Global Retirement Partners, LLC
PensionPosition in OHI — Omega Healthcare Investors Inc
CIK 1749744
San Rafael, CA
Position in OHI
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$504,645
-$92,437 QoQ
Shares Held
10,584
-21.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#427
of 759 holders
Holding Since
Sep 2021
17 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, 2026Global Retirement Partners, LLC holds $6,792,702 across 14 REIT - Healthcare Facilities names. OHI ranks #4 (7.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
14,473 | $3,284,936 | |
| 2 | DOC |
Healthpeak Properties, Inc.
|
80,578 | $1,724,369 | |
| 3 | VTR |
Ventas, Inc.
|
6,404 | $568,675 | |
| 4 | OHI |
Omega Healthcare Investors Inc
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|
10,584 | $504,645 | |
| 5 | AHR |
American Healthcare REIT, Inc.
|
2,560 | $133,504 | |
| 6 | CTRE |
CareTrust REIT, Inc.
|
3,273 | $132,065 | |
| 7 | SBRA |
Sabra Health Care REIT, Inc.
|
6,575 | $128,278 | |
| 8 | 3,238 | $98,305 |
All Filings in OHI
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $504,645 | 10,584 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $597,082 | 13,466 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $303,646 | 7,192 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $348,468 | 9,508 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $408,969 | 10,805 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $475,091 | 11,673 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $562,830 | 16,433 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $517,962 | 16,355 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $489,180 | 15,955 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $554,302 | 16,716 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $504,267 | 16,431 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $439,574 | 16,037 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $414,163 | 14,818 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $366,973 | 12,444 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $157,666 | 5,593 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $174,340 | 5,595 | Shares | Sole | 2022-07-14 | |
| 2021-09-30 | $6,231 | 208 | Shares | Sole | 2021-10-22 | |
| No filing history on record for this holder in this stock. | ||||||