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Sequoia Financial Advisors’s Omega Healthcare OHI Stock Holding History

Sequoia Financial Advisors’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 		$1.15M Sell
24,113
-1,617
-6% -$74.9K 0.01% 882
2026
Q1 		$1.13M Sell
25,730
-691
-3% -$31.5K 0.01% 841
2025
Q4 		$1.17M Buy
26,421
+1,899
+8% +$81.8K 0.01% 811
2025
Q3 		$1.04M Buy
24,522
+9,473
+63% +$382K 0.01% 760
2025
Q2 		$552K Buy
+15,049
New +$559K ﹤0.01% 951

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 $3.38T AUM 44.17% 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

Sequoia Financial Advisors's OHI Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its Omega Healthcare (OHI) stake by 6.3% in Q2 2026, selling an estimated $74.9K and leaving 24,113 shares worth $1.15M. The position accounts for 0.01% of the portfolio, ranked #882.

Sequoia Financial Advisors first reported a position in OHI in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.17M in Q4 2025. 764 funds tracked by Wall St. Rank hold OHI as of Q2 2026.

  • Sequoia Financial Advisors held 24,113 shares of Omega Healthcare worth $1.15M as of Q2 2026.
  • Sequoia Financial Advisors sold 1,617 Omega Healthcare shares in Q2 2026, an estimated $74.9K.
  • Omega Healthcare made up 0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #882 holding.
  • Sequoia Financial Advisors first reported a position in Omega Healthcare in Q2 2025 and has held it in 5 quarters since.
  • Sequoia Financial Advisors's Omega Healthcare position peaked at $1.17M in Q4 2025.
  • 764 funds tracked by Wall St. Rank held Omega Healthcare as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.