SageView Advisory Group’s Omega Healthcare OHI Stock Holding History

SageView Advisory 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 Q1	–	Sell	-1,783	Closed	-$79.1K	–	1837
2025 Q4	$79.1K	Buy	+1,783	New	+$76.8K	﹤0.01%	909

Other funds holding OHI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

SageView Advisory Group's OHI Position: Q1 2026 in Review

SageView Advisory Group sold out of Omega Healthcare (OHI) in Q1 2026, closing a stake of 1,783 shares — an estimated $79.1K sold.

SageView Advisory Group first reported a position in OHI in Q4 2025 and held it in 1 quarter. The position peaked at $79.1K in Q4 2025. 750 funds tracked by Wall St. Rank hold OHI as of Q1 2026.

SageView Advisory Group reported no remaining Omega Healthcare position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 1,783 Omega Healthcare shares in Q1 2026, an estimated $79.1K.
SageView Advisory Group first reported a position in Omega Healthcare in Q4 2025 and held it in 1 quarter.
SageView Advisory Group's Omega Healthcare position peaked at $79.1K in Q4 2025.
750 funds tracked by Wall St. Rank held Omega Healthcare as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.