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Spire Wealth Management’s Omega Healthcare OHI Stock Holding History

Spire 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 		$3.38M Buy
70,956
+214
+0.3% +$9.92K 0.1% 179
2026
Q1 		$3.1M Sell
70,742
-362
-0.5% -$16.5K 0.11% 178
2025
Q4 		$3.15M Sell
71,104
-3,271
-4% -$141K 0.11% 175
2025
Q3 		$3.14M Sell
74,375
-455
-0.6% -$18.3K 0.11% 167
2025
Q2 		$2.74M Sell
74,830
-3,438
-4% -$128K 0.1% 175
2025
Q1 		$2.98M Sell
78,268
-1,107
-1% -$41.2K 0.1% 198
2024
Q4 		$3M Sell
79,375
-657
-0.8% -$26.3K 0.09% 184
2024
Q3 		$3.26M Buy
80,032
+418
+0.5% +$15.8K 0.11% 153
2024
Q2 		$2.73M Buy
79,614
+2,082
+3% +$65.6K 0.1% 187
2024
Q1 		$2.46M Sell
77,532
-492
-0.6% -$15K 0.04% 222
2023
Q4 		$2.32M Sell
78,024
-5,143
-6% -$165K 0.08% 215
2023
Q3 		$2.76M Buy
83,167
+856
+1% +$27.3K 0.11% 193
2023
Q2 		$2.53M Buy
82,311
+1,408
+2% +$40.7K 0.09% 202
2023
Q1 		$2.22M Buy
80,903
+15,393
+23% +$428K 0.09% 215
2022
Q4 		$1.83M Sell
65,510
-5,623
-8% -$170K 0.1% 164
2022
Q3 		$2.1M Buy
71,133
+25,579
+56% +$802K 0.13% 134
2022
Q2 		$1.28M Buy
45,554
+5,774
+15% +$164K 0.05% 284
2022
Q1 		$1.24M Buy
39,780
+5,449
+16% +$161K 0.03% 347
2021
Q4 		$1.02M Buy
34,331
+3,638
+12% +$106K 0.02% 462
2021
Q3 		$920K Buy
30,693
+229
+0.8% +$7.88K 0.02% 430
2021
Q2 		$1.11M Sell
30,464
-2,389
-7% -$88.7K 0.03% 400
2021
Q1 		$1.21M Buy
+32,853
New +$1.21M 0.03% 390

Other funds holding OHI

AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
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
BMCM
Burns Matteson Capital Management Corning, New York $320M AUM 71.11% 1-Year Est. Return
PWSG
Pacific Wealth Strategies Group Santa Barbara, California $174M AUM 21.47% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

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

Spire Wealth Management increased its Omega Healthcare (OHI) stake by 0.3% in Q2 2026, buying an estimated $9.92K and bringing the position to 70,956 shares worth $3.38M. The position accounts for 0.1% of the portfolio, ranked #179.

Spire Wealth Management first reported a position in OHI in Q1 2021 and has held it in 22 quarters since. 98 funds tracked by Wall St. Rank hold OHI as of Q2 2026.

  • Spire Wealth Management held 70,956 shares of Omega Healthcare worth $3.38M as of Q2 2026.
  • Spire Wealth Management bought 214 Omega Healthcare shares in Q2 2026, an estimated $9.92K.
  • Omega Healthcare made up 0.1% of Spire Wealth Management's portfolio in Q2 2026, its #179 holding.
  • Spire Wealth Management first reported a position in Omega Healthcare in Q1 2021 and has held it in 22 quarters since.
  • 98 funds tracked by Wall St. Rank held Omega Healthcare as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.