Compound Planning, Inc.

Position in OHI — Omega Healthcare Investors Inc

CIK 1978879 NEW YORK, NY

Position in OHI

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$992,267

+$112,757 QoQ

Shares Held

20,811

+3.7% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#329

of 755 holders

Holding Since

Jun 2025

5 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Compound Planning, Inc. holds $4,369,840 across 4 REIT - Healthcare Facilities names. OHI ranks #2 (22.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WELL	Welltower Inc.	10,460	$2,374,105
2	OHI	Omega Healthcare Investors Inc This page	20,811	$992,267
3	VTR	Ventas, Inc.	5,798	$514,862
4	MPT	Medical Properties Trust Inc	105,759	$488,606

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$992,267	20,811	+3.7%	Shares	Other	2026-08-04
2026-03-31	$879,510	20,071	+4.5%	Shares	Sole	2026-05-14
2025-12-31	$851,637	19,207	+6.8%	Shares	Defined	2026-02-19
2025-09-30	$759,411	17,987	+3.5%	Shares	Sole	2025-11-10
2025-06-30	$636,720	17,373	—	Shares	Sole	2025-08-14
No filing history on record for this holder in this stock.