SCHEDULE: Cohen & Steers Discloses 4.64% Passive Stake in Omega Healthcare

Cohen & Steers, Inc. and its affiliates reported a 4.64% beneficial ownership stake in Omega Healthcare Investors, Inc. as of December 31, 2025.

Summary

• Cohen & Steers, Inc., along with its subsidiaries Cohen & Steers Capital Management, Inc., Cohen & Steers UK Limited, Cohen & Steers Asia Limited, and Cohen & Steers Ireland Limited, collectively reported beneficial ownership of Omega Healthcare Investors, Inc. common stock.
• The aggregate amount beneficially owned by Cohen & Steers, Inc. is 13,709,195 shares.
• This represents 4.64% of the class of Omega Healthcare Investors, Inc. common stock.
• Cohen & Steers, Inc. holds sole voting power over 10,584,543 shares and sole dispositive power over 13,709,195 shares.
• The securities were acquired and are held in the ordinary course of business, not for the purpose of changing or influencing control of the issuer.
• The filing is an Amendment No. 1 to a Schedule 13G, indicating a routine update to a previously disclosed passive investment.

Sentiment

Score: 5

Explanation: Neutral, as this is a routine disclosure of beneficial ownership below the 5% threshold, indicating a passive investment and not providing new operational or financial performance information.

Positives

• The disclosure indicates continued institutional interest in Omega Healthcare Investors, Inc. by a major asset manager, Cohen & Steers.

Future Outlook

NA

Management Comments

• The securities were acquired and are held in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under §§ 240.14a-11.

Industry Context

This filing reflects a routine disclosure by an institutional investor in the real estate investment trust (REIT) sector, specifically within healthcare, indicating ongoing portfolio management activities.

Comparison to Industry Standards

• The reported 4.64% stake is below the 5% threshold that would typically trigger a more active Schedule 13D filing, aligning with the passive investment strategy stated by Cohen & Steers.
• Institutional holdings of this size are common for major asset managers like Cohen & Steers, which specialize in real estate and income-oriented investments, including REITs such as Omega Healthcare Investors, Inc.

Stakeholder Impact

• Shareholders: Provides transparency regarding significant institutional ownership, which can contribute to market stability and liquidity.
• Management: Awareness of a significant passive institutional holder, though without direct influence on control.

Key Dates

Keywords

Omega Healthcare Investors, Cohen & Steers, Beneficial Ownership, Schedule 13G, Common Stock, Institutional Investor, Passive Investment, Healthcare REIT, Real Estate Investment Trust