Keudell/Morrison Wealth Management
Position in OHI — Omega Healthcare Investors Inc
CIK 1785498
Salem, OR
Position in OHI
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$403,277
+$19,064 QoQ
Shares Held
8,458
-3.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#463
of 755 holders
Holding Since
Mar 2020
25 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, 2026Keudell/Morrison Wealth Management holds $1,917,168 across 2 REIT - Healthcare Facilities names. OHI ranks #2 (21.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LTC |
Ltc Properties Inc
|
39,373 | $1,513,891 | |
| 2 | OHI |
Omega Healthcare Investors Inc
This page
|
8,458 | $403,277 |
All Filings in OHI
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $403,277 | 8,458 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $384,213 | 8,768 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $386,423 | 8,715 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $320,687 | 8,750 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $357,952 | 9,400 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $371,876 | 9,825 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $399,877 | 9,825 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $339,965 | 9,926 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $314,356 | 9,926 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $304,331 | 9,926 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $329,146 | 9,926 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $322,122 | 10,496 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $339,500 | 12,386 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $364,356 | 13,036 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $393,278 | 13,336 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $377,464 | 13,390 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $293,215 | 9,410 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $292,497 | 9,885 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $281,923 | 9,410 | Shares | Sole | 2021-12-08 | |
| 2021-06-30 | $363,262 | 10,010 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $371,245 | 10,135 | Shares | Sole | 2021-04-13 | |
| 2020-12-31 | $405,331 | 11,160 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $334,130 | 11,160 | Shares | Sole | 2020-10-20 | |
| 2020-06-30 | $343,411 | 11,551 | Shares | Sole | 2020-07-14 | |
| 2020-03-31 | $384,564 | 14,490 | Shares | Sole | 2020-04-20 | |
| No filing history on record for this holder in this stock. | ||||||