Prospera Financial Services
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Prospera Financial Services’s Omega Healthcare OHI Stock Holding History

Prospera Financial 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
Q3 		$1.27M Buy
27,067
+6,615
+32% +$317K 0.02% 743
2026
Q2 		$976K Sell
20,452
-4,209
-17% -$195K 0.01% 778
2026
Q1 		$1.08M Buy
24,661
+2,205
+10% +$101K 0.02% 678
2025
Q4 		$996K Sell
22,456
-394
-2% -$17K 0.02% 672
2025
Q3 		$965K Sell
22,850
-996
-4% -$40.2K 0.02% 694
2025
Q2 		$875K Buy
23,846
+16,164
+210% +$600K 0.02% 704
2025
Q1 		$293K Buy
7,682
+123
+2% +$4.58K 0.01% 996
2024
Q4 		$286K Buy
7,559
+151
+2% +$6.03K 0.01% 950
2024
Q3 		$302K Sell
7,408
-17
-0.2% -$643 0.01% 918
2024
Q2 		$254K Buy
+7,425
New +$234K 0.01% 981
2022
Q3 		– Sell
-90
Closed -$3K – 1359
2022
Q2 		$3K Sell
90
-1,620
-95% -$46.1K ﹤0.01% 1521
2022
Q1 		$53K Sell
1,710
-59,162
-97% -$1.74M ﹤0.01% 1357
2021
Q4 		$1.8M Buy
+60,872
New +$1.78M 0.08% 287
2020
Q4 		– Sell
-1,244
Closed -$37K – 1277
2020
Q3 		$37K Buy
+1,244
New +$38.8K 0.01% 720
2017
Q4 		– Sell
-18,425
Closed -$585K – 431
2017
Q3 		$585K Buy
18,425
+2,346
+15% +$75.2K 0.09% 211
2017
Q2 		$525K Buy
16,079
+2,651
+20% +$87.7K 0.08% 211
2017
Q1 		$447K Buy
+13,428
New +$431K 0.08% 203

Other funds holding OHI

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 31.32% 1-Year Est. Return

Prospera Financial Services's OHI Position: Q3 2026 in Review

Prospera Financial Services increased its Omega Healthcare (OHI) stake by 32% in Q3 2026, buying an estimated $317K and bringing the position to 27,067 shares worth $1.27M. The position accounts for 0.02% of the portfolio, ranked #743.

Prospera Financial Services first reported a position in OHI in Q1 2017 and has held it in 17 quarters since. The position peaked at $1.8M in Q4 2021. 471 funds tracked by Wall St. Rank hold OHI as of Q3 2026.

  • Prospera Financial Services held 27,067 shares of Omega Healthcare worth $1.27M as of Q3 2026.
  • Prospera Financial Services bought 6,615 Omega Healthcare shares in Q3 2026, an estimated $317K.
  • Omega Healthcare made up 0.02% of Prospera Financial Services's portfolio in Q3 2026, its #743 holding.
  • Prospera Financial Services first reported a position in Omega Healthcare in Q1 2017 and has held it in 17 quarters since.
  • Prospera Financial Services's Omega Healthcare position peaked at $1.8M in Q4 2021.
  • 471 funds tracked by Wall St. Rank held Omega Healthcare as of Q3 2026.

Based on Prospera Financial Services's 13F filing for Q3 2026, filed 4 Nov 2026.