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Watchtower Advisors’s Omega Healthcare OHI Stock Holding History

Watchtower 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
Q1 		$23.7M Buy
541,138
+202,040
+60% +$9.22M 16.82% 2
2025
Q4 		$15M Buy
+339,098
New +$14.6M 9.08% 4

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

Watchtower Advisors's OHI Position: Q1 2026 in Review

Watchtower Advisors increased its Omega Healthcare (OHI) stake by 60% in Q1 2026, buying an estimated $9.22M and bringing the position to 541,138 shares worth $23.7M. The position accounts for 16.82% of the portfolio, ranked #2.

Watchtower Advisors first reported a position in OHI in Q4 2025 and has held it in 2 quarters since. 740 funds tracked by Wall St. Rank hold OHI as of Q1 2026.

  • Watchtower Advisors held 541,138 shares of Omega Healthcare worth $23.7M as of Q1 2026.
  • Watchtower Advisors bought 202,040 Omega Healthcare shares in Q1 2026, an estimated $9.22M.
  • Omega Healthcare made up 16.82% of Watchtower Advisors's portfolio in Q1 2026, its #2 holding.
  • Watchtower Advisors first reported a position in Omega Healthcare in Q4 2025 and has held it in 2 quarters since.
  • 740 funds tracked by Wall St. Rank held Omega Healthcare as of Q1 2026.

Based on Watchtower Advisors's 13F filing for Q1 2026, filed 14 May 2026.