Position in OHI
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$8,310,337
+$1,256,062 QoQ
Shares Held
174,294
+8.3% QoQ
Ownership
0.058%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
14 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in OHI Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026Horizon Investments, LLC holds $17,680,266 across 9 REIT - Healthcare Facilities names. OHI ranks #1 (47.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OHI |
Omega Healthcare Investors Inc
This page
|
174,294 | $8,310,337 | |
| 2 | WELL |
Welltower Inc.
|
27,805 | $6,310,900 | |
| 3 | UHT |
Universal Health Realty Income Trust
|
19,035 | $834,875 | |
| 4 | LTC |
Ltc Properties Inc
|
20,907 | $803,874 | |
| 5 | VTR |
Ventas, Inc.
|
7,790 | $691,752 | |
| 6 | DOC |
Healthpeak Properties, Inc.
|
11,803 | $252,584 | |
| 7 | CTRE |
CareTrust REIT, Inc.
|
5,192 | $209,497 | |
| 8 | AHR |
American Healthcare REIT, Inc.
|
3,272 | $170,634 |
All Filings in OHI
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,310,337 | 174,294 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $7,054,275 | 160,983 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $5,491,331 | 123,846 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $6,480,938 | 153,504 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,774,950 | 103,000 | Shares | Sole | 2025-08-14 | |
| 2024-12-31 | $1,778 | 47 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,912 | 47 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $513 | 15 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $1,330 | 42 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $459 | 15 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $497 | 15 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $460 | 15 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $411 | 15 | Shares | Sole | 2023-05-15 | |
| 2020-12-31 | $1,104,709 | 30,416 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||