Principle Wealth Partners LLC
Position in OHI — Omega Healthcare Investors Inc
CIK 1743413
MADISON, CT
Position in OHI
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$246,982
+$19,995 QoQ
Shares Held
5,180
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#534
of 755 holders
Holding Since
Dec 2020
10 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 Jun 30, 2026Principle Wealth Partners LLC holds $547,475 across 2 REIT - Healthcare Facilities names. OHI ranks #2 (45.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SBRA |
Sabra Health Care REIT, Inc.
|
15,402 | $300,493 | |
| 2 | OHI |
Omega Healthcare Investors Inc
This page
|
5,180 | $246,982 |
All Filings in OHI
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $246,982 | 5,180 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $226,987 | 5,180 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $229,681 | 5,180 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $218,699 | 5,180 | Shares | Sole | 2025-11-03 | |
| 2024-09-30 | $210,826 | 5,180 | Shares | Sole | 2024-11-13 | |
| 2022-03-31 | $208,429 | 6,689 | Shares | Sole | 2022-05-12 | |
| 2021-09-30 | $245,612 | 8,198 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $297,505 | 8,198 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $300,292 | 8,198 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $297,751 | 8,198 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||