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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
Q2 		$2.58M Sell
51,317
-1,729
-3% -$80.1K 0.86% 37
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Sculati Wealth Management's OHI Position: Q2 2026 in Review

Sculati Wealth Management reduced its Omega Healthcare (OHI) stake by 3.3% in Q2 2026, selling an estimated $80.1K and leaving 51,317 shares worth $2.58M. The position accounts for 0.86% of the portfolio, ranked #37.

Sculati Wealth Management first reported a position in OHI in Q4 2019 and has held it in 27 quarters since. 761 funds tracked by Wall St. Rank hold OHI as of Q2 2026.

  • Sculati Wealth Management held 51,317 shares of Omega Healthcare worth $2.58M as of Q2 2026.
  • Sculati Wealth Management sold 1,729 Omega Healthcare shares in Q2 2026, an estimated $80.1K.
  • Omega Healthcare made up 0.86% of Sculati Wealth Management's portfolio in Q2 2026, its #37 holding.
  • Sculati Wealth Management first reported a position in Omega Healthcare in Q4 2019 and has held it in 27 quarters since.
  • 761 funds tracked by Wall St. Rank held Omega Healthcare as of Q2 2026.

Based on Sculati Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.