MERCER GLOBAL ADVISORS INC /ADV
Position in OHI — Omega Healthcare Investors Inc
CIK 853758
DENVER, CO
Position in OHI
as of Jun 30, 2026
· filed Aug 19, 2026
Position Value
$6,615,504
+$605,767 QoQ
Shares Held
138,748
+1.2% QoQ
Ownership
0.046%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#144
of 761 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 14%
Shared 0%
None 86%
Common Shares in OHI Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026MERCER GLOBAL ADVISORS INC /ADV holds $60,191,920 across 14 REIT - Healthcare Facilities names. OHI ranks #3 (11.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
140,565 | $31,904,038 | |
| 2 | VTR |
Ventas, Inc.
|
98,318 | $8,730,638 | |
| 3 | OHI |
Omega Healthcare Investors Inc
This page
|
138,748 | $6,615,504 | |
| 4 | HR |
Healthcare Realty Trust Inc
|
140,219 | $2,828,217 | |
| 5 | DOC |
Healthpeak Properties, Inc.
|
118,281 | $2,531,213 | |
| 6 | AHR |
American Healthcare REIT, Inc.
|
47,207 | $2,461,845 | |
| 7 | SBRA |
Sabra Health Care REIT, Inc.
|
70,115 | $1,367,943 | |
| 8 | MPT |
Medical Properties Trust Inc
|
235,840 | $1,089,580 |
All Filings in OHI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,615,504 | 138,748 | Shares | Sole | 2026-08-19 | |
| 2026-03-31 | $6,009,737 | 137,146 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $6,848,135 | 154,446 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $5,294,430 | 125,401 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,358,569 | 91,639 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $3,143,161 | 82,541 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $3,005,025 | 79,393 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $3,125,393 | 76,791 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,433,976 | 71,065 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $2,288,949 | 72,275 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,857,965 | 60,599 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $1,936,709 | 58,405 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $2,279,223 | 74,266 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,812,239 | 66,116 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $1,594,268 | 57,040 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $1,513,426 | 51,320 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $1,375,305 | 48,787 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $1,379,702 | 44,278 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $1,188,571 | 40,168 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $1,036,765 | 34,605 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $1,222,900 | 33,698 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $780,035 | 21,295 | Shares | Sole | 2021-08-10 | |
| 2020-12-31 | $724,910 | 19,959 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $589,488 | 19,689 | Shares | Sole | 2020-12-10 | |
| 2020-06-30 | $650,135 | 21,868 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $784,893 | 29,574 | Shares | Sole | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||