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James T. Borello RIA’s Omega Healthcare OHI Stock Holding History

James T. Borello RIA’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
Q3 		$2.73K Buy
59
+1
+2% +$48 ﹤0.01% 878
2026
Q2 		$2.77K Hold
58
– – ﹤0.01% 900
2026
Q1 		$2.54K Sell
58
-1
-2% -$46 ﹤0.01% 888
2025
Q4 		$2.62K Sell
59
-21
-26% -$905 ﹤0.01% 725
2025
Q3 		$3.38K Buy
+80
New +$3.23K ﹤0.01% 603

Other funds holding OHI

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CM
Columbus Macro New Castle, Pennsylvania $1.03B AUM 10.45% 1-Year Est. Return
GIM
Goelzer Investment Management Carmel, Indiana $2.28B AUM 31.27% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
CE
Cornerstone Enterprises Appleton, Wisconsin $171M AUM 13.19% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Burney Company
Burney Company Reston, Virginia $3.66B AUM 27.59% 1-Year Est. Return
BMCM
Burns Matteson Capital Management Corning, New York $289M AUM 39.67% 1-Year Est. Return

James T. Borello RIA's OHI Position: Q3 2026 in Review

James T. Borello RIA increased its Omega Healthcare (OHI) stake by 1.7% in Q3 2026, buying an estimated $48 and bringing the position to 59 shares worth $2.73K. The position accounts for ﹤0.01% of the portfolio, ranked #878.

James T. Borello RIA first reported a position in OHI in Q3 2025 and has held it in 5 quarters since. The position peaked at $3.38K in Q3 2025. 94 funds tracked by Wall St. Rank hold OHI as of Q3 2026.

  • James T. Borello RIA held 59 shares of Omega Healthcare worth $2.73K as of Q3 2026.
  • James T. Borello RIA bought 1 Omega Healthcare share in Q3 2026, an estimated $48.
  • Omega Healthcare made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #878 holding.
  • James T. Borello RIA first reported a position in Omega Healthcare in Q3 2025 and has held it in 5 quarters since.
  • James T. Borello RIA's Omega Healthcare position peaked at $3.38K in Q3 2025.
  • 94 funds tracked by Wall St. Rank held Omega Healthcare as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.