EP Wealth Advisors, LLC

Position in OHI — Omega Healthcare Investors Inc

CIK 1540569 TORRANCE, CA

Position in OHI

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$760,543

+$275,894 QoQ

Shares Held

15,951

+44.2% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#366

of 759 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 86% Shared 0% None 14%

Real Estate · as of Jun 30, 2026

EP Wealth Advisors, LLC holds $63,702,567 across 5 REIT - Healthcare Facilities names. OHI ranks #2 (1.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WELL	Welltower Inc.	274,449	$62,291,689
2	OHI	Omega Healthcare Investors Inc This page	15,951	$760,543
3	CTRE	CareTrust REIT, Inc.	7,398	$298,509
4	LTC	Ltc Properties Inc	5,358	$206,015
5	MPT	Medical Properties Trust Inc	31,561	$145,811

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$760,543	15,951	+44.2%	Shares	Sole	2026-08-12
2026-03-31	$484,649	11,060	+47.6%	Shares	Sole	2026-05-14
2025-12-31	$332,283	7,494	—	Shares	Sole	2026-02-18
No filing history on record for this holder in this stock.