13FPulse
OH

OHI OMEGA HEALTHCARE INVESTORS

2026Q2 · CUSIP 681936100 · Sector: REITs

Cooling

Net holder growth weakened from last quarter

Funds that own it
742
Institutions that reported holding it to the SEC
Net increase in holders
0
Last quarter 742 → now 742
How unusual is that
Below average
Stronger than only 36% of US stocks
What the filings say, in one paragraph

742 funds held OHI at the end of 2026Q2. Buying has come off its highs, but funds are not exiting. On the business itself, revenue over the last 12 months was $1.3B(YoY +15.0%), the P/E is 16.7x, return on equity is 15.9%. OHI has had 24 buying rushes in its history, and the price moved +2.3% on average over the six months after (that is the raw price move, not how much it beat the market by). It sits in the REITs sector.

How many funds owned it, quarter by quarter

Bars = net change in institutional holders, positive (green) or negative (red). Line = total institutional holders.

2013Q3: holders=289 2013Q4: holders=306 2014Q1: holders=303 2014Q2: holders=315 2014Q3: holders=324 2014Q4: holders=350 2015Q1: holders=361 2015Q2: holders=390 2015Q3: holders=373 2015Q4: holders=394 2016Q1: holders=406 2016Q2: holders=408 2016Q3: holders=409 2016Q4: holders=441 2017Q1: holders=419 2017Q2: holders=425 2017Q3: holders=416 2017Q4: holders=416 2018Q1: holders=421 2018Q2: holders=434 2018Q3: holders=438 2018Q4: holders=461 2019Q1: holders=485 2019Q2: holders=471 2019Q3: holders=480 2019Q4: holders=530 2020Q1: holders=468 2020Q2: holders=482 2020Q3: holders=467 2020Q4: holders=506 2021Q1: holders=522 2021Q2: holders=514 2021Q3: holders=510 2021Q4: holders=496 2022Q1: holders=490 2022Q2: holders=499 2022Q3: holders=494 2022Q4: holders=514 2023Q1: holders=491 2023Q2: holders=511 2023Q3: holders=522 2023Q4: holders=531 2024Q1: holders=527 2024Q2: holders=567 2024Q3: holders=599 2024Q4: holders=623 2025Q1: holders=623 2025Q2: holders=641 2025Q3: holders=681 2025Q4: holders=724 2026Q1: holders=742 2026Q2: holders=742 -62 -31 +0 +31 +62 260520780 13Q315Q116Q318Q119Q321Q122Q324Q125Q326Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 24 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2026Q1 Top 20% +0.1%
2025Q4 Top 20% -3.7% +6.8%
2025Q3 Top 10% -2.3% +6.9%
2025Q2 Top 20% +0.7% +9.6%
2024Q3 Top 10% -1.7% -8.0%
2024Q2 Top 5% +9.4% +7.9%
2023Q3 Top 20% -2.4% +1.2%
2023Q2 Top 20% +9.1% +4.8%

These are the raw price moves, not how much it beat the market by. Compare them against the market over the same months — in a strong bull market almost everything is up.

Show all the numbers (large funds, value held, options…) ▾
Of them, large funds
242
Change in large funds
+12
Total value they hold
$11.8B
Funds buying for the first time
93
Funds that sold out entirely
93
Price change that quarter
-2.8%
Funds holding puts (bearish)
7
Funds holding calls (bullish)
8

These are for people who want to dig. Skip them if they do not mean anything to you — the three numbers above are enough.

8,697 institutions have filed for this quarter. 13F permits late filing and a small number arrive in the weeks after the deadline, so the holder counts and changes below may tick up.

Fundamentals

PE (TTM)
16.7
EPS (TTM)
$2.81
EPS YoY
+73.5%
Revenue (TTM)
$1.3B
Revenue YoY
+15.0%
Net margin
67.0%
ROE
15.9%
Debt ratio
43.7%
FCF (TTM)
Dividend (TTM)
$2.68
Quarterly Revenue & EPS
2022-09-30: EPS 0.43 2022-12-31: EPS 0.20 2023-03-31: EPS 0.15 2023-06-30: EPS 0.25 2023-09-30: EPS 0.37 2023-12-31: EPS 0.23 2024-03-31: EPS 0.27 2024-06-30: EPS 0.45 2024-09-30: EPS 0.42 2024-12-31: EPS 0.41 2025-03-31: EPS 0.33 2025-06-30: EPS 0.46 2025-09-30: EPS 0.59 2025-12-31: EPS 0.56 2026-03-31: EPS 0.47 2026-06-30: EPS 1.19 0M 164M 328M $M 0.00 0.65 1.31 201720182019202020212022202320242025202606/26 Revenue EPS

Quarterly figures, revenue up to 10 years back; EPS split-adjusted, early quarters hidden when not calibrable

P/E (TTM) over time
4Y median 24 15 22 29 2023202420252026

P/E = close around day 47 after quarter-end ÷ TTM EPS then; this is a consistent valuation date, not the company’s actual filing date; loss quarters hidden

As of 2026-06-30 · SEC filings (XBRL)

Email me the next update

2026 Q3 holdings are due 2026-11-16. We will email you when the refreshed lists are live.