Omega Healthcare Investors Ownership | Who Owns Omega Healthcare Investors?


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Omega Healthcare Investors Ownership Summary


Omega Healthcare Investors is owned by 75.95% institutional investors, 0.28% insiders, and 23.77% retail investors. Vanguard group is the largest institutional shareholder, holding 14.39% of OHI shares. Vanguard Real Estate Index Investor is the top mutual fund, with 3.60% of its assets in Omega Healthcare Investors shares.

OHI Ownership Benchmark


TypeName% Inst% Insiders% Retail
StockOmega Healthcare Investors75.95%0.28%23.77%
SectorReal Estate Stocks 66.62%8.14%25.24%
IndustryHealthcare REIT Stocks81.60%3.99%14.41%

Institutional Shareholders


Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Vanguard group35.40M14.39%$1.21B
Blackrock30.10M12.23%$1.03B
State street12.23M4.97%$418.73M
Geode capital management6.23M2.53%$213.54M
Fmr3.84M1.56%$131.39M
Dimensional fund advisors lp3.73M1.52%$127.83M
Charles schwab investment management3.59M1.46%$122.97M
Cohen & steers3.48M1.42%$119.29M
Centersquare investment management3.37M1.37%$115.54M
Bank of new york mellon3.24M1.32%$110.97M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Melia wealth225.84K4.22%$7.74M
Edmp129.46K4.02%$4.43M
Waterfront capital partners826.29K3.33%$28.30M
Insight folios215.78K3.03%$7.39M
B&i capital209.39K2.29%$7.17M
Pacific wealth strategies group57.48K1.63%$1.97M
Rainey & randall investment management171.95K1.39%$5.89M
Centersquare investment management3.37M1.25%$115.54M
Cascade investment group44.95K1.20%$1.54M
Madden securities76.64K1.16%$2.63M

Top Buyers

HolderShares% AssetsChange
Cohen & steers3.48M0.25%3.48M
Norges bank2.24M0.01%2.24M
Blackrock30.10M0.02%1.14M
Mirae asset global etfs899.99K0.07%899.99K
Daiwa securities group945.52K0.17%861.91K

Top Sellers

HolderShares% AssetsChange
Ubs asset management americas387.73K0.00%-970.40K
Mirae asset global investments9.81K0.00%-628.41K
Brookfield corp /on/---554.03K
Waterfront capital partners826.29K3.33%-328.19K
Adage capital partners gp---325.00K

New Positions

HolderShares% AssetsChangeValue
Cohen & steers3.48M0.25%3.48M$119.29M
Norges bank2.24M0.01%2.24M$76.89M
Mirae asset global etfs899.99K0.07%899.99K$30.82M
Marshall wace, llp612.02K0.03%612.02K$20.96M
Schonfeld strategic advisors592.00K0.13%592.00K$20.28M

Sold Out

HolderChange
Financial gravity asset management-1.00
Mowery & schoenfeld wealth management-2.00
Country trust bank-3.00
Western pacific wealth management, lp-16.00
Innealta capital-24.00

Institutional Ownership Trends


DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Sep 30, 20246125.34%191,947,41912.11%751.61%33311.74%170-3.41%
Jun 30, 20245716.53%170,949,3617.32%691.66%29111.92%175-
Mar 31, 2024536-1.83%159,286,346-0.24%641.53%260-175-3.85%
Dec 31, 20235460.74%159,674,156-0.91%641.50%2605.69%1824.00%
Sep 30, 20235421.88%161,145,180-0.62%651.40%2464.24%175-4.37%

Top Mutual Funds Shareholders


HolderShares% HoldingChange
Vanguard Real Estate Index Investor9.73M3.60%-26.14K
iShares Core S&P Mid-Cap ETF8.28M3.07%16.23K
Vanguard Total Stock Mkt Idx Inv8.15M3.02%-26.66K
Vanguard Small Cap Index6.47M2.40%12.65K
Vanguard Small Cap Value Index Inv4.37M1.62%-1.51K
Cohen & Steers Realty Shares L3.76M1.46%3.12M
Vanguard Institutional Extnd Mkt Idx Tr3.81M1.41%-13.76K
Cohen & Steers Instl Realty Shares3.50M1.36%2.72M
SPDR® S&P MIDCAP 400 ETF Trust2.03M0.75%-29.86K
Vanguard Real Estate II Index1.59M0.59%1.92K

Recent Insider Transactions


DateNameRoleActivityValue
Sep 27, 2024BOOTH DANIEL J CHIEF OPERATING OFFICERSell$2.28M
Sep 27, 2024STEPHENSON ROBERT O CHIEF FINANCIAL OFFICERSell$905.96K
Sep 05, 2024BOOTH DANIEL J CHIEF OPERATING OFFICERSell$1.00M
Aug 26, 2024STEPHENSON ROBERT O CHIEF FINANCIAL OFFICERSell$1.16M
Aug 23, 2024BOOTH DANIEL J CHIEF OPERATING OFFICERSell$967.68K

Insider Transactions Trends


DateBuySell
2024 Q4--
2024 Q3-6
2024 Q2--
2024 Q1--
2023 Q4--

OHI Ownership FAQ


Who Owns Omega Healthcare Investors?

Omega Healthcare Investors shareholders are primarily institutional investors at 75.95%, followed by 0.28% insiders and 23.77% retail investors. The average institutional ownership in Omega Healthcare Investors's industry, Healthcare REIT Stocks, is 81.60%, which Omega Healthcare Investors falls below.

Who owns the most shares of Omega Healthcare Investors?

Omega Healthcare Investors’s largest shareholders are Vanguard group (35.4M shares, 14.39%), Blackrock (30.1M shares, 12.23%), and State street (12.23M shares, 4.97%). Together, they hold 31.59% of Omega Healthcare Investors’s total shares outstanding.

Does Blackrock own Omega Healthcare Investors?

Yes, BlackRock owns 12.23% of Omega Healthcare Investors, totaling 30.1M shares as of Jun 2024. This represents 0.02% of BlackRock's total assets, with a market value of 1.03B$. In the last quarter, BlackRock increased its holdings by 1.14M shares, a 3.93% change.

Who is Omega Healthcare Investors’s biggest shareholder by percentage of total assets invested?

Melia wealth is Omega Healthcare Investors’s biggest shareholder by percentage of total assets invested, with 4.22% of its assets in 225.84K Omega Healthcare Investors shares, valued at 7.74M$.

Who is the top mutual fund holder of Omega Healthcare Investors shares?

Vanguard Real Estate Index Investor is the top mutual fund holder of Omega Healthcare Investors shares, with 3.60% of its total shares outstanding invested in 9.73M Omega Healthcare Investors shares.

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