Omega Healthcare
About: Omega Healthcare Investors Inc is a healthcare facility real estate investment trust that invests in the United States real estate markets. Omega's portfolio focuses on long-term healthcare facilities. Omega has one reportable segment consisting of investments in healthcare-related real estate properties located in the United States and the United Kingdom. Its core business is to provide financing and capital to the long-term healthcare industry with a particular focus on skilled nursing facilities (SNFs), assisted living facilities (ALFs), and to a lesser extent, independent living facilities (ILFs), rehabilitation and acute care facilities (specialty facilities) and medical office buildings (MOBs).
Employees: 60
Fund manager confidence
Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)
90% more repeat investments, than reductions
Existing positions increased: 294 | Existing positions reduced: 155
34% more first-time investments, than exits
New positions opened: 83 | Existing positions closed: 62
1% more funds holding
Funds holding: 614 [Q1] → 622 (+8) [Q2]
3% more call options, than puts
Call options by funds: $51.4M | Put options by funds: $49.7M
0% more funds holding in top 10
Funds holding in top 10: 3 [Q1] → 3 (+0) [Q2]
4% less capital invested
Capital invested by funds: $8.47B [Q1] → $8.13B (-$346M) [Q2]
2.37% less ownership
Funds ownership: 78.93% [Q1] → 76.56% (-2.37%) [Q2]
Research analyst outlook
3 Wall Street Analysts provided 1 year price targets over the past 3 months
3 analyst ratings
RBC Capital Michael Carroll | 2%downside $41 | Sector Perform Maintained | 7 Aug 2025 |
Wells Fargo John Kilichowski | 2%downside $41 | Overweight Upgraded | 14 Jul 2025 |
Wells Fargo Connor Siversky | 10%downside $38 | Equal-Weight Maintained | 2 Jun 2025 |
Financial journalist opinion
Based on 15 articles about OHI published over the past 30 days
