Foundations Investment Advisors, LLC

Endowment

Position in OHI — Omega Healthcare Investors Inc

CIK 1743404 PHOENIX, AZ

Position in OHI

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$1,601,809

-$9,759 QoQ

Shares Held

33,595

-8.7% QoQ

Ownership

0.011%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#271

of 755 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Foundations Investment Advisors, LLC holds $3,889,523 across 6 REIT - Healthcare Facilities names. OHI ranks #1 (41.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	OHI	Omega Healthcare Investors Inc This page	33,595	$1,601,809
2	CTRE	CareTrust REIT, Inc.	15,251	$615,377
3	VTR	Ventas, Inc.	5,722	$508,113
4	WELL	Welltower Inc.	2,159	$490,028
5	AHR	American Healthcare REIT, Inc.	8,705	$453,965
6			7,254	$220,231

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,601,809	33,595	-8.7%	Shares	Other	2026-08-14
2026-03-31	$1,611,568	36,777	+2.5%	Shares	Other	2026-05-11
2025-12-31	$1,590,608	35,873	+0.1%	Shares	Sole	2026-02-10
2025-09-30	$1,512,658	35,828	+4.4%	Shares	Sole	2025-11-03
2025-06-30	$1,257,791	34,319	+7.1%	Shares	Sole	2025-08-08
2025-03-31	$1,220,387	32,048	+16.6%	Shares	Sole	2025-05-07
2024-12-31	$1,040,004	27,477	+21.3%	Shares	Sole	2025-01-22
2024-09-30	$921,855	22,650	+52.1%	Shares	Sole	2024-10-21
2024-06-30	$510,153	14,895	-2.8%	Shares	Sole	2024-08-02
2024-03-31	$485,342	15,325	+1.6%	Shares	Sole	2024-05-13
2023-12-31	$462,506	15,085	+7.0%	Shares	Sole	2024-02-08
2023-09-30	$467,390	14,095	—	Shares	Sole	2023-10-05
No filing history on record for this holder in this stock.