WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Position in OHI — Omega Healthcare Investors Inc
CIK 1632972
PLYMOUTH, MN
Position in OHI
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$12,020,414
+$7,839,461 QoQ
Shares Held
252,106
+164.2% QoQ
Ownership
0.085%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#9
of 269 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority
Sole 6%
Shared 0%
None 94%
Common Shares in OHI Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $67,418,613 across 13 REIT - Healthcare Facilities names. OHI ranks #2 (17.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
161,934 | $36,754,159 | |
| 2 | OHI |
Omega Healthcare Investors Inc
This page
|
252,106 | $12,020,414 | |
| 3 | VTR |
Ventas, Inc.
|
70,641 | $6,272,920 | |
| 4 | DOC |
Healthpeak Properties, Inc.
|
196,421 | $4,203,409 | |
| 5 | HR |
Healthcare Realty Trust Inc
|
138,925 | $2,802,117 | |
| 6 | AHR |
American Healthcare REIT, Inc.
|
34,742 | $1,811,795 | |
| 7 | MPT |
Medical Properties Trust Inc
|
222,729 | $1,029,007 | |
| 8 | CTRE |
CareTrust REIT, Inc.
|
19,651 | $792,917 |
All Filings in OHI
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,020,414 | 252,106 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $4,180,953 | 95,412 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $10,861,437 | 244,958 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $3,811,621 | 90,280 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $12,917,842 | 352,465 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $11,293,956 | 296,585 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $20,979,725 | 554,286 | Shares | Sole | 2025-03-17 | |
| 2024-09-30 | $2,061,455 | 50,650 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $1,432,985 | 41,839 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $1,210,522 | 38,223 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $1,229,527 | 40,102 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $2,795,852 | 84,314 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $307,728 | 10,027 | Shares | Sole | 2023-07-21 | |
| No filing history on record for this holder in this stock. | ||||||