SIMG
OHI icon

Sonora Investment Management Group’s Omega Healthcare OHI Stock Holding History

Sonora Investment Management Group’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
2025
Q2 		– Sell
-6,982
Closed -$266K – 316
2025
Q1 		$266K Sell
6,982
-58
-0.8% -$2.16K 0.02% 231
2024
Q4 		$266K Buy
+7,040
New +$281K 0.02% 231

Other funds holding OHI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Sonora Investment Management Group's OHI Position: Q2 2025 in Review

Sonora Investment Management Group sold out of Omega Healthcare (OHI) in Q2 2025, closing a stake of 6,982 shares — an estimated $266K sold.

Sonora Investment Management Group first reported a position in OHI in Q4 2024 and held it in 2 quarters. The position peaked at $266K in Q4 2024. 642 funds tracked by Wall St. Rank hold OHI as of Q2 2025.

  • Sonora Investment Management Group reported no remaining Omega Healthcare position as of Q2 2025 after selling out during the quarter.
  • Sonora Investment Management Group sold 6,982 Omega Healthcare shares in Q2 2025, an estimated $266K.
  • Sonora Investment Management Group first reported a position in Omega Healthcare in Q4 2024 and held it in 2 quarters.
  • Sonora Investment Management Group's Omega Healthcare position peaked at $266K in Q4 2024.
  • 642 funds tracked by Wall St. Rank held Omega Healthcare as of Q2 2025.

Based on Sonora Investment Management Group's 13F filing for Q2 2025, filed 17 Jul 2025.