners held 324 shares of Omega Healthcare worth $15.4K as of Q2 2026.
  • ORG Wealth Partners left its Omega Healthcare share count unchanged in Q2 2026.
  • Omega Healthcare made up ﹤0.01% of ORG Wealth Partners's portfolio in Q2 2026, its #476 holding.
  • ORG Wealth Partners first reported a position in Omega Healthcare in Q3 2024 and has held it in 8 quarters since.
  • 761 funds tracked by Wall St. Rank held Omega Healthcare as of Q2 2026.

Based on ORG Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.