Wilmington Savings Fund Society, FSB OHI — OMEGA HEALTHCARE INVS INC COM COMMON STOCK

Ownership history in Wilmington Savings Fund Society, FSB  ·  16 quarters on record

AI Ownership Summary

Wilmington Savings Fund Society, FSB reported OMEGA HEALTHCARE INVS INC COM COMMON STOCK (OHI) in 16 quarterly 13F filings from 2024 Q3 through 2025 Q3. The latest visible filing shows OHI at 0.00% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this OHI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Wilmington Savings Fund Society, FSB's position in OMEGA HEALTHCARE INVS INC COM COMMON STOCK, 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
2025 Q3

OHI was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2024 Q3

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

Time in book
Holding Window
2024 Q3 to 2025 Q3

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 Wilmington Savings Fund Society, FSB 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)
2025 Q3 UNCHANGED — — — 7 — 0% 0.00% $296 2025-11-14 (Est.) $42.13
2025 Q2 REDUCED 96.3% +15.3% ❌ 7 -181 -96.3% 0.00% $257 2025-07-28 $35.45
2025 Q1 UNCHANGED — — — 188 — 0% 0.00% $7K 2025-05-08 $32.96
2024 Q4 UNCHANGED — — — 188 — 0% 0.00% $7K 2025-01-28 $33.65
2024 Q3 REDUCED 94.2% -6.3% ✅ 188 -3,061 -94.2% 0.00% $8K 2024-11-25 $35.85
11 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Wilmington Savings Fund Society, FSB and OHI

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

How long has Wilmington Savings Fund Society, FSB reported owning OHI?

Wilmington Savings Fund Society, FSB reported OHI across 5 quarterly 13F filings, from 2024 Q3 through 2025 Q3.

What was the largest reported OHI position in Wilmington Savings Fund Society, FSB's portfolio?

The largest reported portfolio weight for OHI was 0.00% in 2024 Q3.

What is the latest reported OHI position on this page?

The most recent filing on this page is 2025 Q3, when Wilmington Savings Fund Society, FSB reported 7 shares, equal to 0.00% of portfolio, with an estimated market value of $296.

What does the chart on this OHI ownership page compare?

The chart compares Wilmington Savings Fund Society, FSB'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 Wilmington Savings Fund Society, FSB time their OHI position?

Based on 13F filing dates vs. subsequent OHI price moves, Wilmington Savings Fund Society, FSB correctly timed 3 out of 4 reported position changes (75%). The annualised alpha on OHI relative to SPY over the holding period was +12.9%.

← Back to Wilmington Savings Fund Society, FSB Holdings