HAGER INVESTMENT MANAGEMENT SERVICES, LLC OHI — OMEGA HEALTHCARE INVS INC COM

Ownership history in HAGER INVESTMENT MANAGEMENT SERVICES, LLC  ·  7 quarters on record

AI Ownership Summary

HAGER INVESTMENT MANAGEMENT SERVICES, LLC reported OMEGA HEALTHCARE INVS INC COM (OHI) in 7 quarterly 13F filings from 2024 Q4 through 2026 Q2. Peak portfolio weight reached 1.32% in 2025 Q1. The latest visible filing shows OHI at 0.92% 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 HAGER INVESTMENT MANAGEMENT SERVICES, LLC's position in OMEGA HEALTHCARE INVS INC COM, 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 Q2

OHI was reported at 0.92% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.32% in 2025 Q1

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

Time in book
Holding Window
2024 Q4 to 2026 Q2

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 HAGER INVESTMENT MANAGEMENT SERVICES, LLC fund profile HAGER INVESTMENT MANAGEMENT SERVICES, LLC full holdings
How HAGER INVESTMENT MANAGEMENT SERVICES, 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 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 42,112 -1,757 -4.0% 0.92% $2.0M 2026-07-20 $48.91
2026 Q1 REDUCED — — — 43,869 -2,141 -4.7% 1.06% $1.9M 2026-05-12 $47.01
2025 Q4 REDUCED 6.8% +0.3% ❌ 46,010 -3,359 -6.8% 1.11% $2.0M 2026-01-22 $41.44
2025 Q3 REDUCED — — — 49,369 -1,838 -3.6% 1.13% $2.1M 2025-11-12 $41.84
2025 Q2 ADDED — — — 51,207 +1,799 +3.6% 1.12% $1.9M 2025-07-23 $36.18
2025 Q1 ADDED — — — 49,408 +1,977 +4.2% 1.32% $1.9M 2025-05-02 $33.70
2024 Q4 INITIATED — — — 47,431 — — 1.12% $1.8M 2025-01-27 $34.17

🏢 Other funds also holding OHI

As of 2026 Q2 — sorted by position size

Watchtower Advisors, LP 3Y 14.37% CORNERSTONE ENTERPRISES, LLC 4.4% EDMP, INC. 3Y 7Y 4.31% Portland Financial Advisors Inc 4.24% McGowan Group Asset Management, Inc. 3Y 7Y 1.74% COHEN & STEERS, INC. 3Y 7Y 1.73% Pacific Wealth Strategies Group, Inc. 3Y 7Y 1.6% RAINEY & RANDALL WEALTH ADVISORS INC. 3Y 7Y 1.47% Burns Matteson Capital Management, LLC 1.33% Euro Pacific Asset Management, LLC 3Y 1.32%

FAQ About HAGER INVESTMENT MANAGEMENT SERVICES, 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 HAGER INVESTMENT MANAGEMENT SERVICES, LLC reported owning OHI?

HAGER INVESTMENT MANAGEMENT SERVICES, LLC reported OHI across 7 quarterly 13F filings, from 2024 Q4 through 2026 Q2.

What was the largest reported OHI position in HAGER INVESTMENT MANAGEMENT SERVICES, LLC's portfolio?

The largest reported portfolio weight for OHI was 1.32% in 2025 Q1.

What is the latest reported OHI position on this page?

The most recent filing on this page is 2026 Q2, when HAGER INVESTMENT MANAGEMENT SERVICES, LLC reported 42,112 shares, equal to 0.92% of portfolio, with an estimated market value of $2.0M.

What does the chart on this OHI ownership page compare?

The chart compares HAGER INVESTMENT MANAGEMENT SERVICES, 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 HAGER INVESTMENT MANAGEMENT SERVICES, LLC time their OHI position?

Based on 13F filing dates vs. subsequent OHI price moves, HAGER INVESTMENT MANAGEMENT SERVICES, LLC correctly timed 3 out of 6 reported position changes (50%). The annualised alpha on OHI relative to SPY over the holding period was +846.3%.

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