SSWM
OHI icon

Sheets Smith Wealth Management’s Omega Healthcare OHI Stock Holding History

Sheets Smith 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 		$423K Hold
8,877
– – 0.04% 315
2026
Q1 		$389K Hold
8,877
– – 0.04% 317
2025
Q4 		$394K Buy
8,877
+46
+0.5% +$1.98K 0.04% 310
2025
Q3 		$373K Sell
8,831
-20,573
-70% -$830K 0.04% 315
2025
Q2 		$1.08M Hold
29,404
– – 0.13% 155
2025
Q1 		$1.12M Hold
29,404
– – 0.14% 143
2024
Q4 		$1.11M Sell
29,404
-3,019
-9% -$121K 0.14% 146
2024
Q3 		$1.32M Hold
32,423
– – 0.16% 129
2024
Q2 		$1.11M Hold
32,423
– – 0.13% 153
2024
Q1 		$1.03M Hold
32,423
– – 0.12% 162
2023
Q4 		$994K Sell
32,423
-425
-1% -$13.6K 0.14% 141
2023
Q3 		$1.09M Sell
32,848
-1,300
-4% -$41.5K 0.17% 127
2023
Q2 		$1.05M Hold
34,148
– – 0.15% 131
2023
Q1 		$936K Hold
34,148
– – 0.14% 137
2022
Q4 		$954K Buy
34,148
+900
+3% +$27.1K 0.15% 134
2022
Q3 		$980K Hold
33,248
– – 0.16% 126
2022
Q2 		$937K Hold
33,248
– – 0.15% 138
2022
Q1 		$1.04M Buy
33,248
+800
+2% +$23.6K 0.14% 138
2021
Q4 		$960K Buy
32,448
+13,723
+73% +$401K 0.12% 159
2021
Q3 		$561K Buy
+18,725
New +$644K 0.08% 205

Other funds holding OHI

AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
GIM
Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
SOAMC
Spirit of America Management Corp Syosset, New York $530M AUM 36.47% 1-Year Est. Return
PDN
Pensionfund DSM Netherlands Sittard, Netherlands $194M AUM 19.57% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Sheets Smith Wealth Management's OHI Position: Q2 2026 in Review

Sheets Smith Wealth Management held its Omega Healthcare (OHI) position steady in Q2 2026 at 8,877 shares worth $423K. The position accounts for 0.04% of the portfolio, ranked #315.

Sheets Smith Wealth Management first reported a position in OHI in Q3 2021 and has held it in 20 quarters since. The position peaked at $1.32M in Q3 2024. 85 funds tracked by Wall St. Rank hold OHI as of Q2 2026.

  • Sheets Smith Wealth Management held 8,877 shares of Omega Healthcare worth $423K as of Q2 2026.
  • Sheets Smith Wealth Management left its Omega Healthcare share count unchanged in Q2 2026.
  • Omega Healthcare made up 0.04% of Sheets Smith Wealth Management's portfolio in Q2 2026, its #315 holding.
  • Sheets Smith Wealth Management first reported a position in Omega Healthcare in Q3 2021 and has held it in 20 quarters since.
  • Sheets Smith Wealth Management's Omega Healthcare position peaked at $1.32M in Q3 2024.
  • 85 funds tracked by Wall St. Rank held Omega Healthcare as of Q2 2026.

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