ELEVATION WEALTH PARTNERS, LLC OHI — OMEGA HEALTHCARE INVS INC

Ownership history in ELEVATION WEALTH PARTNERS, LLC  ·  4 quarters on record

AI Ownership Summary

ELEVATION WEALTH PARTNERS, LLC reported OMEGA HEALTHCARE INVS INC (OHI) in 4 quarterly 13F filings from 2025 Q4 through 2026 Q3. Peak portfolio weight reached 0.02% in 2026 Q3. The latest visible filing shows OHI at 0.02% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this OHI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was ELEVATION WEALTH PARTNERS, LLC's position in OMEGA HEALTHCARE INVS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

OHI was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% in 2026 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q4 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

OHI stock page ELEVATION WEALTH PARTNERS, LLC fund profile ELEVATION WEALTH PARTNERS, LLC full holdings
How ELEVATION WEALTH PARTNERS, LLC held OHI — position size vs. price
% of Fund (quarterly)    OHI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 ADDED — — — 1,530 +606 +65.6% 0.02% $71K 2026-10-07 $43.75
2026 Q2 ADDED — — — 924 +800 +645.2% 0.01% $44K 2026-07-08 $48.70
2026 Q1 REDUCED 28.7% +11.4% ❌ 124 -50 -28.7% 0.00% $5K 2026-04-14 $44.28
2025 Q4 INITIATED — — — 174 — — 0.00% $8K 2026-01-09 $42.42

🏢 Other funds also holding OHI

As of 2026 Q3 — sorted by position size

Pensionfund Sabic 3Y 7Y 1.23% Pensionfund PDN 3Y 7Y 1.18% Post Resch Tallon Group Inc. 0.91% Sound Income Strategies, LLC 3Y 7Y 0.46% Todd Wealth Management, LLC 0.3% GoalVest Advisory LLC 3Y 0.25% Greenfield Savings Bank 3Y 0.16% Norman Fields, Gottscho Capital Management, LLC 3Y 7Y 0.13% Versant Capital Management, Inc 3Y 7Y 0.07% Great Waters Wealth Management 3Y 0.04%

FAQ About ELEVATION WEALTH PARTNERS, LLC and OHI

These are the practical questions this page is built to answer before you even open the full history table.

How long has ELEVATION WEALTH PARTNERS, LLC reported owning OHI?

ELEVATION WEALTH PARTNERS, LLC reported OHI across 4 quarterly 13F filings, from 2025 Q4 through 2026 Q3.

What was the largest reported OHI position in ELEVATION WEALTH PARTNERS, LLC's portfolio?

The largest reported portfolio weight for OHI was 0.02% in 2026 Q3.

What is the latest reported OHI position on this page?

The most recent filing on this page is 2026 Q3, when ELEVATION WEALTH PARTNERS, LLC reported 1,530 shares, equal to 0.02% of portfolio, with an estimated market value of $71K.

What does the chart on this OHI ownership page compare?

The chart compares ELEVATION WEALTH PARTNERS, LLC's quarterly OHI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did ELEVATION WEALTH PARTNERS, LLC time their OHI position?

Based on 13F filing dates vs. subsequent OHI price moves, ELEVATION WEALTH PARTNERS, LLC correctly timed 1 out of 3 reported position changes (33%). The annualised alpha on OHI relative to SPY over the holding period was -11.4%.

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