SCHEDULE: Cohen & Steers Updates Omega Healthcare Stake

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

Summary

• Cohen & Steers, Inc. and its affiliates filed an Amendment No. 2 to Schedule 13G for Omega Healthcare Investors, Inc.
• As of December 31, 2025, Cohen & Steers, Inc. beneficially owned 13,709,195 shares of Omega Healthcare Investors, Inc. common stock.
• This represents 4.64% of the class of securities.
• Cohen & Steers Capital Management, Inc., a subsidiary, beneficially owned 13,535,619 shares, representing 4.58% of the class.
• Other affiliates, Cohen & Steers UK Limited and Cohen & Steers Ireland Limited, held smaller stakes of 160,858 shares (0.05%) and 12,718 shares (0.00%) respectively.
• The filing 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 the issuer.

Sentiment

Score: 6

Explanation: StockSavvy.ai views this as a neutral to slightly positive update, as it confirms continued institutional interest from a specialized real estate investor in Omega Healthcare Investors, Inc., without indicating any intent to influence control.

Positives

• Cohen & Steers, a prominent real estate investment manager, maintains a significant beneficial ownership stake in Omega Healthcare Investors, Inc., indicating continued institutional confidence.
• The filing explicitly states that the securities are held in the ordinary course of business and not for the purpose of changing or influencing control of the issuer, suggesting a stable, passive investment.

Negatives

• The filing does not disclose any specific negative information regarding Omega Healthcare Investors, Inc.

Risks

• No specific risks for Omega Healthcare Investors, Inc. are mentioned in this Schedule 13G filing, as it primarily concerns the reporting person's ownership position.

Future Outlook

NA

Management Comments

• "To the best of my knowledge and belief, the securities referred to above 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

StockSavvy.ai notes that Cohen & Steers is a prominent investment manager specializing in real assets, including real estate and infrastructure. Their continued significant stake in Omega Healthcare Investors, a leading healthcare REIT, underscores institutional confidence in the healthcare real estate sector, particularly in skilled nursing and assisted living facilities, which are Omega's primary focus. This suggests a belief in the long-term stability and income-generating potential of these assets despite potential sector-specific challenges.

Comparison to Industry Standards

• This filing primarily details an ownership stake rather than operational or financial results, making direct comparisons to industry-standard performance metrics for Omega Healthcare Investors, Inc. not applicable. The filing focuses on the reporting entity's investment position.

Stakeholder Impact

• Shareholders: Provides transparency regarding a significant institutional holder's stake, potentially signaling confidence in the company.
• Management: Confirms that a major investor is not seeking to influence control, allowing management to continue executing its strategy.

Key Dates

Keywords

Omega Healthcare Investors, OHI, Cohen & Steers, C&S, Schedule 13G, beneficial ownership, institutional investor, common stock, REIT, healthcare REIT