Plan Group Financial
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Plan Group Financial’s Omega Healthcare OHI Stock Holding History

Plan Group Financial’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
Q3 		$3.84M Buy
84,333
+11,848
+16% +$568K 0.75% 38
2026
Q2 		$3.46M Buy
72,485
+8,417
+13% +$390K 0.71% 45
2026
Q1 		$2.81M Buy
64,068
+5,924
+10% +$270K 0.66% 51
2025
Q4 		$2.58M Buy
58,144
+4,414
+8% +$190K 0.67% 41
2025
Q3 		$2.27M Buy
53,730
+9,173
+21% +$370K 0.61% 56
2025
Q2 		$1.63M Buy
44,557
+6,264
+16% +$233K 0.54% 63
2025
Q1 		$1.46M Buy
38,293
+12,297
+47% +$457K 0.52% 52
2024
Q4 		$984K Buy
25,996
+2,838
+12% +$113K 0.52% 45
2024
Q3 		$943K Buy
23,158
+2,167
+10% +$82K 0.5% 45
2024
Q2 		$719K Buy
20,991
+11,177
+114% +$352K 0.44% 52
2024
Q1 		$311K Buy
+9,814
New +$298K 0.2% 69

Other funds holding OHI

Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Arbejdsmarkedets Tillaegspension
Arbejdsmarkedets Tillaegspension Hilleroed $3.93B AUM 7.98% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Columbus Macro
Columbus Macro New Castle, Pennsylvania $1.03B AUM 10.45% 1-Year Est. Return
Goelzer Investment Management
Goelzer Investment Management Carmel, Indiana $2.28B AUM 31.27% 1-Year Est. Return
Sound Income Strategies
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Plan Group Financial's OHI Position: Q3 2026 in Review

Plan Group Financial increased its Omega Healthcare (OHI) stake by 16% in Q3 2026, buying an estimated $568K and bringing the position to 84,333 shares worth $3.84M. The position accounts for 0.75% of the portfolio, ranked #38.

Plan Group Financial first reported a position in OHI in Q1 2024 and has held it in 11 quarters since. 278 funds tracked by Wall St. Rank hold OHI as of Q3 2026.

  • Plan Group Financial held 84,333 shares of Omega Healthcare worth $3.84M as of Q3 2026.
  • Plan Group Financial bought 11,848 Omega Healthcare shares in Q3 2026, an estimated $568K.
  • Omega Healthcare made up 0.75% of Plan Group Financial's portfolio in Q3 2026, its #38 holding.
  • Plan Group Financial first reported a position in Omega Healthcare in Q1 2024 and has held it in 11 quarters since.
  • 278 funds tracked by Wall St. Rank held Omega Healthcare as of Q3 2026.

Based on Plan Group Financial's 13F filing for Q3 2026, filed 22 Oct 2026.