Position in OHI
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$461,065
+$32,156 QoQ
Shares Held
9,670
-1.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#437
of 759 holders
Holding Since
Mar 2020
13 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in OHI Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026Arkadios Wealth Advisors holds $8,080,428 across 6 REIT - Healthcare Facilities names. OHI ranks #4 (5.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
16,507 | $3,746,592 | |
| 2 | AHR |
American Healthcare REIT, Inc.
|
50,350 | $2,625,752 | |
| 3 | DOC |
Healthpeak Properties, Inc.
|
25,463 | $544,908 | |
| 4 | OHI |
Omega Healthcare Investors Inc
This page
|
9,670 | $461,065 | |
| 5 | VTR |
Ventas, Inc.
|
5,049 | $448,350 | |
| 6 | CTRE |
CareTrust REIT, Inc.
|
6,289 | $253,761 |
All Filings in OHI
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $461,065 | 9,670 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $428,909 | 9,788 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $395,955 | 8,930 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $396,909 | 9,401 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $330,948 | 9,030 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $342,377 | 8,991 | Shares | Sole | 2025-05-08 | |
| 2021-09-30 | $4,523 | 151 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $5,479 | 151 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $36,007 | 983 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $21,828 | 601 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $36,646 | 1,224 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $32,792 | 1,103 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $11,544 | 435 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||