Envestnet Portfolio Solutions, Inc.
Position in OHI — Omega Healthcare Investors Inc
CIK 1998033
BERWYN, PA
Position in OHI
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$283,123
+$32,648 QoQ
Shares Held
5,938
+3.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#512
of 755 holders
Holding Since
Sep 2024
8 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, 2026Envestnet Portfolio Solutions, Inc. holds $7,854,653 across 6 REIT - Healthcare Facilities names. OHI ranks #6 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
19,790 | $4,491,736 | |
| 2 | VTR |
Ventas, Inc.
|
10,760 | $955,488 | |
| 3 | CTRE |
CareTrust REIT, Inc.
|
22,148 | $893,671 | |
| 4 | DOC |
Healthpeak Properties, Inc.
|
28,992 | $620,428 | |
| 5 | AHR |
American Healthcare REIT, Inc.
|
11,701 | $610,207 | |
| 6 | OHI |
Omega Healthcare Investors Inc
This page
|
5,938 | $283,123 |
All Filings in OHI
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $283,123 | 5,938 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $250,475 | 5,716 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $268,833 | 6,063 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $260,412 | 6,168 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $204,250 | 5,573 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $344,357 | 9,043 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $538,946 | 14,239 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $495,156 | 12,166 | Shares | Sole | 2024-10-31 | |
| No filing history on record for this holder in this stock. | ||||||