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Strategic Wealth Partners’s Omega Healthcare OHI Stock Holding History

Strategic Wealth Partners’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 		$18.5K Buy
+422
New +$19.3K ﹤0.01% 729
2025
Q3 		– Sell
-5,576
Closed -$204K – 1372
2025
Q2 		$204K Buy
+5,576
New +$207K 0.02% 311
2024
Q4 		$258K Sell
7,107
-15,724
-69% -$628K 0.02% 278
2024
Q3 		$929K Sell
22,831
-834
-4% -$31.6K 0.09% 152
2024
Q2 		$811K Buy
+23,665
New +$745K 0.08% 153

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

Strategic Wealth Partners's OHI Position: Q1 2026 in Review

Strategic Wealth Partners opened a new position in Omega Healthcare (OHI) in Q1 2026: 422 shares worth $18.5K. The stake represents ﹤0.01% of the portfolio and ranks #729 among its holdings. This is a return to the name: Strategic Wealth Partners previously reported a position in OHI as recently as Q2 2025.

Strategic Wealth Partners first reported a position in OHI in Q2 2024 and has held it in 5 quarters since. The position peaked at $929K in Q3 2024. 740 funds tracked by Wall St. Rank hold OHI as of Q1 2026.

  • Strategic Wealth Partners held 422 shares of Omega Healthcare worth $18.5K as of Q1 2026.
  • Omega Healthcare was a new Strategic Wealth Partners position in Q1 2026.
  • Omega Healthcare made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q1 2026, its #729 holding.
  • Strategic Wealth Partners first reported a position in Omega Healthcare in Q2 2024 and has held it in 5 quarters since.
  • Strategic Wealth Partners's Omega Healthcare position peaked at $929K in Q3 2024.
  • 740 funds tracked by Wall St. Rank held Omega Healthcare as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.