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Teamwork Financial Advisors’s Omega Healthcare OHI Stock Holding History

Teamwork Financial 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
Q2 		$859K Buy
18,012
+128
+0.7% +$5.93K 0.08% 108
2026
Q1 		$784K Sell
17,884
-54
-0.3% -$2.46K 0.08% 111
2025
Q4 		$795K Sell
17,938
-920
-5% -$39.6K 0.08% 114
2025
Q3 		$796K Sell
18,858
-880
-4% -$35.5K 0.08% 118
2025
Q2 		$723K Buy
19,738
+1,273
+7% +$47.3K 0.08% 110
2025
Q1 		$703K Buy
18,465
+847
+5% +$31.5K 0.09% 102
2024
Q4 		$667K Buy
+17,618
New +$704K 0.09% 97
2023
Q1 		– Sell
-7,247
Closed -$203K – 202
2022
Q4 		$203K Buy
+7,247
New +$219K 0.04% 185
2022
Q2 		– Sell
-8,372
Closed -$261K – 239
2022
Q1 		$261K Sell
8,372
-10,804
-56% -$319K 0.05% 218
2021
Q4 		$567K Sell
19,176
-433
-2% -$12.6K 0.1% 179
2021
Q3 		$587K Buy
19,609
+11,729
+149% +$404K 0.12% 140
2021
Q2 		$286K Buy
+7,880
New +$293K 0.06% 204

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
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
PWSG
Pacific Wealth Strategies Group Santa Barbara, California $174M AUM 21.47% 1-Year Est. Return

Teamwork Financial Advisors's OHI Position: Q2 2026 in Review

Teamwork Financial Advisors increased its Omega Healthcare (OHI) stake by 0.72% in Q2 2026, buying an estimated $5.93K and bringing the position to 18,012 shares worth $859K. The position accounts for 0.08% of the portfolio, ranked #108.

Teamwork Financial Advisors first reported a position in OHI in Q2 2021 and has held it in 12 quarters since. 98 funds tracked by Wall St. Rank hold OHI as of Q2 2026.

  • Teamwork Financial Advisors held 18,012 shares of Omega Healthcare worth $859K as of Q2 2026.
  • Teamwork Financial Advisors bought 128 Omega Healthcare shares in Q2 2026, an estimated $5.93K.
  • Omega Healthcare made up 0.08% of Teamwork Financial Advisors's portfolio in Q2 2026, its #108 holding.
  • Teamwork Financial Advisors first reported a position in Omega Healthcare in Q2 2021 and has held it in 12 quarters since.
  • 98 funds tracked by Wall St. Rank held Omega Healthcare as of Q2 2026.

Based on Teamwork Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.