Position in OHI
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$206,788
-$136,802 QoQ
Shares Held
4,337
-44.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#570
of 755 holders
Holding Since
Dec 2022
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in OHI Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026NewEdge Wealth, LLC holds $53,852,572 across 6 REIT - Healthcare Facilities names. OHI ranks #6 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
206,164 | $46,793,043 | |
| 2 | VTR |
Ventas, Inc.
|
35,056 | $3,112,972 | |
| 3 | NHI |
National Health Investors Inc
|
29,178 | $2,225,114 | |
| 4 | DOC |
Healthpeak Properties, Inc.
|
59,766 | $1,278,992 | |
| 5 | XRN |
Chiron Real Estate Inc.
|
6,281 | $235,663 | |
| 6 | OHI |
Omega Healthcare Investors Inc
This page
|
4,337 | $206,788 |
All Filings in OHI
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $206,788 | 4,337 | Shares | Sole | 2026-08-10 | |
| 2025-12-31 | $343,590 | 7,749 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $208,397 | 4,936 | Shares | Sole | 2025-11-07 | |
| 2023-09-30 | $221,873 | 6,691 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $221,244 | 7,209 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $213,386 | 7,785 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $220,246 | 7,880 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||