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Omega Healthcare Investors, Inc.

OHI Real Estate
$46.76 $-0.28 (-0.60%)
Market Cap: $14.58 B
Gurus Holding
5
Popularity Rank
#2048
% of Shares Held
1.31%
Net Activity (Q1 2026)
-$18.96 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 Q1 2026, a total of 5 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $190.87 M.

Top institutional holders include Cliff Asness and Joel Greenblatt.

Institutional sentiment is currently Slightly Bearish. This is evidenced by a $18.96 M net outflow during the quarter.

Recent activity highlights Paul Tudor Jones who opened a new position. Conversely, Steven Cohen reduced exposure by 42.7%.

Key Holders

Top 5 by Value

Recent Activity Breakdown (Q1 2026)

+$34.01 M
Total Buy Value
New Buys 1
Additions 2
-$52.97 M
Total Sell Value
Reductions 2
Sold Out 0

Guru Consensus (Q1 2026)

Based on recent activity
Net Sellers
2
Net Buyers
3

FAQs for Omega Healthcare Investors, Inc. (OHI)

Major holders include Cliff Asness ($103.35 M), Joel Greenblatt ($36.51 M), Renaissance Technologies (RenTech) ($27.4 M). According to the latest reported data, 5 tracked investment managers collectively hold approximately 4.08 M shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $18.96 M, with 3 managers increasing positions and 2 managers reducing holdings.

During the most recent reporting period, 2 managers trimmed their positions, while 0 fully exited OHI. The total reported sell value was $52.97 M.

Yes, 1 managers opened new positions in OHI, and 2 increased their existing holdings. The total reported buy value was $34.01 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.05% Reduce -33.1% 2,358,428 $103.35 M Q1 2026
0.11% Add 48.2% 833,150 $36.51 M Q1 2026
0.04% Add 88.9% 625,378 $27.4 M Q1 2026
0.02% New Buy 210,822 $9.24 M Q1 2026
0.00% Reduce -42.7% 54,220 $2.38 M Q1 2026
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