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Pinnacle Wealth Planning Services’s Omega Healthcare OHI Stock Holding History

Pinnacle Wealth Planning Services’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 		$124K Buy
2,830
+32
+1% +$1.46K 0.01% 686
2025
Q4 		$124K Buy
+2,798
New +$121K 0.01% 675
2021
Q1 		– Sell
-52
Closed -$2K – 1436
2020
Q4 		$2K Buy
+52
New +$1.76K ﹤0.01% 1958

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

Pinnacle Wealth Planning Services's OHI Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its Omega Healthcare (OHI) stake by 1.1% in Q1 2026, buying an estimated $1.46K and bringing the position to 2,830 shares worth $124K. The position accounts for 0.01% of the portfolio, ranked #686.

Pinnacle Wealth Planning Services first reported a position in OHI in Q4 2020 and has held it in 3 quarters since. The position peaked at $124K in Q4 2025. 742 funds tracked by Wall St. Rank hold OHI as of Q1 2026.

  • Pinnacle Wealth Planning Services held 2,830 shares of Omega Healthcare worth $124K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 32 Omega Healthcare shares in Q1 2026, an estimated $1.46K.
  • Omega Healthcare made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #686 holding.
  • Pinnacle Wealth Planning Services first reported a position in Omega Healthcare in Q4 2020 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's Omega Healthcare position peaked at $124K in Q4 2025.
  • 742 funds tracked by Wall St. Rank held Omega Healthcare as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.