Turning Point Benefit Group, Inc. OHI OMEGA HEALTHCARE INVS INC

Ownership history in Turning Point Benefit Group, Inc.  ·  5 quarters on record

AI Ownership Summary

Turning Point Benefit Group, Inc. reported OMEGA HEALTHCARE INVS INC (OHI) in 5 quarterly 13F filings from 2025 Q1 through 2026 Q1. Peak portfolio weight reached 0.47% in 2026 Q1. The latest visible filing shows OHI at 0.47% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this OHI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Turning Point Benefit Group, Inc.'s position in OMEGA HEALTHCARE INVS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

OHI was reported at 0.47% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.47% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Turning Point Benefit Group, Inc. held OHI — position size vs. price
% of Fund (quarterly)    OHI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 16,327 -629 -3.7% 0.47% $733K 2026-05-12 $47.65
2025 Q4 ADDED 16,956 +2,463 +17.0% 0.39% $752K 2026-01-30 $42.61
2025 Q3 ADDED 14,493 +1,914 +15.2% 0.37% $613K 2025-11-17 $42.91
2025 Q2 ADDED 12,579 +1,042 +9.0% 0.35% $461K 2025-07-31 $36.55
2025 Q1 INITIATED 11,537 0.39% $418K 2025-05-12 $33.72

FAQ About Turning Point Benefit Group, Inc. and OHI

These are the practical questions this page is built to answer before you even open the full history table.

How long has Turning Point Benefit Group, Inc. reported owning OHI?

Turning Point Benefit Group, Inc. reported OHI across 5 quarterly 13F filings, from 2025 Q1 through 2026 Q1.

What was the largest reported OHI position in Turning Point Benefit Group, Inc.'s portfolio?

The largest reported portfolio weight for OHI was 0.47% in 2026 Q1.

What is the latest reported OHI position on this page?

The most recent filing on this page is 2026 Q1, when Turning Point Benefit Group, Inc. reported 16,327 shares, equal to 0.47% of portfolio, with an estimated market value of $733K.

What does the chart on this OHI ownership page compare?

The chart compares Turning Point Benefit Group, Inc.'s quarterly OHI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Turning Point Benefit Group, Inc. time their OHI position?

Based on 13F filing dates vs. subsequent OHI price moves, Turning Point Benefit Group, Inc. correctly timed 3 out of 4 reported position changes (75%). The annualised alpha on OHI relative to SPY over the holding period was +10.3%.

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