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Joel Greenblatt’s OHI Holdings & Trades

First Buy
Q2 2019
Duration Held
23 Quarters
Largest Add
Q1 2026
+270,897 Shares
Current Position
833,150 Shares
$36.51 M Value

Joel Greenblatt's OHI Position Overview

Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 833,150 shares of Omega Healthcare Investors, Inc. (OHI) worth $36.51 M, representing 0.11% of the portfolio. First purchased in 2019-Q2, this long-term strategic position has been held for 23 quarters.

Based on 13F filings, Joel Greenblatt has maintained a strategic position in OHI, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2026, adding 270,897 shares. Largest reduction occurred in Q2 2023, reducing 35,176 shares.

Analysis based on 13F filings available since 2013 Q2

Joel Greenblatt's Omega Healthcare Investors (OHI) Holding Value Over Time

Track share changes against reported price movement

Quarterly Omega Healthcare Investors (OHI) Trades by Joel Greenblatt

Report Date Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q1 2026 +270,897 Add 48.18% 833,150 $43.82
Q4 2025 +65,184 Add 13.11% 562,253 $44.34
Q3 2025 -13,057 Reduce 2.56% 497,069 $42.22
Q2 2025 +2,811 Add 0.55% 510,126 $36.65
Q1 2025 +85,432 Add 20.25% 507,315 $38.08
Q4 2024 +62,621 Add 17.43% 421,883 $37.85
Q3 2024 +50,265 Add 16.27% 359,262 $40.70
Q2 2024 +75,196 Add 32.16% 308,997 $34.25
Q1 2024 +174,298 Add 292.92% 233,801 $31.67
Q4 2023 -2,714 Reduce 4.36% 59,503 $30.66
Q3 2023 +1,271 Add 2.09% 62,217 $33.16
Q2 2023 -35,176 Reduce 36.60% 60,946 $30.69
Q1 2023 +59,894 Add 165.33% 96,122 $27.41
Q4 2022 -14,644 Reduce 28.79% 36,228 $27.95
Q3 2022 +16,860 Add 49.57% 50,872 $29.49
Q2 2022 +3,669 Add 12.09% 34,012 $28.20
Q1 2022 +15,437 Add 103.56% 30,343 $31.14
Q4 2021 +14,906 New Buy 14,906 $29.59
Q2 2020 -7,583 Sold Out 0 $0.00
Q1 2020 +7,583 New Buy 7,583 $26.51
Q4 2019 -6,053 Sold Out 0 $0.00
Q3 2019 -2,235 Reduce 26.97% 6,053 $41.80
Q2 2019 +8,288 New Buy 8,288 $36.80

Joel Greenblatt's Omega Healthcare Investors Investment FAQs

Joel Greenblatt first purchased Omega Healthcare Investors, Inc. (OHI) in Q2 2019, acquiring 8,288 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Joel Greenblatt has held Omega Healthcare Investors, Inc. (OHI) for 23 quarters since Q2 2019.

Joel Greenblatt's largest addition to Omega Healthcare Investors, Inc. (OHI) was in Q1 2026, adding 833,150 shares worth $36.51 M.

According to the latest 13F filing for Q1 2026, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 833,150 shares of Omega Healthcare Investors, Inc. (OHI), valued at approximately $36.51 M.

As of the Q1 2026 filing, Omega Healthcare Investors, Inc. (OHI) represents approximately 0.11% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.

Joel Greenblatt's peak holding in Omega Healthcare Investors, Inc. (OHI) was 833,150 shares, as reported at the end of Q1 2026.