Position in OHI
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$2,607,237
+$31,410 QoQ
Shares Held
54,682
-7.0% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.46%
of 13F equity value
Holder Rank
#216
of 755 holders
Holding Since
Sep 2021
19 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, 2026XML Financial, LLC holds $3,635,381 across 3 REIT - Healthcare Facilities names. OHI ranks #1 (71.7% of the industry book) .
All Filings in OHI
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,607,237 | 54,682 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $2,575,827 | 58,782 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $2,648,605 | 59,734 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $2,816,158 | 66,702 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $2,444,628 | 66,702 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $2,700,900 | 70,927 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $2,870,392 | 75,836 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $3,146,150 | 77,301 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $2,883,507 | 84,190 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $3,090,896 | 97,597 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $4,998,101 | 163,017 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $5,465,762 | 164,830 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $5,159,572 | 168,119 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $4,623,354 | 168,674 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $4,482,257 | 160,367 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $4,403,387 | 149,318 | Shares | Sole | 2022-11-04 | |
| 2022-03-31 | $4,072,175 | 130,686 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $3,235,133 | 109,332 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $2,666,649 | 89,007 | Shares | Sole | 2021-11-01 | |
| No filing history on record for this holder in this stock. | ||||||