Summit Financial, LLC

Position in OHI — Omega Healthcare Investors Inc

CIK 1765536 PARSIPPANY, NJ

Position in OHI

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$1,482,649

-$108,092 QoQ

Shares Held

33,835

-5.7% QoQ

Ownership

0.011%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2024

9 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Real Estate · as of Mar 31, 2026

Summit Financial, LLC holds $4,472,769 across 5 REIT - Healthcare Facilities names. OHI ranks #2 (33.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DHC	Diversified Healthcare Trust	225,883	$1,499,863
2	OHI	Omega Healthcare Investors Inc This page	33,835	$1,482,649
3	WELL	Welltower Inc.	6,344	$1,254,272
4	HR	Healthcare Realty Trust Inc	10,637	$180,722
5	MPT	Medical Properties Trust Inc	11,936	$55,263

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,482,649	33,835	-5.7%	Shares	Sole	2026-05-15
2025-12-31	$1,590,741	35,876	+11.0%	Shares	Sole	2026-02-13
2025-09-30	$1,364,423	32,317	-2.2%	Shares	Sole	2025-11-14
2025-06-30	$1,211,612	33,059	+3.5%	Shares	Sole	2025-08-13
2025-03-31	$1,216,046	31,934	-2.0%	Shares	Sole	2025-05-14
2024-12-31	$1,233,872	32,599	+6.4%	Shares	Sole	2025-02-12
2024-09-30	$1,246,437	30,625	+1.4%	Shares	Sole	2024-11-12
2024-06-30	$1,034,007	30,190	+22.8%	Shares	Sole	2024-07-31
2024-03-31	$778,385	24,578	—	Shares	Sole	2024-04-24
No filing history on record for this holder in this stock.