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Sculati Wealth Management’s Omega Healthcare OHI Stock Holding History

Sculati Wealth Management’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 		$2.32M Sell
53,046
-1,315
-2% -$60K 0.86% 35
2025
Q4 		$2.41M Sell
54,361
-396
-0.7% -$17.1K 0.85% 38
2025
Q3 		$2.31M Sell
54,757
-367
-0.7% -$14.8K 0.82% 38
2025
Q2 		$2.02M Sell
55,124
-1,693
-3% -$62.9K 0.76% 44
2025
Q1 		$2.16M Buy
56,817
+1,708
+3% +$63.5K 0.87% 34
2024
Q4 		$2.09M Sell
55,109
-1,504
-3% -$60.1K 0.82% 39
2024
Q3 		$2.3M Sell
56,613
-549
-1% -$20.8K 0.92% 29
2024
Q2 		$1.96M Buy
57,162
+980
+2% +$30.9K 0.84% 42
2024
Q1 		$1.78M Buy
56,182
+1,454
+3% +$44.2K 0.77% 45
2023
Q4 		$1.68M Sell
54,728
-1,935
-3% -$62.1K 0.78% 44
2023
Q3 		$1.88M Buy
56,663
+1,462
+3% +$46.7K 0.96% 34
2023
Q2 		$1.69M Buy
55,201
+40
+0.1% +$1.16K 0.85% 38
2023
Q1 		$1.51M Buy
55,161
+3,763
+7% +$105K 0.8% 44
2022
Q4 		$1.44M Buy
51,398
+3,553
+7% +$107K 0.81% 43
2022
Q3 		$1.41M Buy
47,845
+1,495
+3% +$46.9K 0.83% 44
2022
Q2 		$1.31M Buy
46,350
+3,895
+9% +$111K 0.75% 50
2022
Q1 		$1.32M Buy
42,455
+4,908
+13% +$145K 0.65% 54
2021
Q4 		$1.11M Buy
37,547
+3,465
+10% +$101K 0.54% 62
2021
Q3 		$1.02M Buy
34,082
+1,920
+6% +$66.1K 0.54% 59
2021
Q2 		$1.17M Buy
32,162
+1,024
+3% +$38K 0.62% 49
2021
Q1 		$1.14M Buy
31,138
+4,805
+18% +$177K 0.66% 48
2020
Q4 		$956K Buy
26,333
+999
+4% +$33.9K 0.63% 45
2020
Q3 		$758K Buy
25,334
+668
+3% +$20.9K 0.57% 46
2020
Q2 		$733K Buy
24,666
+4,240
+21% +$126K 0.62% 46
2020
Q1 		$542K Buy
20,426
+14,920
+271% +$566K 0.6% 47
2019
Q4 		$233K Buy
+5,506
New +$233K 0.21% 82

Other funds holding OHI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Sculati Wealth Management's OHI Position: Q1 2026 in Review

Sculati Wealth Management reduced its Omega Healthcare (OHI) stake by 2.4% in Q1 2026, selling an estimated $60K and leaving 53,046 shares worth $2.32M. The position accounts for 0.86% of the portfolio, ranked #35.

Sculati Wealth Management first reported a position in OHI in Q4 2019 and has held it in 26 quarters since. The position peaked at $2.41M in Q4 2025. 740 funds tracked by Wall St. Rank hold OHI as of Q1 2026.

  • Sculati Wealth Management held 53,046 shares of Omega Healthcare worth $2.32M as of Q1 2026.
  • Sculati Wealth Management sold 1,315 Omega Healthcare shares in Q1 2026, an estimated $60K.
  • Omega Healthcare made up 0.86% of Sculati Wealth Management's portfolio in Q1 2026, its #35 holding.
  • Sculati Wealth Management first reported a position in Omega Healthcare in Q4 2019 and has held it in 26 quarters since.
  • Sculati Wealth Management's Omega Healthcare position peaked at $2.41M in Q4 2025.
  • 740 funds tracked by Wall St. Rank held Omega Healthcare as of Q1 2026.

Based on Sculati Wealth Management's 13F filing for Q1 2026, filed 9 Apr 2026.