Position in OHI
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$834,733
+$18,235 QoQ
Shares Held
17,507
-6.0% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#344
of 755 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 1%
Shared 1%
None 99%
Common Shares in OHI Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026GeoWealth Management, LLC holds $13,379,274 across 7 REIT - Healthcare Facilities names. OHI ranks #4 (6.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
39,630 | $8,994,821 | |
| 2 | VTR |
Ventas, Inc.
|
17,937 | $1,592,805 | |
| 3 | DOC |
Healthpeak Properties, Inc.
|
50,088 | $1,071,883 | |
| 4 | OHI |
Omega Healthcare Investors Inc
This page
|
17,507 | $834,733 | |
| 5 | HR |
Healthcare Realty Trust Inc
|
25,425 | $512,822 | |
| 6 | CTRE |
CareTrust REIT, Inc.
|
6,779 | $273,532 | |
| 7 | MPT |
Medical Properties Trust Inc
|
21,359 | $98,678 |
All Filings in OHI
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $834,733 | 17,507 | Shares | Other | 2026-07-30 | |
| 2026-03-31 | $816,498 | 18,633 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $891,234 | 20,100 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $795,847 | 18,850 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $682,093 | 18,611 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $590,620 | 15,510 | Shares | Other | 2025-05-09 | |
| 2024-12-31 | $576,417 | 15,229 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $373,544 | 9,178 | Shares | Other | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||