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Omega Healthcare Investors, Inc.

OHI Real Estate
$43.82 $-0.28 (-0.63%)
Market Cap: $13.43 B
Gurus Holding
4
Popularity Rank
#2392
% of Shares Held
1.53%
Net Activity (Q4 2025)
+$12.76 M

Guru Ownership Trend

Guru Analysis for Omega Healthcare Investors, Inc. (OHI)

Omega Healthcare Investors, Inc. (OHI), a key player in the Real Estate sector, continues to attract institutional attention.

As of Q4 2025, a total of 4 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $197.84 M.

Top institutional holders include Cliff Asness and Joel Greenblatt.

Institutional sentiment is currently Bullish. This is evidenced by a $12.76 M net inflow during the quarter.

Recent activity highlights Steven Cohen who opened a new position. Conversely, Renaissance Technologies (RenTech) reduced exposure by 39.0%.

Key Holders

Top 5 by Value

Top 5 by Conviction

Recent Activity Breakdown (Q4 2025)

+$31 M
Total Buy Value
New Buys 1
Additions 2
-$18.24 M
Total Sell Value
Reductions 1
Sold Out 3

Guru Consensus (Q4 2025)

Based on recent activity
Net Sellers
4
Net Buyers
3

FAQs for Omega Healthcare Investors, Inc. (OHI)

Major holders include Cliff Asness ($156.38 M), Joel Greenblatt ($24.93 M), Renaissance Technologies (RenTech) ($14.68 M). According to the latest reported data, 4 tracked investment managers collectively hold approximately 4.51 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $12.76 M, with 3 managers increasing positions and 4 managers reducing holdings.

During the most recent reporting period, 1 managers trimmed their positions, while 3 fully exited OHI. The total reported sell value was $18.24 M.

Yes, 1 managers opened new positions in OHI, and 2 increased their existing holdings. The total reported buy value was $31 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.08% Add 18.1% 3,526,759 $156.38 M Q4 2025
0.09% Add 13.1% 562,253 $24.93 M Q4 2025
0.02% Reduce -39.0% 331,051 $14.68 M Q4 2025
0.00% New Buy 94,694 $4.2 M Q4 2025
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