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Wealth Preservation Advisors’s Omega Healthcare OHI Stock Holding History

Wealth Preservation 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
Q2 		$540K Hold
11,317
– – 0.31% 41
2026
Q1 		$496K Hold
11,317
– – 0.41% 31
2025
Q4 		$502K Hold
11,317
– – 0.25% 43
2025
Q3 		$478K Hold
11,317
– – 0.28% 42
2025
Q2 		$415K Hold
11,317
– – 0.26% 52
2025
Q1 		$431K Buy
+11,317
New +$421K 0.31% 43

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 Preservation Advisors's OHI Position: Q2 2026 in Review

Wealth Preservation Advisors held its Omega Healthcare (OHI) position steady in Q2 2026 at 11,317 shares worth $540K. The position accounts for 0.31% of the portfolio, ranked #41.

Wealth Preservation Advisors first reported a position in OHI in Q1 2025 and has held it in 6 quarters since. 759 funds tracked by Wall St. Rank hold OHI as of Q2 2026.

  • Wealth Preservation Advisors held 11,317 shares of Omega Healthcare worth $540K as of Q2 2026.
  • Wealth Preservation Advisors left its Omega Healthcare share count unchanged in Q2 2026.
  • Omega Healthcare made up 0.31% of Wealth Preservation Advisors's portfolio in Q2 2026, its #41 holding.
  • Wealth Preservation Advisors first reported a position in Omega Healthcare in Q1 2025 and has held it in 6 quarters since.
  • 759 funds tracked by Wall St. Rank held Omega Healthcare as of Q2 2026.

Based on Wealth Preservation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.