Position in OHI
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$2,755,533
-$513,034 QoQ
Shares Held
62,883
-14.7% QoQ
Ownership
0.021%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in OHI Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Mar 31, 2026CWM, LLC holds $35,145,898 across 17 REIT - Healthcare Facilities names. OHI ranks #4 (7.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
55,856 | $11,043,289 | |
| 2 | VTR |
Ventas, Inc.
|
119,930 | $9,807,875 | |
| 3 | AHR |
American Healthcare REIT, Inc.
|
72,330 | $3,411,082 | |
| 4 | OHI |
Omega Healthcare Investors Inc
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|
62,883 | $2,755,533 | |
| 5 | HR |
Healthcare Realty Trust Inc
|
127,657 | $2,168,892 | |
| 6 | MPT |
Medical Properties Trust Inc
|
332,963 | $1,541,618 | |
| 7 | NHI |
National Health Investors Inc
|
11,496 | $929,566 | |
| 8 | DOC |
Healthpeak Properties, Inc.
|
44,410 | $729,656 |
All Filings in OHI
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,755,533 | 62,883 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $3,268,567 | 73,716 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $2,353,765 | 55,750 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $1,449,324 | 39,545 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $898,611 | 23,598 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $341,217 | 9,015 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $554,252 | 13,618 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $139,500 | 4,073 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $115,057 | 3,633 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $117,458 | 3,831 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $165,203 | 4,982 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $150,104 | 4,891 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $122,440 | 4,467 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $105,287 | 3,767 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $121,056 | 4,105 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $139,343 | 4,943 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $139,721 | 4,484 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $132,000 | 4,461 | Shares | Sole | 2022-01-31 | |
| 2021-06-30 | $109,269 | 3,011 | Shares | Sole | 2021-09-15 | |
| 2021-03-31 | $110,292 | 3,011 | Shares | Sole | 2021-09-15 | |
| 2020-12-31 | $109,359 | 3,011 | Shares | Sole | 2021-09-15 | |
| 2020-09-30 | $90,149 | 3,011 | Shares | Sole | 2021-09-15 | |
| 2020-06-30 | $89,517 | 3,011 | Shares | Sole | 2021-09-15 | |
| 2020-03-31 | $79,911 | 3,011 | Shares | Sole | 2021-09-15 | |
| No filing history on record for this holder in this stock. | ||||||