Root Financial Partners
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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
Q3 		$13.4K Buy
+290
New +$13.9K ﹤0.01% 1761
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

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
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
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Root Financial Partners's OHI Position: Q3 2026 in Review

Root Financial Partners opened a new position in Omega Healthcare (OHI) in Q3 2026: 290 shares worth $13.4K. The stake represents ﹤0.01% of the portfolio and ranks #1761 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in OHI as recently as Q1 2026.

Root Financial Partners first reported a position in OHI in Q3 2025 and has held it in 4 quarters since. 651 funds tracked by Wall St. Rank hold OHI as of Q3 2026.

  • Root Financial Partners held 290 shares of Omega Healthcare worth $13.4K as of Q3 2026.
  • Omega Healthcare was a new Root Financial Partners position in Q3 2026.
  • Omega Healthcare made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1761 holding.
  • Root Financial Partners first reported a position in Omega Healthcare in Q3 2025 and has held it in 4 quarters since.
  • 651 funds tracked by Wall St. Rank held Omega Healthcare as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.