Merit Financial Group, LLC
Position in OHI — Omega Healthcare Investors Inc
CIK 1621225
ALPHARETTA, GA
Position in OHI
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$2,497,762
+$218,598 QoQ
Shares Held
52,386
+0.7% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#222
of 759 holders
Holding Since
Mar 2020
26 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, 2026Merit Financial Group, LLC holds $26,076,727 across 9 REIT - Healthcare Facilities names. OHI ranks #4 (9.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AHR |
American Healthcare REIT, Inc.
|
164,865 | $8,597,709 | |
| 2 | WELL |
Welltower Inc.
|
34,745 | $7,886,068 | |
| 3 | VTR |
Ventas, Inc.
|
44,209 | $3,925,757 | |
| 4 | OHI |
Omega Healthcare Investors Inc
This page
|
52,386 | $2,497,762 | |
| 5 | DOC |
Healthpeak Properties, Inc.
|
79,458 | $1,700,398 | |
| 6 | HR |
Healthcare Realty Trust Inc
|
34,495 | $695,763 | |
| 7 | MPT |
Medical Properties Trust Inc
|
78,871 | $364,381 | |
| 8 | SBRA |
Sabra Health Care REIT, Inc.
|
10,599 | $206,784 |
All Filings in OHI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,497,762 | 52,386 | Shares | Other | 2026-07-20 | |
| 2026-03-31 | $2,279,164 | 52,012 | Shares | Other | 2026-04-15 | |
| 2025-12-31 | $2,016,581 | 45,480 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $1,913,704 | 45,327 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $1,622,238 | 44,263 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $1,660,059 | 43,594 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $1,289,738 | 34,075 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $1,132,151 | 27,817 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $1,335,236 | 38,985 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $995,356 | 31,429 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $962,478 | 31,392 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $1,068,348 | 32,218 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $992,361 | 32,335 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $924,950 | 33,745 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $985,377 | 35,255 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $1,012,185 | 34,323 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $988,087 | 35,051 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $1,101,537 | 35,351 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $1,023,843 | 34,601 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,187,494 | 39,636 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $1,438,390 | 39,636 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $1,376,152 | 37,569 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $1,371,697 | 37,767 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,196,611 | 39,967 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $1,313,084 | 44,167 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $1,116,511 | 42,069 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||