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Stillwater Wealth Management Group’s Omega Healthcare OHI Stock Holding History

Stillwater Wealth 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
2026
Q1 		$635K Buy
14,488
+4,945
+52% +$226K 0.39% 53
2025
Q4 		$423K Buy
9,543
+803
+9% +$34.6K 0.29% 53
2025
Q3 		$369K Buy
+8,740
New +$352K 0.26% 55

Other funds holding OHI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $544B AUM 28.31% 1-Year Est. Return

Stillwater Wealth Management Group's OHI Position: Q1 2026 in Review

Stillwater Wealth Management Group increased its Omega Healthcare (OHI) stake by 52% in Q1 2026, buying an estimated $226K and bringing the position to 14,488 shares worth $635K. The position accounts for 0.39% of the portfolio, ranked #53.

Stillwater Wealth Management Group first reported a position in OHI in Q3 2025 and has held it in 3 quarters since. 740 funds tracked by Wall St. Rank hold OHI as of Q1 2026.

  • Stillwater Wealth Management Group held 14,488 shares of Omega Healthcare worth $635K as of Q1 2026.
  • Stillwater Wealth Management Group bought 4,945 Omega Healthcare shares in Q1 2026, an estimated $226K.
  • Omega Healthcare made up 0.39% of Stillwater Wealth Management Group's portfolio in Q1 2026, its #53 holding.
  • Stillwater Wealth Management Group first reported a position in Omega Healthcare in Q3 2025 and has held it in 3 quarters since.
  • 740 funds tracked by Wall St. Rank held Omega Healthcare as of Q1 2026.

Based on Stillwater Wealth Management Group's 13F filing for Q1 2026, filed 11 May 2026.