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Physician Wealth Advisors’s Omega Healthcare OHI Stock Holding History

Physician Wealth 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
2026
Q2 		$525 Sell
11
-63
-85% -$2.92K ﹤0.01% 2104
2026
Q1 		$3.24K Buy
74
+34
+85% +$1.55K ﹤0.01% 1151
2025
Q4 		$1.77K Buy
40
+5
+14% +$215 ﹤0.01% 1343
2025
Q3 		$1.48K Buy
+35
New +$1.41K ﹤0.01% 1350

Other funds holding OHI

AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
GIM
Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
BMCM
Burns Matteson Capital Management Corning, New York $320M AUM 71.11% 1-Year Est. Return

Physician Wealth Advisors's OHI Position: Q2 2026 in Review

Physician Wealth Advisors reduced its Omega Healthcare (OHI) stake by 85% in Q2 2026, selling an estimated $2.92K and leaving 11 shares worth $525. The position accounts for ﹤0.01% of the portfolio, ranked #2104.

Physician Wealth Advisors first reported a position in OHI in Q3 2025 and has held it in 4 quarters since. The position peaked at $3.24K in Q1 2026. 135 funds tracked by Wall St. Rank hold OHI as of Q2 2026.

  • Physician Wealth Advisors held 11 shares of Omega Healthcare worth $525 as of Q2 2026.
  • Physician Wealth Advisors sold 63 Omega Healthcare shares in Q2 2026, an estimated $2.92K.
  • Omega Healthcare made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #2104 holding.
  • Physician Wealth Advisors first reported a position in Omega Healthcare in Q3 2025 and has held it in 4 quarters since.
  • Physician Wealth Advisors's Omega Healthcare position peaked at $3.24K in Q1 2026.
  • 135 funds tracked by Wall St. Rank held Omega Healthcare as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.