Perigon Wealth Management, LLC
Position in OHI — Omega Healthcare Investors Inc
CIK 1575239
SAN FRANCISCO, CA
Position in OHI
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$355,263
+$113,684 QoQ
Shares Held
7,451
+35.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#485
of 755 holders
Holding Since
Dec 2020
5 quarters on record
Voting authority
Sole 20%
Shared 0%
None 80%
Common Shares in OHI Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026Perigon Wealth Management, LLC holds $3,734,526 across 6 REIT - Healthcare Facilities names. OHI ranks #4 (9.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
5,411 | $1,228,134 | |
| 2 | AHR |
American Healthcare REIT, Inc.
|
20,066 | $1,046,441 | |
| 3 | VTR |
Ventas, Inc.
|
6,532 | $580,041 | |
| 4 | OHI |
Omega Healthcare Investors Inc
This page
|
7,451 | $355,263 | |
| 5 | DOC |
Healthpeak Properties, Inc.
|
15,928 | $340,859 | |
| 6 | MPT |
Medical Properties Trust Inc
|
39,781 | $183,788 |
All Filings in OHI
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $355,263 | 7,451 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $241,579 | 5,513 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $277,258 | 6,253 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $214,857 | 5,089 | Shares | Sole | 2025-10-17 | |
| 2020-12-31 | $30,944 | 852 | Shares | Sole | 2021-01-28 | |
| No filing history on record for this holder in this stock. | ||||||