OHI OMEGA HEALTHCARE INVS INC

Ownership history in Values First Advisors, Inc.  ·  18 quarters on record

AI Ownership Summary

Values First Advisors, Inc. reported OMEGA HEALTHCARE INVS INC (OHI) in 18 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.51% in 2026 Q1. The latest visible filing shows OHI at 0.51% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this OHI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Values First Advisors, Inc.'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 Q1

OHI was reported at 0.51% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.51% in 2026 Q1

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

Time in book
Holding Window
2023 Q4 to 2026 Q1

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.

How Values First Advisors, Inc. 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 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 22,449 +507 +2.3% 0.51% $984K 2026-04-17 $46.82
2025 Q4 ADDED 21,942 +1,861 +9.3% 0.50% $973K 2026-01-30 $43.23
2025 Q3 ADDED 20,081 +420 +2.1% 0.45% $848K 2025-10-21 $39.09
2025 Q2 REDUCED 19,661 -31 -0.2% 0.39% $721K 2025-07-29 $37.28
2025 Q1 ADDED 19,692 +314 +1.6% 0.44% $750K 2025-04-30 $36.55
2024 Q4 ADDED 19,378 +723 +3.9% 0.40% $733K 2025-01-29 $33.26
2024 Q3 ADDED 18,655 +108 +0.6% 0.41% $759K 2024-10-23 $37.64
2024 Q2 ADDED 18,547 +264 +1.4% 0.38% $635K 2024-07-19 $31.91
2024 Q1 ADDED 18,283 +1,895 +11.6% 0.34% $579K 2024-04-23 $26.69
2023 Q4 REDUCED 16,388 -3,094 -15.9% 0.30% $502K 2024-01-18 $24.99
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Values First Advisors, Inc. and OHI

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

How long has Values First Advisors, Inc. reported owning OHI?

Values First Advisors, Inc. reported OHI across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported OHI position in Values First Advisors, Inc.'s portfolio?

The largest reported portfolio weight for OHI was 0.51% in 2026 Q1.

What is the latest reported OHI position on this page?

The most recent filing on this page is 2026 Q1, when Values First Advisors, Inc. reported 22,449 shares, equal to 0.51% of portfolio, with an estimated market value of $984K.

What does the chart on this OHI ownership page compare?

The chart compares Values First Advisors, Inc.'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.

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