SWM
OHI icon

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
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $609B AUM 40.19% 1-Year Est. Return

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

SHP Wealth Management held its Omega Healthcare (OHI) position steady in Q1 2026 at 550 shares worth $24.1K. The position accounts for ﹤0.01% of the portfolio, ranked #676.

SHP Wealth Management first reported a position in OHI in Q4 2025 and has held it in 2 quarters since. The position peaked at $24.4K in Q4 2025. 744 funds tracked by Wall St. Rank hold OHI as of Q1 2026.

  • SHP Wealth Management held 550 shares of Omega Healthcare worth $24.1K as of Q1 2026.
  • SHP Wealth Management left its Omega Healthcare share count unchanged in Q1 2026.
  • Omega Healthcare made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #676 holding.
  • SHP Wealth Management first reported a position in Omega Healthcare in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's Omega Healthcare position peaked at $24.4K in Q4 2025.
  • 744 funds tracked by Wall St. Rank held Omega Healthcare as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.