Ethic Inc.

Position in OHI — Omega Healthcare Investors Inc

CIK 1780570 NEW YORK, NY

Position in OHI

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$2,248,779

+$100,767 QoQ

Shares Held

47,164

-3.8% QoQ

Ownership

0.016%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#232

of 759 holders

Holding Since

Dec 2021

10 quarters on record

Voting authority Sole 92% Shared 0% None 8%

Real Estate · as of Jun 30, 2026

Ethic Inc. holds $40,540,671 across 9 REIT - Healthcare Facilities names. OHI ranks #3 (5.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WELL	Welltower Inc.	117,057	$26,568,427
2	VTR	Ventas, Inc.	99,147	$8,804,253
3	OHI	Omega Healthcare Investors Inc This page	47,164	$2,248,779
4	DOC	Healthpeak Properties, Inc.	48,741	$1,043,057
5	HR	Healthcare Realty Trust Inc	41,631	$839,697
6	AHR	American Healthcare REIT, Inc.	6,924	$361,086
7	CTRE	CareTrust REIT, Inc.	7,484	$301,979
8	DHC	Diversified Healthcare Trust	28,107	$261,395

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,248,779	47,164	-3.8%	Shares	Sole	2026-07-29
2026-03-31	$2,148,012	49,019	+28.2%	Shares	Sole	2026-04-27
2025-12-31	$1,695,561	38,240	+21.2%	Shares	Sole	2026-02-03
2025-09-30	$1,332,632	31,564	+13.3%	Shares	Sole	2025-10-17
2025-06-30	$1,021,178	27,863	-9.8%	Shares	Sole	2025-07-30
2025-03-31	$1,176,519	30,896	+162.1%	Shares	Sole	2025-05-13
2024-12-31	$446,175	11,788	+66.6%	Shares	Sole	2025-02-14
2024-06-30	$242,284	7,074	-4.3%	Shares	Sole	2024-08-13
2023-12-31	$226,546	7,389	-12.1%	Shares	Sole	2024-02-14
2021-12-31	$248,763	8,407	—	Shares	Sole	2022-02-14
No filing history on record for this holder in this stock.