JEPPSON WEALTH MANAGEMENT, LLC
Position in OHI — Omega Healthcare Investors Inc
CIK 1831263
MANHATTAN BEACH, CA
Position in OHI
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$2,439,070
+$196,056 QoQ
Shares Held
51,155
-0.1% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.81%
of 13F equity value
Holder Rank
#222
of 755 holders
Holding Since
Sep 2020
24 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, 2026JEPPSON WEALTH MANAGEMENT, LLC holds $4,943,009 across 3 REIT - Healthcare Facilities names. OHI ranks #1 (49.3% of the industry book) .
All Filings in OHI
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,439,070 | 51,155 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $2,243,014 | 51,187 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $2,284,441 | 51,521 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $2,182,520 | 51,694 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $1,900,522 | 51,856 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $1,980,198 | 52,001 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $1,975,202 | 52,185 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $2,141,145 | 52,608 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $1,822,648 | 53,216 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $1,689,626 | 53,351 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $1,648,189 | 53,757 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $1,766,068 | 53,259 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $1,647,807 | 53,692 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $1,513,881 | 55,231 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $1,491,076 | 53,348 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $1,494,199 | 50,668 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $1,406,821 | 49,905 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $1,278,619 | 41,034 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $1,157,708 | 39,125 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $1,100,820 | 36,743 | Shares | Sole | 2021-11-17 | |
| 2021-06-30 | $694,481 | 19,137 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $703,735 | 19,212 | Shares | Sole | 2021-05-19 | |
| 2020-12-31 | $696,327 | 19,172 | Shares | Sole | 2021-03-05 | |
| 2020-09-30 | $535,087 | 17,872 | Shares | Sole | 2020-11-19 | |
| No filing history on record for this holder in this stock. | ||||||