Position in OHI
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$717,250
+$2,415 QoQ
Shares Held
15,043
-7.8% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#377
of 759 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in OHI Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026Sigma Planning Corp holds $7,909,989 across 8 REIT - Healthcare Facilities names. OHI ranks #4 (9.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VTR |
Ventas, Inc.
|
24,332 | $2,160,681 | |
| 2 | WELL |
Welltower Inc.
|
8,406 | $1,907,909 | |
| 3 | DOC |
Healthpeak Properties, Inc.
|
82,922 | $1,774,530 | |
| 4 | OHI |
Omega Healthcare Investors Inc
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|
15,043 | $717,250 | |
| 5 | AHR |
American Healthcare REIT, Inc.
|
12,354 | $644,261 | |
| 6 | 13,824 | $419,696 | |||
| 7 | LTC |
Ltc Properties Inc
|
5,317 | $204,438 | |
| 8 | MPT |
Medical Properties Trust Inc
|
17,581 | $81,224 |
All Filings in OHI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $717,250 | 15,043 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $714,835 | 16,313 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $730,678 | 16,479 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $690,465 | 16,354 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $649,657 | 17,726 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $679,499 | 17,844 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $621,875 | 16,430 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $836,140 | 20,544 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $757,062 | 22,104 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $826,523 | 26,098 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $413,787 | 13,496 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $852,377 | 25,705 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $1,031,214 | 33,601 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $1,047,582 | 38,219 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $1,052,932 | 37,672 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $1,027,814 | 34,853 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $967,029 | 34,304 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $1,063,148 | 34,119 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $990,377 | 33,470 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $1,027,238 | 34,287 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $1,206,279 | 33,240 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,201,830 | 32,810 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $1,290,159 | 35,522 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $1,471,042 | 49,133 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $1,494,408 | 50,266 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $1,467,184 | 55,282 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||