Position in OHI
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$1,474,027
+$102,111 QoQ
Shares Held
30,915
-1.3% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
1.06%
of 13F equity value
Holder Rank
#277
of 755 holders
Holding Since
Dec 2023
11 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, 2026GoalVest Advisory LLC holds $1,504,869 across 3 REIT - Healthcare Facilities names. OHI ranks #1 (98.0% of the industry book) .
All Filings in OHI
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,474,027 | 30,915 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $1,371,916 | 31,308 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $1,595,486 | 35,983 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $1,771,340 | 41,955 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $1,461,198 | 39,869 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $1,443,574 | 37,909 | Shares | Sole | 2025-04-07 | |
| 2024-12-31 | $1,282,925 | 33,895 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $1,392,509 | 34,214 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $1,137,819 | 33,221 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $1,088,656 | 34,375 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $893,279 | 29,135 | Shares | Sole | 2024-01-02 | |
| No filing history on record for this holder in this stock. | ||||||