EVOLVE PRIVATE WEALTH, LLC
Position in OHI — Omega Healthcare Investors Inc
CIK 2111131
LOS ANGELES, CA
Position in OHI
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$218,374
-$13,477 QoQ
Shares Held
4,580
-13.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#564
of 759 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in OHI Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026EVOLVE PRIVATE WEALTH, LLC holds $1,778,200 across 5 REIT - Healthcare Facilities names. OHI ranks #4 (12.3% of the industry book) .
All Filings in OHI
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $218,374 | 4,580 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $231,851 | 5,291 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $287,943 | 6,494 | Shares | Defined | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||