Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Omega Healthcare Invs Inc (OHI)

739 + Investors. Track Smart Money conviction in OHI. See who's accumulating, reducing, or initiating positions.

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +24
Streak
8Q ▲
Buyers last Q
58%

Smart Money Signals — OHI

Based on 743 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 8 quarters in a row

last 6Q
For 8 consecutive quarters, more hedge funds added OHI than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
743 hedge funds hold OHI right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +20% more funds vs a year ago

fund count last 6Q
+122 new funds entered over the past year (+20% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 58% buying

414 buying299 selling
Last quarter: 414 funds bought or added vs 299 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
⚠️

Fewer new buyers each quarter (-22 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 84 → 99 → 118 → 96. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

61% of holders stayed for 2+ years

61% conviction (2yr+) 21% medium 18% new
451 out of 743 hedge funds have held OHI for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📈

Growing discovery — still being found

76 → 84 → 99 → 118 → 96 new funds/Q
New funds entering each quarter: 84 → 99 → 118 → 96. A growing number of institutions are discovering OHI each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 65% veterans vs 21% newcomers

65% veterans 13% 1-2yr 21% new
Entry-cohort mix of 755 holders: 494 (65%) are 2+ year veterans, 100 entered 1–2 years ago, and 161 (21%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

Strong quality — 37% AUM from major funds

37% from top-100 AUM funds
57 of 737 holders rank in the top 100 by AUM, accounting for 37% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — OHI

In 2026 Q1, 414 hedge funds were net buyers of OHI (96 opened a new position, 318 added to an existing one), while 299 reduced or exited (227 trimmed, 72 sold completely) — a 58% buyer ratio, indicating a slight buying edge. This marks 8 consecutive quarters of net institutional buying — a persistent conviction signal. 37% of total institutional value in OHI is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +24 funds (more new holders than closures). Total institutional holders: 743.

Hedge Fund Ownership: OHI

How many hedge funds hold OHI — quarterly history vs. share price
Quarterly hedge fund ownership of OHI vs. share price

Market Analysis: OHI

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: OHI

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Omega Healthcare Invs Inc (OHI) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much OHI has moved relative to its sector benchmark (XLRE) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 79d ago
OHI
+1.4%
XLRE
+8.1%

OHI outperformed XLRE by -6.7% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 34d ago
OHI
-6.1%
XLRE
+2.1%

Since the filing became public, OHI outperformed XLRE by -8.2% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

51 top-rated funds 4 high-conviction
Consensus
7.5
/ 10
breadth
×
Elite
3.2
/ 10
conviction
Hedge Fund Positioning: OHI
739 + Investors

Track Smart Money conviction in OHI. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 739 719 2.78%
13F Shares 233M 240M -2.69%
Total Value $9.47B $10.59B -10.58%
New Positions 93 118 -25
Increased Positions 314 293 +21
Closed Positions 73 67 +6
Reduced Positions 223 206 +17
Total Calls 10 13 -23.08%
Total Puts 8 10 -20.0%
PUT/CALL Ratio 0.8 0.77 Neutral

Statistics: OHI

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Institutional Holders (2026 Q1)

739 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in OHI. Verified SEC 13F-HR filings.

QUARTER:
Top 25 OHI holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Watchtower Advisors, LP 16.82% 541,138 $23.7M
2 Cornerstone Enterprises, LLC 5.17% 237,273 $10.4M
3 Melia Wealth LLC 5.17% 243,678 $10.7M
4 Panoramic Investment Advisors, LLC 5.17% 243,699 $10.7M
5 Portland Financial Advisors Inc 4.62% 50,692 $2.2M
6 Edmp, INC. 3.98% 112,291 $4.9M
7 Pacific Wealth Strategies Group, Inc. 1.95% 71,387 $3.1M
8 Rainey & Randall Wealth Advisors INC. 1.50% 210,213 $9.2M
9 Burns Matteson Capital Management, LLC 1.44% 89,793 $3.9M
10 Heitman Real Estate Securities LLC 1.41% 447,459 $19.6M
11 LDR Capital Management LLC 1.37% 23,233 $1.0M
12 Centersquare Investment Management LLC 1.35% 2,989,804 $131.0M
13 Eversept Partners, LP 1.35% 585,680 $25.7M
14 Pathway Financial Advisers, LLC 1.22% 98,339 $4.3M
15 Fund Advisors of America Inc/FL 1.22% 27,419 $1.2M
16 Greenland Capital Management LP 1.18% 212,600 $9.3M
17 Cbre Investment Management Listed Real Assets LLC 1.14% 1,760,382 $77.1M
18 Uniplan Investment Counsel, Inc. 1.13% 252,200 $11.1M
19 Columbus Macro, LLC 1.10% 234,519 $10.3M
20 Cascade Investment Group, INC. 1.06% 36,883 $1.6M
21 Hager Investment Management Services, LLC 1.06% 43,869 $1.9M
22 Post Resch Tallon Group Inc. 0.93% 26,254 $1.1M
23 Islay Capital Management, LLC 0.92% 41,363 $1.8M
24 Sculati Wealth Management, LLC 0.86% 53,046 $2.3M
25 Romano Brothers and Company 0.84% 169,400 $7.4M
Investor Ownership
History
% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Omega Healthcare Invs Inc (OHI)

What does the Smart Money Trend signal show for OHI?

Buying streak — 8 quarters in a row: For 8 consecutive quarters, more hedge funds added OHI than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for OHI?

Slight buying edge — 58% buying: Last quarter: 414 funds bought or added vs 299 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for OHI holders?

Strong quality — 37% AUM from major funds: 57 of 737 holders rank in the top 100 by AUM, accounting for 37% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held OHI?

61% of holders stayed for 2+ years: 451 out of 743 hedge funds have held OHI for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Omega Healthcare Invs Inc (OHI) following the 2026 Q1 hedge fund 13F filings?

As of today, OHI has moved -6.1% since the 2026 Q1 13F filing date (May 15, 2026), compared to +2.1% for the XLRE sector ETF — an outperformance of -8.2%. Since the quarter end (March 31, 2026), OHI has gained +1.4% vs +8.1% for XLRE. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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