Steward Partners Investment Advisory, LLC
Position in OHI — Omega Healthcare Investors Inc
CIK 1723397
STAMFORD, CT
Position in OHI
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$350,647
+$59,910 QoQ
Shares Held
8,002
+22.0% 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
25 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in OHI Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Mar 31, 2026Steward Partners Investment Advisory, LLC holds $16,478,060 across 14 REIT - Healthcare Facilities names. OHI ranks #5 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CTRE |
CareTrust REIT, Inc.
|
263,868 | $9,670,762 | |
| 2 | WELL |
Welltower Inc.
|
22,560 | $4,460,337 | |
| 3 | AHR |
American Healthcare REIT, Inc.
|
22,295 | $1,051,432 | |
| 4 | VTR |
Ventas, Inc.
|
4,667 | $381,667 | |
| 5 | OHI |
Omega Healthcare Investors Inc
This page
|
8,002 | $350,647 | |
| 6 | DOC |
Healthpeak Properties, Inc.
|
19,255 | $316,359 | |
| 7 | MPT |
Medical Properties Trust Inc
|
23,235 | $107,578 | |
| 8 | SBRA |
Sabra Health Care REIT, Inc.
|
4,000 | $76,920 |
All Filings in OHI
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $350,647 | 8,002 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $290,737 | 6,557 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $230,014 | 5,448 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $264,173 | 7,208 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $279,164 | 7,331 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $205,487 | 5,429 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $144,525 | 3,551 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $220,090 | 6,426 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $842,802 | 26,612 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $819,235 | 26,720 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $901,288 | 27,180 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $859,995 | 28,022 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $767,891 | 28,015 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $822,848 | 29,440 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $908,527 | 30,808 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $850,097 | 30,156 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $983,596 | 31,566 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $395,588 | 13,369 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $517,559 | 17,275 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $372,045 | 10,252 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $532,490 | 14,537 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $250,026 | 6,884 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $170,388 | 5,691 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $129,057 | 4,341 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $78,505 | 2,958 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||