Geneos Wealth Management Inc.
Position in OHI — Omega Healthcare Investors Inc
CIK 1764754
ENGLEWOOD, CO
Position in OHI
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$649,061
-$6,417 QoQ
Shares Held
14,812
+0.2% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Common Shares in OHI Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Mar 31, 2026Geneos Wealth Management Inc. holds $4,508,706 across 10 REIT - Healthcare Facilities names. OHI ranks #4 (14.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AHR |
American Healthcare REIT, Inc.
|
24,986 | $1,178,339 | |
| 2 | SILA |
Sila Realty Trust, Inc.
|
41,517 | $983,122 | |
| 3 | WELL |
Welltower Inc.
|
4,921 | $972,930 | |
| 4 | OHI |
Omega Healthcare Investors Inc
This page
|
14,812 | $649,061 | |
| 5 | HR |
Healthcare Realty Trust Inc
|
25,646 | $435,725 | |
| 6 | VTR |
Ventas, Inc.
|
1,913 | $156,445 | |
| 7 | DOC |
Healthpeak Properties, Inc.
|
4,594 | $75,479 | |
| 8 | LTC |
Ltc Properties Inc
|
850 | $31,586 |
All Filings in OHI
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $649,061 | 14,812 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $655,478 | 14,783 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $622,871 | 14,753 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $512,586 | 13,986 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $414,653 | 10,889 | Shares | Sole | 2025-05-21 | |
| 2024-12-31 | $407,720 | 10,772 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $437,158 | 10,741 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $365,036 | 10,658 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $352,138 | 11,119 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $339,774 | 11,082 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $489,076 | 14,749 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $432,974 | 14,108 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $284,159 | 10,367 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $384,843 | 13,769 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $415,248 | 14,081 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $495,523 | 17,578 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $581,071 | 18,648 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $542,621 | 18,338 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $509,709 | 17,013 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $480,915 | 13,252 | Shares | Sole | 2021-07-08 | |
| 2021-03-31 | $1,160,914 | 31,693 | Shares | Sole | 2021-06-17 | |
| 2020-12-31 | $1,118,401 | 30,793 | Shares | Sole | 2021-05-19 | |
| 2020-09-30 | $382,663 | 12,781 | Shares | Sole | 2021-09-07 | |
| 2020-06-30 | $382,952 | 12,881 | Shares | Sole | 2021-09-07 | |
| 2020-03-31 | $365,084 | 13,756 | Shares | Sole | 2021-09-07 | |
| No filing history on record for this holder in this stock. | ||||||