Welcome to our dedicated page for Omega Healthcare SEC filings (Ticker: OHI), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
The Omega Healthcare Investors, Inc. (NYSE: OHI) SEC filings page on Stock Titan provides access to the company’s regulatory disclosures as filed with the U.S. Securities and Exchange Commission. Omega is a real estate investment trust focused on long-term healthcare real estate, and its filings offer detailed insight into how it finances and manages skilled nursing, assisted living and other healthcare-related properties in the United States and the United Kingdom.
Investors can review current reports on Form 8-K, where Omega reports material events such as new senior unsecured credit facilities, amendments to term loans, public offerings and redemptions of senior notes, and the establishment of at-the-market equity offering programs. These filings also describe key terms of debt instruments, including interest rates, maturities, covenants and guarantees, as well as amendments to executive employment agreements and other corporate actions.
Annual reports on Form 10-K and quarterly reports on Form 10-Q, when available, provide broader context on Omega’s portfolio of long-term healthcare facilities, its use of triple-net leases, exposure to U.S. and U.K. markets and risk factors related to operator performance, reimbursement, regulation and capital markets. Proxy materials and other filings can include information on governance and executive compensation.
On Stock Titan, these documents are complemented by AI-powered summaries that highlight the main points from lengthy filings, helping users quickly understand changes in Omega’s capital structure, borrowing arrangements, equity issuance plans and relationships with healthcare operators. The filings page also surfaces insider-related disclosures, where applicable, so users can track material updates in one place while retaining the ability to read the full SEC documents for complete detail.
Cohen & Steers has reported a significant but sub-5% position in Omega Healthcare Investors, Inc. common stock. As of the event date of 12/31/2025, Cohen & Steers, Inc. reports beneficial ownership of 13,709,195 shares, representing 4.64% of Omega Healthcare’s outstanding common stock.
The firm has sole power to vote 10,584,543 shares and sole power to dispose of 13,709,195 shares, with no shared voting or dispositive power. Subsidiaries including Cohen & Steers Capital Management, UK, Asia, and Ireland entities hold these securities for the benefit of their account holders, who are entitled to dividends and sale proceeds.
Cohen & Steers certifies that the securities were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control of Omega Healthcare Investors.
Omega Healthcare Investors, Inc. is a Maryland-based healthcare REIT investing mainly in skilled nursing and senior housing across the U.S., U.K. and Canada through an UPREIT structure. It targets strong returns via predominantly triple-net leases and selective RIDEA managed structures.
As of December 31, 2025, Omega’s consolidated portfolio included 1,027 operating facilities and total investments of $11.94 billion, generating $313.0 million of 2025 revenues. The business is highly exposed to government reimbursement, regulatory changes, operator financial health, staffing costs and litigation, which feature prominently in its risk disclosures.
The company maintains average annualized yields of about 10% on triple-net leases, real estate loans and non‑real estate loans, and funds growth with a mix of equity and long-term fixed-rate debt. It emphasizes REIT tax compliance, sustainability initiatives, and human capital programs while noting extensive U.S., U.K. and Canadian healthcare regulation as a key ongoing challenge.
Omega Healthcare Investors, Inc. filed a Form 8-K to furnish a press release announcing its financial results for the quarter and year ended December 31, 2025. The company issued the press release on February 4, 2026, and attached it as Exhibit 99.1 for investors to review.
Omega Healthcare Investors’ chief accounting officer, Neal Ballew, received an award of 14,401 Profits Interest Units (PIUs) in OHI Healthcare Properties Limited Partnership on January 13, 2026. Each PIU represents a contingent right to receive one limited partnership unit (an OP Unit) in the operating partnership once vesting and certain tax-related conditions are met.
The OP Units can be redeemed by the holder for cash equal to the fair market value of one share of Omega Healthcare common stock or, at the company’s election, one share of common stock, and they have no expiration date. The award is subject to a three-year cliff vesting on December 31, 2028, conditioned on continued employment with specified exceptions. After this grant, Ballew beneficially owns 124,678 derivative OP Units directly.
Omega Healthcare Investors' president Matthew Paul Gourmand reported a grant of 42,805 Profits Interest Units on 01/13/2026. These are derivative securities in OHI Healthcare Properties Limited Partnership, where Omega Healthcare Investors is the general partner, and were granted at a price of $0 per unit.
Each Profits Interest Unit represents a contingent right to receive one OP Unit upon vesting and meeting certain tax-driven economic requirements. Each OP Unit can be redeemed at the holder’s election for cash equal to the fair market value of one share of Omega Healthcare Investors common stock or, at the issuer’s election, one share of common stock. After this grant, Gourmand beneficially owns 160,767 derivative securities. The units are subject to a three-year vesting cliff on 12/31/2028, requiring continued employment through the vesting date, with certain exceptions for qualifying terminations, and the OP Units do not expire.
Omega Healthcare Investors filed a Form 4 showing that Chief Investment Officer Vikas Gupta received 18,898 Profits Interest Units (PIUs) in OHI Healthcare Properties Limited Partnership on 01/13/2026 at a price of $0 per unit. Following this grant, he beneficially owns 133,064 PIUs. Each PIU represents a contingent right to receive one limited partnership unit (an OP Unit) upon vesting and satisfaction of certain tax-driven economic conditions. Each OP Unit is redeemable, at the holder’s election, for cash equal to the fair market value of one share of Omega Healthcare common stock or, at the issuer’s election, one share of common stock. The grant is subject to a three-year vesting cliff on 12/31/2028, conditioned on continued employment (with certain exceptions for qualifying termination), and the OP Units do not expire.
Omega Healthcare Investors’ chief legal officer, Gail D. Makode, reported an award of 11,407 Profits Interest Units (PIUs) in OHI Healthcare Properties Limited Partnership on 01/13/2026 at a price of
Omega Healthcare Investors Inc. reported that Chief Executive Officer and director C. Taylor Pickett received an award of 57,331 Profits Interest Units (PIUs) in OHI Healthcare Properties Limited Partnership on 01/13/2026. Each PIU represents a contingent right to receive one limited partnership unit (an OP Unit) upon vesting and meeting certain tax-related economic requirements.
Each OP Unit is redeemable, at the holder’s election, for cash equal to the fair market value of one share of Omega common stock, or, at Omega’s election, one share of its common stock, and the OP Units have no expiration date. The award is subject to a three-year vesting cliff on 12/31/2028, conditioned on continued employment with specified exceptions, and brings Pickett’s total beneficially owned derivative securities to 569,974 OP Units held directly.
Omega Healthcare Investors' chief financial officer, Robert O. Stephenson, reported an equity-based award of 20,799 Profits Interest Units on a recent Form 4. The award was granted on 01/13/2026 at a price of $0 and increases his beneficial holdings of derivative securities to 231,374 units held directly.
The Profits Interest Units are in OHI Healthcare Properties Limited Partnership, where Omega Healthcare is the general partner. Each PIU can convert into one OP Unit upon vesting and meeting certain tax-related conditions. Each OP Unit is redeemable at the holder’s election for cash equal to the fair market value of one share of Omega Healthcare common stock, or, at the company’s election, one share of common stock. The award is subject to a three-year cliff vesting on 12/31/2028, conditioned on continued employment with limited exceptions.
Omega Healthcare InvestorsRobert O. Stephenson, acquired two awards of Profits Interest Units on January 8, 2026. One transaction covered 115,078 Profits Interest Units at a price of $0 per unit, bringing his total reported derivative holdings related to that award to 167,059 units. A second transaction covered 43,516 Profits Interest Units at a price of $0 per unit, with total holdings for that award rising to 210,575 units.
The filing explains that these Profits Interest Units in OHI Healthcare Properties Limited Partnership have been earned, but not yet vested, based on the company’s Absolute and Relative Total Shareholder Return for the 2023–2025 performance period. According to the certification by the Compensation Committee, 25% of the earned units will vest at the end of each quarter of 2026, subject to continued employment and certain acceleration events. Each unit represents a contingent right to receive one OP Unit in the operating partnership, and OP Units do not expire.