Omega Healthcare Investors, Inc. files regulatory documents that record its healthcare REIT results, governance and capital-structure activity. Form 8-K reports include quarterly and annual financial results, AFFO and FAD metrics, investment activity and Regulation FD exhibits tied to earnings releases.
The filing record also documents proxy matters, executive compensation disclosures, employment-agreement amendments, at-the-market common stock programs, senior unsecured credit facilities, note redemptions and the company’s NYSE-listed common stock. These disclosures frame Omega’s public reporting around long-term healthcare real estate, operator relationships, leverage and shareholder governance.
Omega Healthcare Investors' chief accounting officer Neal Ballew reported routine equity compensation and related conversions. He acquired 168 shares of common stock at $37.25 per share through the Employee Stock Purchase Plan, with 8 shares returned to the company to cover tax withholding at $43.82 per share.
He also exercised 14,863 and 5,620 Profits Interest Units into the same number of OP Units, and then converted 14,863 and 5,620 OP Units into common stock. Following these transactions, he directly holds 4,508 common shares and 148,322 OP Units, which are redeemable for cash or common stock as described.
Omega Healthcare Investors Inc ownership disclosure: Amendment No. 20 to a Schedule 13G/A reports that The Vanguard Group beneficially owns 0 shares of Common Stock (CUSIP 681936100) and holds 0% of the class as disclosed in the filing. The filing explains an internal realignment on January 12, 2026 that led certain Vanguard subsidiaries/divisions to report separately.
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 $0 per unit. Following this grant, she beneficially owns 121,684 derivative securities tied to partnership units. Each PIU can convert into one OP Unit, and 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 award is subject to a three-year cliff vesting on 12/31/2028, requiring continued employment through that date, and the OP Units have no expiration date.
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.