Position in OHI
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$356,820
-$82,630 QoQ
Shares Held
8,143
-17.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 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 Mar 31, 2026AE Wealth Management LLC holds $3,623,913 across 6 REIT - Healthcare Facilities names. OHI ranks #5 (9.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AHR |
American Healthcare REIT, Inc.
|
18,887 | $890,704 | |
| 2 | WELL |
Welltower Inc.
|
4,102 | $810,991 | |
| 3 | VTR |
Ventas, Inc.
|
9,168 | $749,746 | |
| 4 | SILA |
Sila Realty Trust, Inc.
|
26,842 | $635,617 | |
| 5 | OHI |
Omega Healthcare Investors Inc
This page
|
8,143 | $356,820 | |
| 6 | MPT |
Medical Properties Trust Inc
|
38,886 | $180,035 |
All Filings in OHI
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $356,820 | 8,143 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $439,450 | 9,911 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $417,427 | 9,887 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $363,273 | 9,912 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $336,855 | 8,846 | Shares | Other | 2025-05-06 | |
| 2024-12-31 | $312,147 | 8,247 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $299,591 | 7,361 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $293,145 | 8,559 | Shares | Other | 2024-08-12 | |
| 2023-12-31 | $2,359,195 | 76,947 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,171,913 | 65,498 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $1,810,311 | 58,987 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $1,301,152 | 47,470 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $1,493,731 | 53,443 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $991,689 | 33,628 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $582,715 | 20,671 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $721,821 | 23,165 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $963,657 | 32,567 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $925,584 | 30,894 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $710,376 | 19,575 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $285,127 | 7,784 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $325,863 | 8,972 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $222,154 | 7,420 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $579,705 | 19,499 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $493,219 | 18,584 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||