Strategic Investment Advisors’s Omega Healthcare OHI Stock Holding History

Strategic Investment Advisors’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	$1.25M	Buy	28,445 +1,933	+7%	+$88.2K	0.09%	126
2025 Q4	$1.18M	Buy	26,512 +117	+0.4%	+$5.04K	0.1%	91
2025 Q3	$1.11M	Sell	26,395 -724	-3%	-$29.2K	0.1%	93
2025 Q2	$990K	Sell	27,119 -1,330	-5%	-$49.4K	0.1%	96
2025 Q1	$1.08M	Sell	28,449 -894	-3%	-$33.3K	0.11%	98
2024 Q4	$1.11M	Sell	29,343 -271	-0.9%	-$10.8K	0.12%	100
2024 Q3	$1.21M	Buy	29,614 +1,048	+4%	+$39.6K	0.13%	97
2024 Q2	$978K	Buy	28,566 +11,430	+67%	+$360K	0.12%	111
2024 Q1	$543K	Buy	+17,136	New	+$521K	0.07%	169

Other funds holding OHI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Strategic Investment Advisors's OHI Position: Q1 2026 in Review

Strategic Investment Advisors increased its Omega Healthcare (OHI) stake by 7.3% in Q1 2026, buying an estimated $88.2K and bringing the position to 28,445 shares worth $1.25M. The position accounts for 0.09% of the portfolio, ranked #126.

Strategic Investment Advisors first reported a position in OHI in Q1 2024 and has held it in 9 quarters since. 744 funds tracked by Wall St. Rank hold OHI as of Q1 2026.

Strategic Investment Advisors held 28,445 shares of Omega Healthcare worth $1.25M as of Q1 2026.
Strategic Investment Advisors bought 1,933 Omega Healthcare shares in Q1 2026, an estimated $88.2K.
Omega Healthcare made up 0.09% of Strategic Investment Advisors's portfolio in Q1 2026, its #126 holding.
Strategic Investment Advisors first reported a position in Omega Healthcare in Q1 2024 and has held it in 9 quarters since.
744 funds tracked by Wall St. Rank held Omega Healthcare as of Q1 2026.

Based on Strategic Investment Advisors's 13F filing for Q1 2026, filed 18 May 2026.