Position in OHI
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$3,383,182
+$283,268 QoQ
Shares Held
70,956
+0.3% QoQ
Ownership
0.023%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#191
of 755 holders
Holding Since
Mar 2021
22 quarters on record
Common Shares in OHI Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026Spire Wealth Management holds $10,543,458 across 12 REIT - Healthcare Facilities names. OHI ranks #2 (32.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
25,459 | $5,778,428 | |
| 2 | OHI |
Omega Healthcare Investors Inc
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|
70,956 | $3,383,182 | |
| 3 | AHR |
American Healthcare REIT, Inc.
|
18,067 | $942,194 | |
| 4 | 5,276 | $160,179 | |||
| 5 | VTR |
Ventas, Inc.
|
1,505 | $133,644 | |
| 6 | CTRE |
CareTrust REIT, Inc.
|
1,418 | $57,216 | |
| 7 | SBRA |
Sabra Health Care REIT, Inc.
|
2,023 | $39,468 | |
| 8 | HR |
Healthcare Realty Trust Inc
|
1,205 | $24,304 |
All Filings in OHI
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,383,182 | 70,956 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $3,099,914 | 70,742 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $3,152,751 | 71,104 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $3,140,112 | 74,375 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $2,742,519 | 74,830 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $2,980,445 | 78,268 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $3,004,343 | 79,375 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $3,257,302 | 80,032 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $2,726,779 | 79,614 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $2,455,438 | 77,532 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $2,392,215 | 78,024 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $2,757,817 | 83,167 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $2,526,124 | 82,311 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $2,217,551 | 80,903 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $1,831,004 | 65,510 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $2,097,712 | 71,133 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $1,284,167 | 45,554 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $1,239,544 | 39,780 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $1,015,854 | 34,331 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $919,562 | 30,693 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $1,105,538 | 30,464 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $1,203,405 | 32,853 | Shares | Sole | 2021-05-21 | |
| No filing history on record for this holder in this stock. | ||||||