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Prestige Wealth Management Group’s Omega Healthcare OHI Stock Holding History

Prestige Wealth Management Group’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 		$16.8K Buy
352
+5
+1% +$232 ﹤0.01% 370
2026
Q1 		$15.2K Buy
347
+3
+0.9% +$137 ﹤0.01% 371
2025
Q4 		$15.3K Hold
344
– – ﹤0.01% 381
2025
Q3 		$14.5K Hold
344
– – ﹤0.01% 392
2025
Q2 		$12.6K Hold
344
– – ﹤0.01% 402
2025
Q1 		$13.1K Hold
344
– – ﹤0.01% 402
2024
Q4 		$13K Hold
344
– – ﹤0.01% 421
2024
Q3 		$14K Hold
344
– – ﹤0.01% 396
2024
Q2 		$11.8K Hold
344
– – ﹤0.01% 383
2024
Q1 		$10.9K Hold
344
– – ﹤0.01% 429
2023
Q4 		$10.5K Sell
344
-73
-18% -$2.34K ﹤0.01% 440
2023
Q3 		$13.8K Sell
417
-96
-19% -$3.07K ﹤0.01% 381
2023
Q2 		$15.7K Hold
513
– – ﹤0.01% 389
2023
Q1 		$14.1K Hold
513
– – ﹤0.01% 381
2022
Q4 		$14.3K Hold
513
– – ﹤0.01% 396
2022
Q3 		$15K Hold
513
– – ﹤0.01% 364
2022
Q2 		$14K Hold
513
– – ﹤0.01% 389
2022
Q1 		$16K Hold
513
– – ﹤0.01% 385
2021
Q4 		$15K Hold
513
– – ﹤0.01% 422
2021
Q3 		$15K Buy
513
+169
+49% +$5.82K ﹤0.01% 415
2021
Q2 		$13K Sell
344
-169
-33% -$6.28K ﹤0.01% 432
2021
Q1 		$19K Hold
513
– – 0.01% 371
2020
Q4 		$19K Hold
513
– – 0.01% 365
2020
Q3 		$15K Hold
513
– – ﹤0.01% 385
2020
Q2 		$15K Hold
513
– – 0.01% 376
2020
Q1 		$13K Buy
513
+213
+71% +$8.08K 0.01% 339
2019
Q4 		$13K Hold
300
– – 0.01% 327
2019
Q3 		$13K Buy
+300
New +$11.7K 0.01% 317
2019
Q2 		– Hold
0
– – – 319
2019
Q1 		– Sell
-415
Closed -$15.4K – 327
2018
Q4 		$15K Buy
+415
New +$14.4K 0.01% 365

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

Prestige Wealth Management Group's OHI Position: Q2 2026 in Review

Prestige Wealth Management Group increased its Omega Healthcare (OHI) stake by 1.4% in Q2 2026, buying an estimated $232 and bringing the position to 352 shares worth $16.8K. The position accounts for ﹤0.01% of the portfolio, ranked #370.

Prestige Wealth Management Group first reported a position in OHI in Q4 2018 and has held it in 29 quarters since. The position peaked at $19K in Q1 2021. 761 funds tracked by Wall St. Rank hold OHI as of Q2 2026.

  • Prestige Wealth Management Group held 352 shares of Omega Healthcare worth $16.8K as of Q2 2026.
  • Prestige Wealth Management Group bought 5 Omega Healthcare shares in Q2 2026, an estimated $232.
  • Omega Healthcare made up ﹤0.01% of Prestige Wealth Management Group's portfolio in Q2 2026, its #370 holding.
  • Prestige Wealth Management Group first reported a position in Omega Healthcare in Q4 2018 and has held it in 29 quarters since.
  • Prestige Wealth Management Group's Omega Healthcare position peaked at $19K in Q1 2021.
  • 761 funds tracked by Wall St. Rank held Omega Healthcare as of Q2 2026.

Based on Prestige Wealth Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.