Wealth Enhancement Advisory Services
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Wealth Enhancement Advisory Services’s Omega Healthcare OHI Stock Holding History

Wealth Enhancement Advisory Services’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 		$11.7M Buy
252,106
+156,694
+164% +$7.26M 0.02% 606
2026
Q1 		$4.08M Sell
95,412
-149,546
-61% -$6.82M 0.01% 991
2025
Q4 		$10.9M Buy
244,958
+154,678
+171% +$6.66M 0.01% 666
2025
Q3 		$3.71M Sell
90,280
-262,185
-74% -$10.6M 0.01% 1113
2025
Q2 		$12.9M Buy
352,465
+55,880
+19% +$2.07M 0.02% 552
2025
Q1 		$11.3M Sell
296,585
-257,701
-46% -$9.59M 0.02% 541
2024
Q4 		$21M Buy
554,286
+503,636
+994% +$20.1M 0.04% 363
2024
Q3 		$2.06M Buy
50,650
+8,811
+21% +$333K ﹤0.01% 1036
2024
Q2 		$1.43M Buy
41,839
+3,616
+9% +$114K ﹤0.01% 1127
2024
Q1 		$1.21M Sell
38,223
-1,879
-5% -$57.1K ﹤0.01% 1152
2023
Q4 		$1.23M Sell
40,102
-44,212
-52% -$1.42M ﹤0.01% 1085
2023
Q3 		$2.8M Buy
84,314
+74,287
+741% +$2.37M 0.01% 747
2023
Q2 		$308K Buy
+10,027
New +$290K ﹤0.01% 432

Other funds holding OHI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Wealth Enhancement Advisory Services's OHI Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Omega Healthcare (OHI) stake by 164% in Q2 2026, buying an estimated $7.26M and bringing the position to 252,106 shares worth $11.7M. The position accounts for 0.02% of the portfolio, ranked #606.

Wealth Enhancement Advisory Services first reported a position in OHI in Q2 2023 and has held it in 13 quarters since. The position peaked at $21M in Q4 2024. 761 funds tracked by Wall St. Rank hold OHI as of Q2 2026.

  • Wealth Enhancement Advisory Services held 252,106 shares of Omega Healthcare worth $11.7M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 156,694 Omega Healthcare shares in Q2 2026, an estimated $7.26M.
  • Omega Healthcare made up 0.02% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #606 holding.
  • Wealth Enhancement Advisory Services first reported a position in Omega Healthcare in Q2 2023 and has held it in 13 quarters since.
  • Wealth Enhancement Advisory Services's Omega Healthcare position peaked at $21M in Q4 2024.
  • 761 funds tracked by Wall St. Rank held Omega Healthcare as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.