Position in OHI
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$11,818,201
+$883,842 QoQ
Shares Held
247,865
-0.7% QoQ
Ownership
0.082%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#102
of 755 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 92%
Shared 0%
None 8%
Common Shares in OHI Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026STIFEL FINANCIAL CORP holds $134,826,940 across 14 REIT - Healthcare Facilities names. OHI ranks #3 (8.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
336,691 | $76,418,753 | |
| 2 | VTR |
Ventas, Inc.
|
179,344 | $15,925,746 | |
| 3 | OHI |
Omega Healthcare Investors Inc
This page
|
247,865 | $11,818,201 | |
| 4 | XRN |
Chiron Real Estate Inc.
|
267,266 | $10,027,819 | |
| 5 | DOC |
Healthpeak Properties, Inc.
|
297,250 | $6,361,148 | |
| 6 | UHT |
Universal Health Realty Income Trust
|
94,934 | $4,163,804 | |
| 7 | CTRE |
CareTrust REIT, Inc.
|
97,892 | $3,949,941 | |
| 8 | HR |
Healthcare Realty Trust Inc
|
127,810 | $2,577,927 |
All Filings in OHI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,818,201 | 247,865 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $10,934,359 | 249,529 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $11,270,384 | 254,181 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $10,799,114 | 255,782 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $11,838,901 | 323,026 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $12,345,573 | 324,201 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $11,714,914 | 309,509 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $12,317,487 | 302,641 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $11,351,887 | 331,442 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $10,698,252 | 337,804 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $10,559,947 | 344,421 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $11,304,475 | 340,907 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $10,462,312 | 340,903 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $8,400,945 | 306,492 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $9,372,193 | 335,320 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $9,478,025 | 321,398 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $8,218,709 | 291,547 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $12,191,441 | 391,253 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $7,824,394 | 264,427 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $6,554,766 | 218,784 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $7,384,904 | 203,497 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $6,830,211 | 186,465 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $5,993,523 | 165,020 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $4,655,279 | 155,487 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $5,599,792 | 188,355 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $5,669,367 | 213,616 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||