Position in OHI
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$35,191,845
+$4,915,731 QoQ
Shares Held
738,084
+6.8% QoQ
Ownership
0.244%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#45
of 759 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in OHI Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026LPL Financial LLC holds $366,788,756 across 17 REIT - Healthcare Facilities names. OHI ranks #4 (9.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DOC |
Healthpeak Properties, Inc.
|
5,632,580 | $120,537,212 | |
| 2 | WELL |
Welltower Inc.
|
480,491 | $109,057,042 | |
| 3 | AHR |
American Healthcare REIT, Inc.
|
728,683 | $38,000,818 | |
| 4 | OHI |
Omega Healthcare Investors Inc
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|
738,084 | $35,191,845 | |
| 5 | VTR |
Ventas, Inc.
|
266,459 | $23,661,559 | |
| 6 | CTRE |
CareTrust REIT, Inc.
|
265,332 | $10,706,146 | |
| 7 | 267,235 | $8,113,254 | |||
| 8 | HR |
Healthcare Realty Trust Inc
|
322,085 | $6,496,454 |
All Filings in OHI
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $35,191,845 | 738,084 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $30,276,114 | 690,920 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $28,852,304 | 650,706 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $26,749,747 | 633,580 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $21,239,371 | 579,519 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $19,271,526 | 506,080 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $18,201,345 | 480,881 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $19,111,621 | 469,573 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $16,353,895 | 477,486 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $14,443,831 | 456,073 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $14,378,773 | 468,975 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $15,451,366 | 465,964 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $13,906,805 | 453,138 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $13,014,405 | 474,805 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $13,125,152 | 469,594 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $11,962,176 | 405,635 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $10,594,196 | 375,814 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $10,264,197 | 329,403 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $8,892,860 | 300,536 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $8,413,277 | 280,817 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $9,536,540 | 262,787 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $8,004,827 | 218,532 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $7,468,227 | 205,623 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $5,849,557 | 195,376 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $5,276,718 | 177,488 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $4,435,152 | 167,112 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||