Independent Advisor Alliance
Position in OHI — Omega Healthcare Investors Inc
CIK 1696899
CHARLOTTE, NC
Position in OHI
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$573,827
+$50,617 QoQ
Shares Held
12,035
+0.8% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#405
of 755 holders
Holding Since
Mar 2020
3 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, 2026Independent Advisor Alliance holds $3,574,886 across 3 REIT - Healthcare Facilities names. OHI ranks #3 (16.1% of the industry book) .
All Filings in OHI
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $573,827 | 12,035 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $523,210 | 11,940 | Shares | Sole | 2026-05-12 | |
| 2020-03-31 | $209,480 | 7,893 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||