Position in OHI
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,616,018
+$133,369 QoQ
Shares Held
33,893
+0.2% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#271
of 759 holders
Holding Since
Mar 2024
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, 2026Summit Financial, LLC holds $5,650,890 across 6 REIT - Healthcare Facilities names. OHI ranks #2 (28.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DHC |
Diversified Healthcare Trust
|
225,883 | $2,100,711 | |
| 2 | OHI |
Omega Healthcare Investors Inc
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|
33,893 | $1,616,018 | |
| 3 | WELL |
Welltower Inc.
|
6,343 | $1,439,670 | |
| 4 | VTR |
Ventas, Inc.
|
2,574 | $228,571 | |
| 5 | HR |
Healthcare Realty Trust Inc
|
10,658 | $214,971 | |
| 6 | MPT |
Medical Properties Trust Inc
|
11,028 | $50,949 |
All Filings in OHI
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,616,018 | 33,893 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,482,649 | 33,835 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,590,741 | 35,876 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,364,423 | 32,317 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,211,612 | 33,059 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,216,046 | 31,934 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,233,872 | 32,599 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $1,246,437 | 30,625 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,034,007 | 30,190 | 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. | ||||||