Forum Financial Management, LP
Position in OHI — Omega Healthcare Investors Inc
CIK 1911832
LOMBARD, IL
Position in OHI
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$231,009
+$18,702 QoQ
Shares Held
4,845
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#552
of 759 holders
Holding Since
Dec 2023
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, 2026Forum Financial Management, LP holds $600,970 across 2 REIT - Healthcare Facilities names. OHI ranks #2 (38.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
1,630 | $369,961 | |
| 2 | OHI |
Omega Healthcare Investors Inc
This page
|
4,845 | $231,009 |
All Filings in OHI
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $231,009 | 4,845 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $212,307 | 4,845 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $214,827 | 4,845 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $204,555 | 4,845 | Shares | Sole | 2025-10-24 | |
| 2024-06-30 | $280,815 | 8,199 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $259,662 | 8,199 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $251,381 | 8,199 | Shares | Sole | 2024-02-07 | |
| No filing history on record for this holder in this stock. | ||||||