Summit Place Financial Advisors, LLC
Position in OHI — Omega Healthcare Investors Inc
CIK 1801413
SUMMIT, NJ
Position in OHI
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$737,418
-$1,387 QoQ
Shares Held
15,466
-8.3% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
#372
of 755 holders
Holding Since
Mar 2020
26 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, 2026Summit Place Financial Advisors, LLC holds $5,270,990 across 3 REIT - Healthcare Facilities names. OHI ranks #2 (14.0% of the industry book) .
All Filings in OHI
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $737,418 | 15,466 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $738,805 | 16,860 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $804,105 | 18,135 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $1,073,696 | 25,431 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $957,664 | 26,130 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $1,054,549 | 27,693 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $1,425,506 | 37,662 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $1,542,937 | 37,910 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $1,352,669 | 39,494 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $1,204,790 | 38,042 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $1,162,473 | 37,915 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $1,262,202 | 38,064 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,228,735 | 40,037 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $963,050 | 35,135 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $898,173 | 32,135 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $890,155 | 30,185 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $819,906 | 29,085 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $939,006 | 30,135 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $881,782 | 29,800 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $843,374 | 28,150 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $977,108 | 26,925 | Shares | Sole | 2021-07-23 | |
| 2021-03-31 | $1,033,881 | 28,225 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $1,003,340 | 27,625 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $825,595 | 27,575 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $783,385 | 26,350 | Shares | Sole | 2020-07-22 | |
| 2020-03-31 | $461,796 | 17,400 | Shares | Sole | 2020-04-22 | |
| No filing history on record for this holder in this stock. | ||||||