Position in OHI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$57,216
+$9,014 QoQ
Shares Held
1,200
+9.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#614
of 759 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in OHI Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026Heritage Wealth Advisors holds $155,380 across 5 REIT - Healthcare Facilities names. OHI ranks #2 (36.8% of the industry book) .
All Filings in OHI
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $57,216 | 1,200 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $48,202 | 1,100 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $44,340 | 1,000 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $27,443 | 650 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $23,822 | 650 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $19,040 | 500 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $18,925 | 500 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $20,350 | 500 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $17,125 | 500 | Shares | Sole | 2024-12-12 | |
| 2024-03-31 | $15,835 | 500 | Shares | Sole | 2024-12-12 | |
| 2023-12-31 | $15,330 | 500 | Shares | Sole | 2024-12-12 | |
| No filing history on record for this holder in this stock. | ||||||