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SageGuard Financial Group’s Omega Healthcare OHI Stock Holding History

SageGuard Financial Group’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 		$1.49M Sell
31,333
-4,277
-12% -$198K 0.21% 94
2026
Q1 		$1.56M Sell
35,610
-2,375
-6% -$108K 0.24% 83
2025
Q4 		$1.68M Buy
+37,985
New +$1.64M 0.27% 68

Other funds holding OHI

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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SageGuard Financial Group's OHI Position: Q2 2026 in Review

SageGuard Financial Group reduced its Omega Healthcare (OHI) stake by 12% in Q2 2026, selling an estimated $198K and leaving 31,333 shares worth $1.49M. The position accounts for 0.21% of the portfolio, ranked #94.

SageGuard Financial Group first reported a position in OHI in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.68M in Q4 2025. 405 funds tracked by Wall St. Rank hold OHI as of Q2 2026.

  • SageGuard Financial Group held 31,333 shares of Omega Healthcare worth $1.49M as of Q2 2026.
  • SageGuard Financial Group sold 4,277 Omega Healthcare shares in Q2 2026, an estimated $198K.
  • Omega Healthcare made up 0.21% of SageGuard Financial Group's portfolio in Q2 2026, its #94 holding.
  • SageGuard Financial Group first reported a position in Omega Healthcare in Q4 2025 and has held it in 3 quarters since.
  • SageGuard Financial Group's Omega Healthcare position peaked at $1.68M in Q4 2025.
  • 405 funds tracked by Wall St. Rank held Omega Healthcare as of Q2 2026.

Based on SageGuard Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.