Wealthspire Advisors (New York)’s Omega Healthcare OHI Stock Holding History

Wealthspire Advisors (New York)’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	–	Sell	-5,414	Closed	-$240K	–	1052
2025 Q4	$240K	Buy	5,414 +2,894	+115%	+$125K	﹤0.01%	894
2025 Q3	$106K	Buy	+2,520	New	+$102K	﹤0.01%	991
2022 Q2	–	Sell	-15,397	Closed	-$480K	–	515
2022 Q1	$480K	Sell	15,397 -173	-1%	-$5.1K	0.01%	279
2021 Q4	$461K	Sell	15,570 -649	-4%	-$19K	0.01%	333
2021 Q3	$486K	Buy	16,219 +822	+5%	+$28.3K	0.01%	361
2021 Q2	$559K	Sell	15,397 -6,451	-30%	-$240K	0.01%	214
2021 Q1	$800K	Buy	+21,848	New	+$804K	0.02%	301
2019 Q1	–	Sell	-103	Closed	-$4K	–	569
2018 Q4	$4K	Buy	+103	New	+$3.57K	﹤0.01%	689

Other funds holding OHI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wealthspire Advisors (New York)'s OHI Position: Q1 2026 in Review

Wealthspire Advisors (New York) sold out of Omega Healthcare (OHI) in Q1 2026, closing a stake of 5,414 shares — an estimated $240K sold.

Wealthspire Advisors (New York) first reported a position in OHI in Q4 2018 and held it in 8 quarters. The position peaked at $800K in Q1 2021. 744 funds tracked by Wall St. Rank hold OHI as of Q1 2026.

Wealthspire Advisors (New York) reported no remaining Omega Healthcare position as of Q1 2026 after selling out during the quarter.
Wealthspire Advisors (New York) sold 5,414 Omega Healthcare shares in Q1 2026, an estimated $240K.
Wealthspire Advisors (New York) first reported a position in Omega Healthcare in Q4 2018 and held it in 8 quarters.
Wealthspire Advisors (New York)'s Omega Healthcare position peaked at $800K in Q1 2021.
744 funds tracked by Wall St. Rank held Omega Healthcare as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.