Position in OHI
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$4,813,820
+$283,753 QoQ
Shares Held
100,961
-2.3% QoQ
Ownership
0.033%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#168
of 761 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 78%
Shared 1%
None 21%
Common Shares in OHI Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026Focus Partners Wealth holds $53,194,916 across 10 REIT - Healthcare Facilities names. OHI ranks #3 (9.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
133,077 | $30,204,486 | |
| 2 | CHCT |
Community Healthcare Trust Inc
|
513,420 | $9,385,317 | |
| 3 | OHI |
Omega Healthcare Investors Inc
This page
|
100,961 | $4,813,820 | |
| 4 | DOC |
Healthpeak Properties, Inc.
|
124,703 | $2,668,644 | |
| 5 | VTR |
Ventas, Inc.
|
24,898 | $2,210,942 | |
| 6 | 40,442 | $1,227,819 | |||
| 7 | HR |
Healthcare Realty Trust Inc
|
57,808 | $1,165,987 | |
| 8 | MPT |
Medical Properties Trust Inc
|
141,324 | $652,916 |
All Filings in OHI
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,813,820 | 100,961 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $4,530,067 | 103,379 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $4,066,510 | 91,712 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,418,718 | 33,603 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $910,605 | 24,846 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $756,344 | 19,862 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 | $729,180 | 19,265 | Shares | Sole | 2025-05-20 | |
| 2024-09-30 | $791,004 | 19,435 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $892,692 | 26,064 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $406,136 | 12,824 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $393,183 | 12,824 | Shares | Sole | 2024-02-15 | |
| No filing history on record for this holder in this stock. | ||||||