Position in OHI
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$7,190,763
+$4,553,238 QoQ
Shares Held
150,813
+150.6% QoQ
Ownership
0.050%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#138
of 742 holders
Holding Since
Dec 2021
19 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, 2026NewEdge Advisors, LLC holds $72,494,348 across 10 REIT - Healthcare Facilities names. OHI ranks #2 (9.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
238,162 | $54,055,629 | |
| 2 | OHI |
Omega Healthcare Investors Inc
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|
150,813 | $7,190,763 | |
| 3 | DOC |
Healthpeak Properties, Inc.
|
146,336 | $3,131,590 | |
| 4 | AHR |
American Healthcare REIT, Inc.
|
37,799 | $1,971,217 | |
| 5 | CTRE |
CareTrust REIT, Inc.
|
37,934 | $1,530,636 | |
| 6 | SBRA |
Sabra Health Care REIT, Inc.
|
71,128 | $1,387,707 | |
| 7 | NHI |
National Health Investors Inc
|
15,103 | $1,151,754 | |
| 8 | HR |
Healthcare Realty Trust Inc
|
50,704 | $1,022,699 |
All Filings in OHI
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,190,763 | 150,813 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $2,637,525 | 60,190 | Shares | Sole | 2026-06-03 | |
| 2025-12-31 | $1,474,083 | 33,245 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $1,337,107 | 31,670 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $1,162,208 | 31,711 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,105,843 | 29,040 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,119,035 | 29,565 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $990,027 | 24,325 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $823,883 | 24,055 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $866,997 | 27,376 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $853,819 | 27,848 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $913,922 | 27,561 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $846,000 | 27,566 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $786,420 | 28,691 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $930,902 | 33,306 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $973,052 | 32,996 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $942,560 | 33,436 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $1,046,508 | 33,585 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $797,302 | 26,945 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||