Position in OHI
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$7,685,195
+$2,103,499 QoQ
Shares Held
175,381
+39.3% QoQ
Ownership
0.059%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.2582947981822432.ToString("F0")%
Shared 0.ToString("F0")%
None 99.74170520181775.ToString("F0")%
Common Shares in OHI Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Mar 31, 2026Creative Planning holds $89,458,934 across 15 REIT - Healthcare Facilities names. OHI ranks #3 (8.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
220,074 | $43,510,830 | |
| 2 | VTR |
Ventas, Inc.
|
150,378 | $12,297,912 | |
| 3 | OHI |
Omega Healthcare Investors Inc
This page
|
175,381 | $7,685,195 | |
| 4 | DOC |
Healthpeak Properties, Inc.
|
408,305 | $6,708,451 | |
| 5 | HR |
Healthcare Realty Trust Inc
|
320,819 | $5,450,714 | |
| 6 | CTRE |
CareTrust REIT, Inc.
|
101,154 | $3,707,294 | |
| 7 | AHR |
American Healthcare REIT, Inc.
|
43,738 | $2,062,684 | |
| 8 | MPT |
Medical Properties Trust Inc
|
361,660 | $1,674,485 |
All Filings in OHI
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,685,195 | 175,381 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $5,581,696 | 125,884 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $3,954,155 | 93,656 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $2,061,708 | 56,254 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $1,819,995 | 47,794 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,837,200 | 48,539 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $1,735,244 | 42,635 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $1,388,186 | 40,531 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $1,216,982 | 38,427 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $1,068,439 | 34,848 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $1,062,114 | 32,030 | Shares | Defined | 2023-11-16 | |
| 2023-06-30 | $968,176 | 31,547 | Shares | Defined | 2023-07-21 | |
| 2023-03-31 | $798,453 | 29,130 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $672,309 | 24,054 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $678,564 | 23,010 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $466,629 | 16,553 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $521,244 | 16,728 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $660,537 | 22,323 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $888,014 | 29,640 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $893,822 | 24,630 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $1,062,086 | 28,995 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $1,043,873 | 28,741 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $888,738 | 29,684 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $1,082,974 | 36,427 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $986,438 | 37,168 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||