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OMEGA HEALTHCARE INVS INC OHI

Omega Healthcare Investors, Inc. is a Real Estate Investment Trust. The firm is providing financing and capital to the long-term healthcare industry in the United States and the United Kingdom with a focus on skilled nursing and assisted living facilities, including care homes in the United Kingdom.

Real Estate Investment Trusts

Company profile

Business mix

  • The firm is providing financing and capital to the long-term healthcare industry in the United States and the United Kingdom with a focus on skilled nursing and assisted living facilities, including care homes in the United Kingdom.
  • As of September 30, 2025, Omega has a portfolio of investments that includes 1,024 operating facilities located in 42 states, the District of Columbia and the United Kingdom/Jersey (290 facilities) and operated by 88 different operators.
  • Additionally, Omega has investments in several unconsolidated entities that own 19 facilities. As a source of capital to the healthcare industry, Omega continually evaluates the opportunities, trends and challenges affecting the industry.
  • Our goal is to identify long-term investments in quality healthcare properties with outstanding operators that provide the most favorable risk/reward ratio to our investors.

Current key questions

  • Can occupancy, rents, tenant demand, and property quality support cash flow in reit - healthcare facilities?
  • How do interest rates, refinancing needs, cap rates, and development spending affect value?
  • Does portfolio recycling or capital allocation improve long-term net asset value?
Holders 1 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE 21.56 FCF N/A Buyback -10.77%
2026-06-07

Current firm holders

Firm Weight Value Filing period
Gotham Asset Management Joel Greenblatt 0.1% $36.5M 2026-03-31

Recent trading changes over the last 4 quarters

Net buyers 1 Last 4 13F filing periods
Net reducers 0 Last 4 13F filing periods
Unchanged holders 0 Share count unchanged
Increase amount $36.5M Estimated from net added shares
Reduction amount $0 Estimated from net reduced shares
Net share change / base shares New +833,150 / 0
Gotham Asset Management Joel Greenblatt 4 filing periods
13F 2025-03-31 Filed 2025-05-15
New Shares - 13F value change +$19.3M
13F 2025-06-30 Filed 2025-08-14
Minor increase Shares 0.6% 13F value change -$622,437
13F 2025-09-30 Filed 2025-11-14
Minor reduction Shares -2.6% 13F value change +$2.3M
13F 2026-03-31 Filed 2026-05-15
Major increase Shares 48.2% 13F value change +$11.6M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 0 Last 4 periods +833,150 (New) Total shares 833,150 Value $36.5M

Recent mentions

No public mentions.