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CAPTRUST FINANCIAL ADVISORS: OHI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CAPTRUST FINANCIAL ADVISORS on OHI, newest first. How the timeline and the estimate are built.

CAPTRUST FINANCIAL ADVISORS held 64,891 OHI shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 64,891 shares
    Change vs previous 13F -4,380 shares

    <0.01% of the 13F portfolio, value $3,094,024.

    13F-HR 0001062993-26-004295 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 69,271 shares
    Change vs previous 13F +1,060 shares

    0.01% of the 13F portfolio, value $3,035,459.

    13F-HR 0001062993-26-002655 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 68,211 shares
    Change vs previous 13F +4,289 shares

    0.01% of the 13F portfolio, value $3,024,486.

    13F-HR 0001062993-26-000955 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 63,922 shares
    Change vs previous 13F +5,293 shares

    0.01% of the 13F portfolio, value $2,698,784.

    13F-HR 0001062993-25-016947 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 58,629 shares
    Change vs previous 13F +5,167 shares

    <0.01% of the 13F portfolio, value $2,148,745.

    13F-HR 0001062993-25-014473 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 53,462 shares
    Change vs previous 13F +2,651 shares

    0.01% of the 13F portfolio, value $2,035,839.

    13F-HR 0001062993-25-009406 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 50,811 shares
    Change vs previous 13F -2,515 shares

    0.01% of the 13F portfolio, value $1,923,190.

    13F-HR 0001062993-25-002458 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 53,326 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,170,373.

    13F-HR 0001062993-24-019125 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).