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Omega Healthcare Investors, Inc.

OHI Real Estate
$45.72 +$0.49 (1.08%)
Market Cap: $14.49 B
Gurus Holding
4
Popularity Rank
#2163
% of Shares Held
1.03%
Net Activity (Q2 2026)
-$37.76 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 Q2 2026, a total of 4 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $149.44 M.

Top institutional holders include Cliff Asness and Joel Greenblatt.

Institutional sentiment is currently Slightly Bearish. This is evidenced by a $37.76 M net outflow during the quarter.

Recent activity highlights Manning & Napier Group who opened a new position. Conversely, Renaissance Technologies (RenTech) reduced exposure by 90.3%.

Key Holders

Recent Activity Breakdown (Q2 2026)

+$4.01 M
Total Buy Value
New Buys 1
Additions 1
-$41.77 M
Total Sell Value
Reductions 2
Sold Out 2

Guru Consensus (Q2 2026)

Based on recent activity
Net Sellers
4
Net Buyers
2

FAQs for Omega Healthcare Investors, Inc. (OHI)

Major holders include Cliff Asness ($109.21 M), Joel Greenblatt ($43.73 M), Renaissance Technologies (RenTech) ($2.9 M). According to the latest reported data, 4 tracked investment managers collectively hold approximately 3.27 M shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $37.76 M, with 2 managers increasing positions and 4 managers reducing holdings.

During the most recent reporting period, 2 managers trimmed their positions, while 2 fully exited OHI. The total reported sell value was $41.77 M.

Yes, 1 managers opened new positions in OHI, and 1 increased their existing holdings. The total reported buy value was $4.01 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.04% Reduce -2.9% 2,290,479 $109.21 M Q2 2026
0.10% Add 10.1% 917,196 $43.73 M Q2 2026
0.00% Reduce -90.3% 60,878 $2.9 M Q2 2026
0.00% New Buy 72 $3,464 Q2 2026
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