SHP Wealth Management’s Omega Healthcare OHI Stock Holding History

SHP 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	$26.2K	Hold	550	–	–	﹤0.01%	717
2026 Q1	$24.1K	Hold	550	–	–	﹤0.01%	676
2025 Q4	$24.4K	Buy	+550	New	+$23.7K	﹤0.01%	639

Other funds holding OHI

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Bank of New York Mellon New York $609B AUM 40.19% 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

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

SHP Wealth Management held its Omega Healthcare (OHI) position steady in Q2 2026 at 550 shares worth $26.2K. The position accounts for ﹤0.01% of the portfolio, ranked #717.

SHP Wealth Management first reported a position in OHI in Q4 2025 and has held it in 3 quarters since. 764 funds tracked by Wall St. Rank hold OHI as of Q2 2026.

SHP Wealth Management held 550 shares of Omega Healthcare worth $26.2K as of Q2 2026.
SHP Wealth Management left its Omega Healthcare share count unchanged in Q2 2026.
Omega Healthcare made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #717 holding.
SHP Wealth Management first reported a position in Omega Healthcare in Q4 2025 and has held it in 3 quarters since.
764 funds tracked by Wall St. Rank held Omega Healthcare as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.