Concurrent Investment Advisors, LLC
Position in OHI — Omega Healthcare Investors Inc
CIK 2001015
Tampa, FL
Position in OHI
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,739,270
+$375,329 QoQ
Shares Held
36,478
+17.2% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#261
of 755 holders
Holding Since
Dec 2023
11 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, 2026Concurrent Investment Advisors, LLC holds $13,883,611 across 8 REIT - Healthcare Facilities names. OHI ranks #3 (12.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
24,143 | $5,479,736 | |
| 2 | VTR |
Ventas, Inc.
|
30,577 | $2,715,237 | |
| 3 | OHI |
Omega Healthcare Investors Inc
This page
|
36,478 | $1,739,270 | |
| 4 | DOC |
Healthpeak Properties, Inc.
|
63,838 | $1,366,133 | |
| 5 | AHR |
American Healthcare REIT, Inc.
|
20,391 | $1,063,390 | |
| 6 | CTRE |
CareTrust REIT, Inc.
|
22,386 | $903,274 | |
| 7 | SBRA |
Sabra Health Care REIT, Inc.
|
18,231 | $355,686 | |
| 8 | NHI |
National Health Investors Inc
|
3,421 | $260,885 |
All Filings in OHI
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,739,270 | 36,478 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $1,363,941 | 31,126 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $1,351,128 | 30,472 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $1,391,022 | 32,947 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $1,130,762 | 30,853 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $1,094,000 | 28,729 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $1,105,749 | 29,214 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $1,095,644 | 26,920 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $797,614 | 23,288 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $557,138 | 17,592 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $482,465 | 15,736 | Shares | Sole | 2024-04-15 | |
| No filing history on record for this holder in this stock. | ||||||