Back to OHI
Principle Wealth Partners LLC → OHI
Principle Wealth Partners LLC OHI Position History
Omega Healthcare Investors, Inc. • Real Estate
Quarters held
10
Latest value
$4.6M
Q3 2026
Peak value
$6M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $219K |
| Q3 2025 | $6M |
| Q4 2025 | $230K |
| Q4 2025 | $5.7M |
| Q1 2026 | $227K |
| Q1 2026 | $6M |
| Q2 2026 | $247K |
| Q2 2026 | $6M |
| Q3 2026 | $240K |
| Q3 2026 | $4.6M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $4.6M | 182.3K | — | — |
| Q3 2026 | $240K | 5.2K | — | — |
| Q2 2026 | $6M | 192.3K | — | — |
| Q2 2026 | $247K | 5.2K | — | — |
| Q1 2026 | $6M | 192.3K | — | — |
| Q1 2026 | $227K | 5.2K | — | — |
| Q4 2025 | $5.7M | 192.3K | — | — |
| Q4 2025 | $230K | 5.2K | — | — |
| Q3 2025 | $6M | 192.3K | — | — |
| Q3 2025 | $219K | 5.2K | — | — |
Other funds holding OHI
$1.8B
$1.7B
$1.5B
$1.5B
$692.7M
$692.7M
$648.2M
$638.6M