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World Investment Advisors’s Omega Healthcare OHI Stock Holding History

World Investment 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 		$933K Sell
21,299
-1,222
-5% -$56.6K 0.02% 726
2026
Q1 		$987K Sell
22,521
-107
-0.5% -$4.88K 0.02% 710
2025
Q4 		$1M Buy
22,628
+780
+4% +$33.6K 0.02% 682
2025
Q3 		$922K Sell
21,848
-1,570
-7% -$63.3K 0.02% 587
2025
Q2 		$858K Sell
23,418
-2,190
-9% -$81.3K 0.02% 558
2025
Q1 		$975K Buy
25,608
+3,814
+18% +$142K 0.03% 517
2024
Q4 		$825K Buy
21,794
+16,394
+304% +$655K 0.02% 526
2024
Q3 		$220K Buy
+5,400
New +$204K 0.01% 840

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

World Investment Advisors's OHI Position: Q2 2026 in Review

World Investment Advisors reduced its Omega Healthcare (OHI) stake by 5.4% in Q2 2026, selling an estimated $56.6K and leaving 21,299 shares worth $933K. The position accounts for 0.02% of the portfolio, ranked #726.

World Investment Advisors first reported a position in OHI in Q3 2024 and has held it in 8 quarters since. The position peaked at $1M in Q4 2025. 759 funds tracked by Wall St. Rank hold OHI as of Q2 2026.

  • World Investment Advisors held 21,299 shares of Omega Healthcare worth $933K as of Q2 2026.
  • World Investment Advisors sold 1,222 Omega Healthcare shares in Q2 2026, an estimated $56.6K.
  • Omega Healthcare made up 0.02% of World Investment Advisors's portfolio in Q2 2026, its #726 holding.
  • World Investment Advisors first reported a position in Omega Healthcare in Q3 2024 and has held it in 8 quarters since.
  • World Investment Advisors's Omega Healthcare position peaked at $1M in Q4 2025.
  • 759 funds tracked by Wall St. Rank held Omega Healthcare as of Q2 2026.

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