Bogart Wealth, LLC

Position in OHI — Omega Healthcare Investors Inc

CIK 1715740 MCLEAN, VA

Position in OHI

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$509,889

+$40,402 QoQ

Shares Held

10,694

-0.2% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#420

of 755 holders

Holding Since

Sep 2021

20 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

Bogart Wealth, LLC holds $1,039,797 across 6 REIT - Healthcare Facilities names. OHI ranks #1 (49.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	OHI	Omega Healthcare Investors Inc This page	10,694	$509,889
2	WELL	Welltower Inc.	1,323	$300,281
3	VTR	Ventas, Inc.	2,012	$178,665
4	DOC	Healthpeak Properties, Inc.	2,121	$45,389
5			165	$5,009
6	HR	Healthcare Realty Trust Inc	28	$564

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$509,889	10,694	-0.2%	Shares	Sole	2026-07-24
2026-03-31	$469,487	10,714	+2.4%	Shares	Sole	2026-04-28
2025-12-31	$463,840	10,461	+2.3%	Shares	Sole	2026-01-30
2025-09-30	$431,657	10,224	+0.1%	Shares	Sole	2025-10-27
2025-06-30	$374,269	10,212	0.0%	Shares	Sole	2025-07-30
2025-03-31	$388,872	10,212	0.0%	Shares	Sole	2025-05-02
2024-12-31	$386,524	10,212	0.0%	Shares	Sole	2025-01-30
2024-09-30	$415,628	10,212	0.0%	Shares	Sole	2024-10-23
2024-06-30	$349,761	10,212	0.0%	Shares	Sole	2024-07-31
2024-03-31	$323,414	10,212	0.0%	Shares	Sole	2024-04-25
2023-12-31	$313,099	10,212	0.0%	Shares	Sole	2024-02-07
2023-09-30	$338,629	10,212	0.0%	Shares	Sole	2023-10-30
2023-06-30	$313,406	10,212	0.0%	Shares	Sole	2023-07-31
2023-03-31	$279,910	10,212	-4.7%	Shares	Sole	2023-04-21
2022-12-31	$299,400	10,712	+78.0%	Shares	Sole	2023-02-06
2022-09-30	$177,441	6,017	+9.1%	Shares	Sole	2022-11-03
2022-06-30	$155,524	5,517	0.0%	Shares	Sole	2022-07-22
2022-03-31	$171,909	5,517	+46.5%	Shares	Sole	2022-04-22
2021-12-31	$111,435	3,766	+161.0%	Shares	Sole	2022-01-19
2021-09-30	$43,232	1,443	—	Shares	Sole	2021-10-15
No filing history on record for this holder in this stock.