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Planning Strategies’s Omega Healthcare OHI Stock Holding History

Planning Strategies’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 		$954 Buy
+20
New +$927 ﹤0.01% 747

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

Planning Strategies's OHI Position: Q2 2026 in Review

Planning Strategies opened a new position in Omega Healthcare (OHI) in Q2 2026: 20 shares worth $954. The stake represents ﹤0.01% of the portfolio and ranks #747 among its holdings.

716 funds tracked by Wall St. Rank hold OHI as of Q2 2026.

  • Planning Strategies held 20 shares of Omega Healthcare worth $954 as of Q2 2026.
  • Omega Healthcare was a new Planning Strategies position in Q2 2026.
  • Omega Healthcare made up ﹤0.01% of Planning Strategies's portfolio in Q2 2026, its #747 holding.
  • 716 funds tracked by Wall St. Rank held Omega Healthcare as of Q2 2026.

Based on Planning Strategies's 13F filing for Q2 2026, filed 27 Jul 2026.