INDEPENDENT FINANCIAL GROUP, LLC
Position in OHI — Omega Healthcare Investors Inc
CIK 275484
SAN DIEGO, CA
Position in OHI
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$592,996
-$3,744 QoQ
Shares Held
12,437
-8.7% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#93
of 243 holders
Holding Since
Sep 2020
23 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, 2026INDEPENDENT FINANCIAL GROUP, LLC holds $17,631,167 across 9 REIT - Healthcare Facilities names. OHI ranks #7 (3.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AHR |
American Healthcare REIT, Inc.
|
110,823 | $5,779,419 | |
| 2 | SBRA |
Sabra Health Care REIT, Inc.
|
241,532 | $4,712,289 | |
| 3 | DOC |
Healthpeak Properties, Inc.
|
129,124 | $2,763,253 | |
| 4 | WELL |
Welltower Inc.
|
8,874 | $2,014,131 | |
| 5 | SILA |
Sila Realty Trust, Inc.
|
23,989 | $728,306 | |
| 6 | NHI |
National Health Investors Inc
|
9,248 | $705,252 | |
| 7 | OHI |
Omega Healthcare Investors Inc
This page
|
12,437 | $592,996 | |
| 8 | CTRE |
CareTrust REIT, Inc.
|
5,233 | $211,151 |
All Filings in OHI
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $592,996 | 12,437 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $596,740 | 13,618 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $585,598 | 13,207 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $466,784 | 11,056 | Shares | Sole | 2026-05-15 | |
| 2025-06-30 | $406,375 | 11,088 | Shares | Sole | 2026-05-15 | |
| 2025-03-31 | $319,415 | 8,388 | Shares | Sole | 2026-05-19 | |
| 2024-12-31 | $243,564 | 6,435 | Shares | Sole | 2026-06-12 | |
| 2024-09-30 | $261,904 | 6,435 | Shares | Sole | 2026-06-12 | |
| 2024-06-30 | $540,191 | 15,772 | Shares | Sole | 2026-06-12 | |
| 2024-03-31 | $566,322 | 17,882 | Shares | Sole | 2026-06-12 | |
| 2023-12-31 | $528,885 | 17,250 | Shares | Sole | 2026-06-12 | |
| 2023-09-30 | $392,083 | 11,824 | Shares | Sole | 2026-06-12 | |
| 2023-03-31 | $443,904 | 16,195 | Shares | Sole | 2026-06-12 | |
| 2022-12-31 | $438,954 | 15,705 | Shares | Sole | 2026-06-15 | |
| 2022-09-30 | $414,481 | 14,055 | Shares | Sole | 2026-06-15 | |
| 2022-06-30 | $413,124 | 14,655 | Shares | Sole | 2026-06-12 | |
| 2022-03-31 | $451,975 | 14,505 | Shares | Sole | 2026-06-12 | |
| 2021-12-31 | $419,645 | 14,182 | Shares | Sole | 2026-06-15 | |
| 2021-09-30 | $511,716 | 17,080 | Shares | Sole | 2026-06-15 | |
| 2021-06-30 | $596,244 | 16,430 | Shares | Sole | 2026-06-15 | |
| 2021-03-31 | $520,329 | 14,205 | Shares | Sole | 2026-06-15 | |
| 2020-12-31 | $344,313 | 9,480 | Shares | Sole | 2026-06-15 | |
| 2020-09-30 | $220,208 | 7,355 | Shares | Sole | 2026-06-15 | |
| No filing history on record for this holder in this stock. | ||||||