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Root Financial Partners’s Omega Healthcare OHI Stock Holding History

Root Financial Partners’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 		– Sell
-306
Closed -$13.4K – 2280
2026
Q1 		$13.4K Buy
306
+144
+89% +$6.57K ﹤0.01% 1544
2025
Q4 		$7.2K Buy
162
+42
+35% +$1.81K ﹤0.01% 1636
2025
Q3 		$5.09K Buy
+120
New +$4.84K ﹤0.01% 1716

Other funds holding OHI

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
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
CM
Columbus Macro New Castle, Pennsylvania $1.03B AUM 17.77% 1-Year Est. Return

Root Financial Partners's OHI Position: Q2 2026 in Review

Root Financial Partners sold out of Omega Healthcare (OHI) in Q2 2026, closing a stake of 306 shares — an estimated $13.4K sold.

Root Financial Partners first reported a position in OHI in Q3 2025 and held it in 3 quarters. The position peaked at $13.4K in Q1 2026. 283 funds tracked by Wall St. Rank hold OHI as of Q2 2026.

  • Root Financial Partners reported no remaining Omega Healthcare position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 306 Omega Healthcare shares in Q2 2026, an estimated $13.4K.
  • Root Financial Partners first reported a position in Omega Healthcare in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Omega Healthcare position peaked at $13.4K in Q1 2026.
  • 283 funds tracked by Wall St. Rank held Omega Healthcare as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.