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Sagespring Wealth Partners’s Omega Healthcare OHI Stock Holding History

Sagespring Wealth 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 		$327K Buy
6,852
+1,243
+22% +$57.6K 0.01% 656
2026
Q1 		$246K Sell
5,609
-464
-8% -$21.2K ﹤0.01% 723
2025
Q4 		$269K Buy
+6,073
New +$262K ﹤0.01% 658
2025
Q1 		– Sell
-5,436
Closed -$206K – 686
2024
Q4 		$206K Buy
+5,436
New +$217K 0.01% 584

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

Sagespring Wealth Partners's OHI Position: Q2 2026 in Review

Sagespring Wealth Partners increased its Omega Healthcare (OHI) stake by 22% in Q2 2026, buying an estimated $57.6K and bringing the position to 6,852 shares worth $327K. The position accounts for 0.01% of the portfolio, ranked #656.

Sagespring Wealth Partners first reported a position in OHI in Q4 2024 and has held it in 4 quarters since. 442 funds tracked by Wall St. Rank hold OHI as of Q2 2026.

  • Sagespring Wealth Partners held 6,852 shares of Omega Healthcare worth $327K as of Q2 2026.
  • Sagespring Wealth Partners bought 1,243 Omega Healthcare shares in Q2 2026, an estimated $57.6K.
  • Omega Healthcare made up 0.01% of Sagespring Wealth Partners's portfolio in Q2 2026, its #656 holding.
  • Sagespring Wealth Partners first reported a position in Omega Healthcare in Q4 2024 and has held it in 4 quarters since.
  • 442 funds tracked by Wall St. Rank held Omega Healthcare as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.