Tyler-Stone Wealth Management’s Omega Healthcare OHI Stock Holding History

Tyler-Stone Wealth Management’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
2025 Q2	$885K	Buy	24,160 +1,060	+5%	+$39.4K	0.14%	132
2025 Q1	$880K	Buy	23,100 +4,200	+22%	+$156K	0.16%	121
2024 Q4	$715K	Buy	18,900 +4,500	+31%	+$180K	0.13%	145
2024 Q3	$586K	Buy	14,400 +7,700	+115%	+$291K	0.11%	165
2024 Q2	$229K	Buy	6,700 +200	+3%	+$6.3K	0.09%	182
2024 Q1	$206K	Buy	6,500 +1,000	+18%	+$30.4K	0.09%	191
2023 Q4	$169K	Buy	5,500 +1,850	+51%	+$59.4K	0.08%	195
2023 Q3	$121K	Sell	3,650 -150	-4%	-$4.79K	0.07%	227
2023 Q2	$117K	Buy	+3,800	New	+$110K	0.07%	231
2022 Q4	$82K	Buy	2,950 +300	+11%	+$9.05K	0.06%	262
2022 Q3	$78K	Buy	2,650 +1,300	+96%	+$40.8K	0.06%	248
2022 Q2	$38K	Buy	1,350 +850	+170%	+$24.2K	0.03%	356
2022 Q1	$16K	Buy	500 +400	+400%	+$11.8K	0.01%	494
2021 Q4	$3K	Buy	+100	New	+$2.92K	﹤0.01%	767

Other funds holding OHI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

Broadwater Capital Boston, Massachusetts $134M AUM 21.11% 1-Year Est. Return

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Tyler-Stone Wealth Management's OHI Position: Q2 2025 in Review

Tyler-Stone Wealth Management increased its Omega Healthcare (OHI) stake by 4.6% in Q2 2025, buying an estimated $39.4K and bringing the position to 24,160 shares worth $885K. The position accounts for 0.14% of the portfolio, ranked #132.

Tyler-Stone Wealth Management first reported a position in OHI in Q4 2021 and has held it in 14 quarters since. 641 funds tracked by Wall St. Rank hold OHI as of Q2 2025.

Tyler-Stone Wealth Management held 24,160 shares of Omega Healthcare worth $885K as of Q2 2025.
Tyler-Stone Wealth Management bought 1,060 Omega Healthcare shares in Q2 2025, an estimated $39.4K.
Omega Healthcare made up 0.14% of Tyler-Stone Wealth Management's portfolio in Q2 2025, its #132 holding.
Tyler-Stone Wealth Management first reported a position in Omega Healthcare in Q4 2021 and has held it in 14 quarters since.
641 funds tracked by Wall St. Rank held Omega Healthcare as of Q2 2025.

Based on Tyler-Stone Wealth Management's 13F filing for Q2 2025, filed 18 Aug 2025.