The cluster is entirely composed of asset managers (all asset_manager type), not activist or event-driven funds. The buying is consistent with a sector or yield thesis but lacks insider or activist catalyst. Monitor upcoming Q4 2026 13F filings for confirmation of continued accumulation or reversal of this cluster.
Executive Summary
Four asset managers increased their OHI positions in Q3 2026, adding $8.0M in net new holdings to a total of $23.8M. The buying was led by Wealth Enhancement Advisory Services (adding $4.2M) and Concurrent Investment Advisors (doubling its stake with $3.3M). No institutional sellers were identified in this cluster, indicating a unanimous bullish view on Omega Healthcare Investors during the quarter.
Key Financial Metrics
Institutional Positions
Net institutional flow: $8.0M
▲ Buyers (4)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| Wealth Enhancement Advisory Services | ADD | +49.5% | $15.9M | $4.2M |
| Ifm Investors Pty | ADD | +25% | $2.8M | $500.0K |
| Mather Group | ADD | +96.7% | $8.0K | $4.0K |
| Concurrent Investment Advisors | DOUBLED | +200.4% | $5.1M | $3.3M |
Key Facts
- 4 institutional buyers added a net $8.0M to OHI holdings in Q3 2026
- Total buyer holdings now total $23.8M across the cluster
- Wealth Enhancement Advisory Services added $4.2M (+49.5% shares) to reach $15.9M
- Concurrent Investment Advisors doubled its stake (+200.4%) with $3.3M added
- No institutional sellers were reported in this cluster
Financial Impact
4 institutions accumulated $8.0M in new OHI positions during Q3 2026, with total holdings of $23.8M. No selling activity was reported.
Risk Factors
- 13F data is 45+ days stale; positions may have already been unwound
- All buyers are asset managers, not event-driven funds; may reflect passive rebalancing rather than a strong catalyst
- Small absolute dollar amounts ($8.0M total) relative to OHI's market cap; impact is modest
Investment Themes
Documents Analyzed
This report is based on 1 institutional 13F filing from SEC EDGAR.
| Document | Accession Number |
|---|---|
| INST-CLUSTER Data (Synthetic) | inst-cluster-OHI-2026-Q3 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 27, 2026 today | Institutional Cluster | $46.75 | awaiting T+5 | — | — |
Oct 27, 2026 today | SC 13G/A | $46.75 | awaiting T+5 | — | — |
Oct 16, 2026 11d ago | Institutional Cluster | $45.64 $46.23 | ▲ +1.29% | ▲ +1.72% | — |
Oct 5, 2026 22d ago | 8-K | $45.36 $45.17 | ▼ −0.42% | ▼ −0.84% | — |
Oct 1, 2026 26d ago | 8-K | $45.23 $44.14 | ▼ −2.41% | ▼ −3.71% | — |
Apr 21, 2026 27w ago | DEFA14A | $45.81 $47.42 | ▲ +3.51% | ▲ +2.43% | — |
US Market Status
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