Advisors Asset Management, Inc.: OHI position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Advisors Asset Management, Inc. on OHI, newest first. How the timeline and the estimate are built.
Advisors Asset Management, Inc. held 159,567 OHI shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 159,567 sharesChange vs previous 13F -5,870 shares
0.12% of the 13F portfolio, value $7,608,144.
13F-HR 0002000324-26-003377 filed by Advisors Asset Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 165,437 sharesChange vs previous 13F +2,515 shares
0.12% of the 13F portfolio, value $7,249,449.
13F-HR 0002000324-26-001941 filed by Advisors Asset Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F/A 162,922 sharesChange vs previous 13F +4,268 shares
0.12% of the 13F portfolio, value $7,223,961.
13F-HR/A 0001999371-26-018409 filed by Advisors Asset Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F/A 158,654 sharesChange vs previous 13F +8,916 shares
0.11% of the 13F portfolio, value $6,698,372.
13F-HR/A 0001999371-26-018670 filed by Advisors Asset Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F/A 149,738 sharesChange vs previous 13F +842 shares
0.1% of the 13F portfolio, value $5,487,898.
13F-HR/A 0001999371-26-018459 filed by Advisors Asset Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F/A 148,896 sharesChange vs previous 13F +26,978 shares
0.11% of the 13F portfolio, value $5,669,960.
13F-HR/A 0001999371-26-018777 filed by Advisors Asset Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F/A 121,918 sharesChange vs previous 13F +3,645 shares
0.08% of the 13F portfolio, value $4,614,596.
13F-HR/A 0001999371-26-018448 filed by Advisors Asset Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F/A 118,273 sharesChange vs previous 13F not available
0.09% of the 13F portfolio, value $4,813,711.
13F-HR/A 0001999371-26-018452 filed by Advisors Asset Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).