UNITED CAPITAL FINANCIAL ADVISORS, LLC

Position in OHI — Omega Healthcare Investors Inc

CIK 1463217 IRVING, TX

Position in OHI

as of Jun 30, 2026 · filed Aug 17, 2026 Compact

Position Value

$227,767

-$34,714 QoQ

Shares Held

4,777

-20.3% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#553

of 755 holders

Holding Since

Mar 2020

8 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $9,942,931 across 8 REIT - Healthcare Facilities names. OHI ranks #7 (2.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WELL	Welltower Inc.	22,702	$5,152,672
2	DOC	Healthpeak Properties, Inc.	56,309	$1,205,012
3	VTR	Ventas, Inc.	13,340	$1,184,592
4	HR	Healthcare Realty Trust Inc	51,718	$1,043,152
5	AHR	American Healthcare REIT, Inc.	14,454	$753,776
6	CTRE	CareTrust REIT, Inc.	6,374	$257,190
7	OHI	Omega Healthcare Investors Inc This page	4,777	$227,767
8	MPT	Medical Properties Trust Inc	25,708	$118,770

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$227,767	4,777	-20.3%	Shares	Defined	2026-08-17
2026-03-31	$262,481	5,990	+24.1%	Shares	Defined	2026-05-15
2025-09-30	$203,711	4,825	-67.5%	Shares	Defined	2025-11-14
2021-03-31	$544,138	14,855	+2.0%	Shares	Defined	2021-05-14
2020-12-31	$528,782	14,559	-25.6%	Shares	Defined	2021-02-17
2020-09-30	$585,506	19,556	-24.0%	Shares	Defined	2020-11-13
2020-06-30	$765,190	25,738	+29.3%	Shares	Defined	2020-08-13
2020-03-31	$528,331	19,907	—	Shares	Defined	2020-08-11
No filing history on record for this holder in this stock.