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Resurgent Financial Advisors’s Omega Healthcare OHI Stock Holding History

Resurgent Financial Advisors’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 		$308K Buy
+7,022
New +$320K 0.11% 202
2024
Q1 		– Sell
-735
Closed -$22.5K – 391
2023
Q4 		$22.5K Hold
735
– – 0.01% 470
2023
Q3 		$24.4K Hold
735
– – 0.02% 451
2023
Q2 		$22.6K Hold
735
– – 0.01% 479
2023
Q1 		$20.1K Sell
735
-223
-23% -$6.21K 0.01% 485
2022
Q4 		$26.8K Buy
+958
New +$28.9K 0.01% 563

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

Resurgent Financial Advisors's OHI Position: Q1 2026 in Review

Resurgent Financial Advisors opened a new position in Omega Healthcare (OHI) in Q1 2026: 7,022 shares worth $308K. The stake represents 0.11% of the portfolio and ranks #202 among its holdings. This is a return to the name: Resurgent Financial Advisors previously reported a position in OHI as recently as Q4 2023.

Resurgent Financial Advisors first reported a position in OHI in Q4 2022 and has held it in 6 quarters since. 742 funds tracked by Wall St. Rank hold OHI as of Q1 2026.

  • Resurgent Financial Advisors held 7,022 shares of Omega Healthcare worth $308K as of Q1 2026.
  • Omega Healthcare was a new Resurgent Financial Advisors position in Q1 2026.
  • Omega Healthcare made up 0.11% of Resurgent Financial Advisors's portfolio in Q1 2026, its #202 holding.
  • Resurgent Financial Advisors first reported a position in Omega Healthcare in Q4 2022 and has held it in 6 quarters since.
  • 742 funds tracked by Wall St. Rank held Omega Healthcare as of Q1 2026.

Based on Resurgent Financial Advisors's 13F filing for Q1 2026, filed 13 May 2026.