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Omega Healthcare Investors shares owned by Portland Financial Advisors

Quarter-by-quarter ownership of Omega Healthcare Investors (OHI) shares owned by Portland Financial Advisors from 13F filings

Historical chart of Portland Financial Advisors investment in Omega Healthcare Investors

Tip: Access up to 7 years of quarterly data

All positions including Omega Healthcare Investors held by Portland Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Omega Healthcare Investors by Portland Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.2M 51k 42.22
2025-06-30 $1.9M 52k 36.65
2025-03-31 $2.0M 51k 38.08

More positions owned by Portland Financial Advisors

Vanguard Index Fds Mid Cap Etf (VO)
Wisdomtree Tr Floatng Rat Trea (USFR)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Omega Healthcare Investors (OHI)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Msci Gbl Min Vol (ACWV)
Spdr Series Trust Portfolio Short (SPSB)
Spdr Series Trust Bloomberg Invt (FLRN)
Spdr Series Trust Ssga Us Lrg Etf (LGLV)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
Spdr Series Trust Bbg Conv Sec Etf (CWB)
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD)

View all positions for Portland Financial Advisors

Top funds holding Omega Healthcare Investors

Vanguard Group
BlackRock
Cohen & Steers Capital Management
State Street Corporation
Geode Capital Management
Invesco
Charles Schwab Investment Management
Dimensional Fund Advisors
Bank of New York Mellon
Jpmorgan Chase & Co
Centersquare Investment Management
Deutsche Bank Aktiengesellschaft
Daiwa Securities Group
AQR Capital Management
Northern Trust

View all funds holding Omega Healthcare Investors