Position in OHI
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$27,797
+$2,250 QoQ
Shares Held
583
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#631
of 742 holders
Holding Since
Sep 2021
18 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, 2026Clearstead Advisors, LLC holds $3,139,560 across 16 REIT - Healthcare Facilities names. OHI ranks #5 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
9,777 | $2,219,085 | |
| 2 | DOC |
Healthpeak Properties, Inc.
|
27,233 | $582,786 | |
| 3 | VTR |
Ventas, Inc.
|
2,230 | $198,024 | |
| 4 | CTRE |
CareTrust REIT, Inc.
|
1,639 | $66,133 | |
| 5 | OHI |
Omega Healthcare Investors Inc
This page
|
583 | $27,797 | |
| 6 | NHI |
National Health Investors Inc
|
318 | $24,250 | |
| 7 | HR |
Healthcare Realty Trust Inc
|
305 | $6,151 | |
| 8 | MPT |
Medical Properties Trust Inc
|
1,280 | $5,913 |
All Filings in OHI
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $27,797 | 583 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $25,547 | 583 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $53,163 | 1,199 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $22,629 | 536 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $15,979 | 436 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $46,000 | 1,208 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,665 | 44 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,668 | 41 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,404 | 41 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,266 | 40 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,195 | 39 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $1,260 | 38 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $132,212 | 4,308 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $118,082 | 4,308 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $120,380 | 4,307 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $126,983 | 4,306 | Shares | Sole | 2022-11-15 | |
| 2021-12-31 | $11,599 | 392 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $11,744 | 392 | Shares | Sole | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||