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Triad Wealth Partners’s Omega Healthcare OHI Stock Holding History

Triad 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 		$416K Buy
9,498
+529
+6% +$24.1K 0.03% 317
2025
Q4 		$398K Buy
+8,969
New +$386K 0.04% 314

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

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

Triad Wealth Partners increased its Omega Healthcare (OHI) stake by 5.9% in Q1 2026, buying an estimated $24.1K and bringing the position to 9,498 shares worth $416K. The position accounts for 0.03% of the portfolio, ranked #317.

Triad Wealth Partners first reported a position in OHI in Q4 2025 and has held it in 2 quarters since. 743 funds tracked by Wall St. Rank hold OHI as of Q1 2026.

  • Triad Wealth Partners held 9,498 shares of Omega Healthcare worth $416K as of Q1 2026.
  • Triad Wealth Partners bought 529 Omega Healthcare shares in Q1 2026, an estimated $24.1K.
  • Omega Healthcare made up 0.03% of Triad Wealth Partners's portfolio in Q1 2026, its #317 holding.
  • Triad Wealth Partners first reported a position in Omega Healthcare in Q4 2025 and has held it in 2 quarters since.
  • 743 funds tracked by Wall St. Rank held Omega Healthcare as of Q1 2026.

Based on Triad Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.