Position in OHI
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$166,164
+$12,312 QoQ
Shares Held
3,485
-0.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#580
of 755 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in OHI Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026UMB Bank, n.a. holds $39,061,336 across 11 REIT - Healthcare Facilities names. OHI ranks #3 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
168,493 | $38,242,855 | |
| 2 | VTR |
Ventas, Inc.
|
2,698 | $239,581 | |
| 3 | OHI |
Omega Healthcare Investors Inc
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|
3,485 | $166,164 | |
| 4 | DOC |
Healthpeak Properties, Inc.
|
4,951 | $105,951 | |
| 5 | HR |
Healthcare Realty Trust Inc
|
4,323 | $87,194 | |
| 6 | CTRE |
CareTrust REIT, Inc.
|
1,742 | $70,289 | |
| 7 | SBRA |
Sabra Health Care REIT, Inc.
|
3,078 | $60,051 | |
| 8 | AHR |
American Healthcare REIT, Inc.
|
952 | $49,646 |
All Filings in OHI
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $166,164 | 3,485 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $153,852 | 3,511 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $152,352 | 3,436 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $125,182 | 2,965 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $97,928 | 2,672 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $82,824 | 2,175 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $42,240 | 1,116 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $26,943 | 662 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $5,000 | 146 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $26,063 | 823 | Shares | Defined | 2024-04-26 | |
| 2023-12-31 | $23,240 | 758 | Shares | Defined | 2024-01-23 | |
| 2023-09-30 | $25,864 | 780 | Shares | Defined | 2023-10-18 | |
| 2023-06-30 | $23,938 | 780 | Shares | Defined | 2023-07-25 | |
| 2023-03-31 | $21,379 | 780 | Shares | Defined | 2023-04-11 | |
| 2022-12-31 | $44,160 | 1,580 | Shares | Defined | 2023-01-10 | |
| 2022-09-30 | $46,593 | 1,580 | Shares | Defined | 2022-10-13 | |
| 2022-06-30 | $53,842 | 1,910 | Shares | Defined | 2022-07-20 | |
| 2022-03-31 | $59,515 | 1,910 | Shares | Defined | 2022-04-22 | |
| 2021-12-31 | $56,516 | 1,910 | Shares | Defined | 2022-02-09 | |
| No filing history on record for this holder in this stock. | ||||||