Crestwood Advisors Group, LLC
Position in OHI — Omega Healthcare Investors Inc
CIK 1426853
BOSTON, MA
Position in OHI
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$473,891
+$164,172 QoQ
Shares Held
9,939
+40.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#165
of 351 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in OHI Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026Crestwood Advisors Group, LLC holds $1,588,182 across 3 REIT - Healthcare Facilities names. OHI ranks #2 (29.8% of the industry book) .
All Filings in OHI
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $473,891 | 9,939 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $309,719 | 7,068 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $211,102 | 4,761 | Shares | Sole | 2026-02-03 | |
| No filing history on record for this holder in this stock. | ||||||