EverSource Wealth Advisors, LLC
Position in OHI — Omega Healthcare Investors Inc
CIK 1710537
BIRMINGHAM, AL
Position in OHI
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$252,939
+$8,253 QoQ
Shares Held
5,305
-5.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#516
of 742 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in OHI Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026EverSource Wealth Advisors, LLC holds $2,806,674 across 17 REIT - Healthcare Facilities names. OHI ranks #3 (9.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
6,183 | $1,403,350 | |
| 2 | VTR |
Ventas, Inc.
|
5,017 | $445,505 | |
| 3 | OHI |
Omega Healthcare Investors Inc
This page
|
5,305 | $252,939 | |
| 4 | DOC |
Healthpeak Properties, Inc.
|
6,861 | $146,820 | |
| 5 | HR |
Healthcare Realty Trust Inc
|
6,357 | $128,217 | |
| 6 | MPT |
Medical Properties Trust Inc
|
23,475 | $108,452 | |
| 7 | SBRA |
Sabra Health Care REIT, Inc.
|
3,962 | $77,294 | |
| 8 | CTRE |
CareTrust REIT, Inc.
|
1,440 | $58,100 |
All Filings in OHI
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $252,939 | 5,305 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $244,686 | 5,584 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $276,456 | 6,235 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $234,023 | 5,543 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $209,453 | 5,715 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $77,453 | 2,034 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $59,990 | 1,585 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $58,891 | 1,447 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $48,565 | 1,418 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $43,926 | 1,387 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $56,965 | 1,858 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $64,031 | 1,931 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $58,004 | 1,890 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $72,197 | 2,634 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $46,397 | 1,660 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $3,420 | 116 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $62,215 | 2,207 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $3,116 | 100 | Shares | Sole | 2022-05-25 | |
| 2021-12-31 | $2,959 | 100 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||