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Wetherby Asset Management Inc

SEC CIK
0001279627
Latest filing
Nov 14, 2025

OHI holding history

Omega Healthcare Investors Inc in every 13F filed by Wetherby Asset Management Inc, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

OHI overviewAll 13F holders of OHIFull Q3 2025 holdings

Shares (Q3 2025)
9,969
Value
$420.9K
% of portfolio
<0.1%
Quarters held
11
Since Q2 2022
Holdings of OHI by Wetherby Asset Management Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20259,969$420.9K<0.1%+4,353+77.5%AddedHolders
Q2 20255,616$205.8K<0.1%–No prior filingHolders
Q1 2025––––Not filedHolders
Q4 20245,668$214.5K<0.1%−303−5.1%ReducedHolders
Q3 20245,971$243.0K<0.1%00.0%UnchangedHolders
Q2 20245,971$204.5K<0.1%−987−14.2%ReducedHolders
Q1 20246,958$220.4K<0.1%−4,060−36.8%ReducedHolders
Q4 202311,018$337.8K<0.1%+3,677+50.1%AddedHolders
Q3 20237,341$243.4K<0.1%+160+2.2%AddedHolders
Q2 20237,181$220.4K<0.1%+7,181NewHolders
Q4 20220$00.0%−9,144−100.0%Sold outHolders
Q3 20229,144$270.0K<0.1%−19−0.2%ReducedHolders
Q2 20229,163$258.0K<0.1%+9,163NewHolders