Stifel Financial’s Omega Healthcare OHI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$10.9M Sell
249,529
-4,652
-2% -$212K 0.01% 905
2025
Q4
$11.3M Sell
254,181
-1,601
-0.6% -$69K 0.01% 894
2025
Q3
$10.8M Sell
255,782
-67,244
-21% -$2.71M 0.01% 916
2025
Q2
$11.8M Sell
323,026
-1,175
-0.4% -$43.6K 0.01% 807
2025
Q1
$12.3M Buy
324,201
+14,692
+5% +$547K 0.01% 759
2024
Q4
$11.7M Buy
309,509
+6,868
+2% +$274K 0.01% 795
2024
Q3
$12.3M Sell
302,641
-28,801
-9% -$1.09M 0.01% 784
2024
Q2
$11.4M Sell
331,442
-6,362
-2% -$200K 0.01% 769
2024
Q1
$10.7M Sell
337,804
-6,617
-2% -$201K 0.01% 788
2023
Q4
$10.6M Buy
344,421
+3,514
+1% +$113K 0.01% 754
2023
Q3
$11.3M Buy
340,907
+4
+0% +$128 0.02% 669
2023
Q2
$10.5M Buy
340,903
+34,411
+11% +$994K 0.01% 691
2023
Q1
$8.4M Sell
306,492
-28,828
-9% -$802K 0.01% 759
2022
Q4
$9.37M Buy
335,320
+13,922
+4% +$420K 0.01% 685
2022
Q3
$9.48M Buy
321,398
+29,851
+10% +$936K 0.02% 652
2022
Q2
$8.22M Sell
291,547
-99,706
-25% -$2.84M 0.01% 732
2022
Q1
$12.2M Buy
391,253
+126,826
+48% +$3.74M 0.02% 638
2021
Q4
$7.83M Buy
264,427
+45,643
+21% +$1.33M 0.01% 852
2021
Q3
$6.55M Buy
218,784
+15,287
+8% +$526K 0.01% 889
2021
Q2
$7.39M Buy
203,497
+17,032
+9% +$632K 0.01% 825
2021
Q1
$6.83M Buy
186,465
+21,445
+13% +$789K 0.01% 816
2020
Q4
$5.99M Buy
165,020
+9,533
+6% +$323K 0.01% 803
2020
Q3
$4.66M Sell
155,487
-32,868
-17% -$1.03M 0.01% 801
2020
Q2
$5.6M Sell
188,355
-25,261
-12% -$748K 0.01% 689
2020
Q1
$5.66M Buy
213,616
+59,423
+39% +$2.25M 0.02% 628
2019
Q4
$6.53M Buy
154,193
+9,573
+7% +$405K 0.01% 768
2019
Q3
$6.04M Buy
144,620
+12,627
+10% +$492K 0.02% 759
2019
Q2
$4.85M Buy
131,993
+3
+0% +$109 0.01% 873
2019
Q1
$5.03M Sell
131,990
-114,896
-47% -$4.26M 0.01% 815
2018
Q4
$8.7M Sell
246,886
-1,979,903
-89% -$68.7M 0.03% 532
2018
Q3
$73M Buy
2,226,789
+3,913
+0.2% +$125K 0.21% 122
2018
Q2
$68.9M Sell
2,222,876
-50,058
-2% -$1.43M 0.21% 116
2018
Q1
$61.4M Buy
2,272,934
+8,846
+0.4% +$236K 0.19% 126
2017
Q4
$62.3M Buy
2,264,088
+405,277
+22% +$11.7M 0.2% 128
2017
Q3
$59.3M Buy
1,858,811
+110,019
+6% +$3.53M 0.21% 117
2017
Q2
$57.7M Buy
1,748,792
+351,849
+25% +$11.6M 0.21% 111
2017
Q1
$46.1M Buy
1,396,943
+68,703
+5% +$2.21M 0.18% 134
2016
Q4
$41.6M Buy
1,328,240
+109,897
+9% +$3.39M 0.18% 136
2016
Q3
$43.2M Buy
1,218,343
+20,208
+2% +$718K 0.19% 120
2016
Q2
$40.7M Buy
1,198,135
+103,653
+9% +$3.46M 0.19% 124
2016
Q1
$38.6M Buy
1,094,482
+31,115
+3% +$1.02M 0.21% 111
2015
Q4
$37.2M Buy
1,063,367
+6,281
+0.6% +$217K 0.19% 127
2015
Q3
$37.2M Buy
1,057,086
+21,348
+2% +$750K 0.21% 121
2015
Q2
$35.5M Buy
1,035,738
+54,774
+6% +$2.01M 0.18% 137
2015
Q1
$39.8M Buy
980,964
+73,291
+8% +$3.03M 0.22% 122
2014
Q4
$35.5M Buy
907,673
+50,289
+6% +$1.91M 0.2% 132
2014
Q3
$29.3M Buy
857,384
+43,166
+5% +$1.59M 0.26% 83
2014
Q2
$30M Buy
814,218
+3,741
+0.5% +$134K 0.27% 73
2014
Q1
$27.2M Buy
+810,477
New +$25.8M 0.26% 81

Other funds holding OHI

Stifel Financial's OHI Position: Q1 2026 in Review

Stifel Financial reduced its Omega Healthcare (OHI) stake by 1.8% in Q1 2026, selling an estimated $212K and leaving 249,529 shares worth $10.9M. The position accounts for 0.01% of the portfolio, ranked #905.

Stifel Financial first reported a position in OHI in Q1 2014 and has held it in 49 quarters since. The position peaked at $73M in Q3 2018. 740 funds tracked by Wall St. Rank hold OHI as of Q1 2026.

  • Stifel Financial held 249,529 shares of Omega Healthcare worth $10.9M as of Q1 2026.
  • Stifel Financial sold 4,652 Omega Healthcare shares in Q1 2026, an estimated $212K.
  • Omega Healthcare made up 0.01% of Stifel Financial's portfolio in Q1 2026, its #905 holding.
  • Stifel Financial first reported a position in Omega Healthcare in Q1 2014 and has held it in 49 quarters since.
  • Stifel Financial's Omega Healthcare position peaked at $73M in Q3 2018.
  • 740 funds tracked by Wall St. Rank held Omega Healthcare as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.