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True Wealth Design’s Omega Healthcare OHI Stock Holding History

True Wealth Design’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
Q3 		$70.4K Buy
1,521
+146
+11% +$6.99K 0.02% 388
2026
Q2 		$65.6K Buy
1,375
+70
+5% +$3.24K 0.02% 390
2026
Q1 		$57.2K Sell
1,305
-32
-2% -$1.46K 0.02% 364
2025
Q4 		$59.3K Buy
1,337
+224
+20% +$9.65K 0.02% 295
2025
Q3 		$47K Buy
1,113
+815
+273% +$32.9K 0.01% 329
2025
Q2 		$10.9K Buy
298
+76
+34% +$2.82K ﹤0.01% 546
2025
Q1 		$8.45K Buy
+222
New +$8.26K ﹤0.01% 522
2024
Q4 		– Sell
-771
Closed -$31.4K – 1474
2024
Q3 		$31.4K Buy
+771
New +$29.2K 0.01% 232
2024
Q2 		– Sell
-41
Closed -$1.3K – 818
2024
Q1 		$1.3K Buy
+41
New +$1.25K ﹤0.01% 402

Other funds holding OHI

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CM
Columbus Macro New Castle, Pennsylvania $1.03B AUM 10.45% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
CE
Cornerstone Enterprises Appleton, Wisconsin $171M AUM 13.19% 1-Year Est. Return
Burney Company
Burney Company Reston, Virginia $3.66B AUM 27.59% 1-Year Est. Return
FA
Fiduciary Alliance Greenville, South Carolina $1.33B AUM 15.58% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

True Wealth Design's OHI Position: Q3 2026 in Review

True Wealth Design increased its Omega Healthcare (OHI) stake by 11% in Q3 2026, buying an estimated $6.99K and bringing the position to 1,521 shares worth $70.4K. The position accounts for 0.02% of the portfolio, ranked #388.

True Wealth Design first reported a position in OHI in Q1 2024 and has held it in 9 quarters since. 75 funds tracked by Wall St. Rank hold OHI as of Q3 2026.

  • True Wealth Design held 1,521 shares of Omega Healthcare worth $70.4K as of Q3 2026.
  • True Wealth Design bought 146 Omega Healthcare shares in Q3 2026, an estimated $6.99K.
  • Omega Healthcare made up 0.02% of True Wealth Design's portfolio in Q3 2026, its #388 holding.
  • True Wealth Design first reported a position in Omega Healthcare in Q1 2024 and has held it in 9 quarters since.
  • 75 funds tracked by Wall St. Rank held Omega Healthcare as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.