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Rise Advisors’s Omega Healthcare OHI Stock Holding History

Rise 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
2025
Q4 		– Sell
-483
Closed -$20.4K – 1019
2025
Q3 		$20.4K Buy
483
+21
+5% +$847 0.01% 561
2025
Q2 		$16.9K Buy
462
+8
+2% +$297 0.01% 638
2025
Q1 		$17.3K Sell
454
-235
-34% -$8.74K 0.01% 597
2024
Q4 		$26.1K Buy
689
+11
+2% +$440 0.01% 475
2024
Q3 		$27.6K Buy
678
+12
+2% +$454 0.01% 455
2024
Q2 		$22.8K Buy
666
+14
+2% +$441 0.01% 540
2024
Q1 		$20.6K Buy
+652
New +$19.8K 0.01% 629

Other funds holding OHI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Rise Advisors's OHI Position: Q4 2025 in Review

Rise Advisors sold out of Omega Healthcare (OHI) in Q4 2025, closing a stake of 483 shares — an estimated $20.4K sold.

Rise Advisors first reported a position in OHI in Q1 2024 and held it in 7 quarters. The position peaked at $27.6K in Q3 2024. 724 funds tracked by Wall St. Rank hold OHI as of Q4 2025.

  • Rise Advisors reported no remaining Omega Healthcare position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 483 Omega Healthcare shares in Q4 2025, an estimated $20.4K.
  • Rise Advisors first reported a position in Omega Healthcare in Q1 2024 and held it in 7 quarters.
  • Rise Advisors's Omega Healthcare position peaked at $27.6K in Q3 2024.
  • 724 funds tracked by Wall St. Rank held Omega Healthcare as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.