Position in OHI
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$1,954
+$1,953 QoQ
Shares Held
41
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#731
of 759 holders
Holding Since
Mar 2020
6 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, 2026Avion Wealth holds $185,527 across 7 REIT - Healthcare Facilities names. OHI ranks #6 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VTR |
Ventas, Inc.
|
1,232 | $109,401 | |
| 2 | WELL |
Welltower Inc.
|
150 | $34,045 | |
| 3 | DOC |
Healthpeak Properties, Inc.
|
726 | $15,536 | |
| 4 | CHCT |
Community Healthcare Trust Inc
|
770 | $14,075 | |
| 5 | SBRA |
Sabra Health Care REIT, Inc.
|
508 | $9,911 | |
| 6 | OHI |
Omega Healthcare Investors Inc
This page
|
41 | $1,954 | |
| 7 | CTRE |
CareTrust REIT, Inc.
|
15 | $605 |
All Filings in OHI
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,954 | 41 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $1 | 41 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $2 | 52 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $1 | 41 | Shares | Sole | 2025-10-24 | |
| 2023-09-30 | $994 | 30 | Shares | Sole | 2023-10-20 | |
| 2020-03-31 | $66,350 | 2,500 | Shares | Sole | 2020-04-08 | |
| No filing history on record for this holder in this stock. | ||||||