CREATIVE FINANCIAL DESIGNS INC /ADV
Position in OHI — Omega Healthcare Investors Inc
CIK 819864
KOKOMO, IN
Position in OHI
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$205,834
+$17,496 QoQ
Shares Held
4,317
+0.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#158
of 243 holders
Holding Since
Jun 2020
25 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, 2026CREATIVE FINANCIAL DESIGNS INC /ADV holds $1,764,047 across 10 REIT - Healthcare Facilities names. OHI ranks #4 (11.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SILA |
Sila Realty Trust, Inc.
|
22,471 | $682,219 | |
| 2 | DOC |
Healthpeak Properties, Inc.
|
13,976 | $299,086 | |
| 3 | AHR |
American Healthcare REIT, Inc.
|
5,540 | $288,911 | |
| 4 | OHI |
Omega Healthcare Investors Inc
This page
|
4,317 | $205,834 | |
| 5 | WELL |
Welltower Inc.
|
589 | $133,685 | |
| 6 | CHCT |
Community Healthcare Trust Inc
|
5,455 | $99,717 | |
| 7 | VTR |
Ventas, Inc.
|
554 | $49,195 | |
| 8 | UHT |
Universal Health Realty Income Trust
|
72 | $3,157 |
All Filings in OHI
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $205,834 | 4,317 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $188,338 | 4,298 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $189,730 | 4,279 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $165,460 | 3,919 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $143,777 | 3,923 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $148,512 | 3,900 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $178,311 | 4,711 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $207,285 | 5,093 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $178,613 | 5,215 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $146,663 | 4,631 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $163,233 | 5,324 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $185,298 | 5,588 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $148,938 | 4,853 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $48,159 | 1,757 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $39,381 | 1,409 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $38,425 | 1,303 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $28,951 | 1,027 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $31,783 | 1,020 | Shares | Sole | 2022-04-15 | |
| 2021-12-31 | $30,093 | 1,017 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $28,342 | 946 | Shares | Sole | 2021-10-08 | |
| 2021-06-30 | $34,221 | 943 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $29,670 | 810 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $29,419 | 810 | Shares | Sole | 2021-01-08 | |
| 2020-09-30 | $24,251 | 810 | Shares | Sole | 2020-10-06 | |
| 2020-06-30 | $23,486 | 790 | Shares | Sole | 2020-07-23 | |
| No filing history on record for this holder in this stock. | ||||||