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Retirement Wealth Solutions’s Omega Healthcare OHI Stock Holding History

Retirement Wealth Solutions’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 		$1.86K Sell
39
-9
-19% -$417 ﹤0.01% 539
2026
Q1 		$2.1K Sell
48
-4
-8% -$183 ﹤0.01% 487
2025
Q4 		$2.31K Buy
52
+12
+30% +$517 ﹤0.01% 433
2025
Q3 		$1.69K Buy
+40
New +$1.61K ﹤0.01% 463

Other funds holding OHI

AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
GIM
Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
SOAMC
Spirit of America Management Corp Syosset, New York $530M AUM 36.47% 1-Year Est. Return
PDN
Pensionfund DSM Netherlands Sittard, Netherlands $194M AUM 19.57% 1-Year Est. Return

Retirement Wealth Solutions's OHI Position: Q2 2026 in Review

Retirement Wealth Solutions reduced its Omega Healthcare (OHI) stake by 19% in Q2 2026, selling an estimated $417 and leaving 39 shares worth $1.86K. The position accounts for ﹤0.01% of the portfolio, ranked #539.

Retirement Wealth Solutions first reported a position in OHI in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.31K in Q4 2025. 93 funds tracked by Wall St. Rank hold OHI as of Q2 2026.

  • Retirement Wealth Solutions held 39 shares of Omega Healthcare worth $1.86K as of Q2 2026.
  • Retirement Wealth Solutions sold 9 Omega Healthcare shares in Q2 2026, an estimated $417.
  • Omega Healthcare made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q2 2026, its #539 holding.
  • Retirement Wealth Solutions first reported a position in Omega Healthcare in Q3 2025 and has held it in 4 quarters since.
  • Retirement Wealth Solutions's Omega Healthcare position peaked at $2.31K in Q4 2025.
  • 93 funds tracked by Wall St. Rank held Omega Healthcare as of Q2 2026.

Based on Retirement Wealth Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.