Position in OHI
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$4,386
+$443 QoQ
Shares Held
92
+2.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#715
of 759 holders
Holding Since
Dec 2020
23 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, 2026SOA Wealth Advisors, LLC. holds $1,029,609 across 2 REIT - Healthcare Facilities names. OHI ranks #2 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
4,517 | $1,025,223 | |
| 2 | OHI |
Omega Healthcare Investors Inc
This page
|
92 | $4,386 |
All Filings in OHI
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,386 | 92 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $3,943 | 90 | Shares | Sole | 2026-05-20 | |
| 2025-12-31 | $3,946 | 89 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $3,715 | 88 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $3,151 | 86 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $3,236 | 85 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $3,141 | 83 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $3,337 | 82 | Shares | Sole | 2024-11-20 | |
| 2024-06-30 | $2,774 | 81 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $2,501 | 79 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $2,360 | 77 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $2,520 | 76 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $2,271 | 74 | Shares | Sole | 2023-07-07 | |
| 2023-03-31 | $1,973 | 72 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $1,984 | 71 | Shares | Sole | 2023-01-10 | |
| 2022-09-30 | $2,034 | 69 | Shares | Sole | 2022-10-07 | |
| 2022-06-30 | $1,888 | 67 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $2,056 | 66 | Shares | Sole | 2022-04-07 | |
| 2021-12-31 | $1,893 | 64 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $1,887 | 63 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $2,249 | 62 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $4,468 | 122 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $4,358 | 120 | Shares | Sole | 2021-03-10 | |
| No filing history on record for this holder in this stock. | ||||||